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Sterling Financial Planning’s The Kraft Heinz Company KHC Stock Holding History

Sterling Financial Planning’s Portfolio KHC Stock Details KHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-42
Closed -$2K – 253
2021
Q3 		$2K Hold
42
– – ﹤0.01% 406
2021
Q2 		$2K Hold
42
– – ﹤0.01% 384
2021
Q1 		$2K Hold
42
– – ﹤0.01% 363
2020
Q4 		$1K Buy
+42
New +$1.36K ﹤0.01% 349

Other funds holding KHC

Berkshire Hathaway
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sterling Financial Planning's KHC Position: Q4 2021 in Review

Sterling Financial Planning sold out of The Kraft Heinz Company (KHC) in Q4 2021, closing a stake of 42 shares — an estimated $2K sold.

Sterling Financial Planning first reported a position in KHC in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q3 2021. 1,050 funds tracked by Wall St. Rank hold KHC as of Q4 2021.

  • Sterling Financial Planning reported no remaining The Kraft Heinz Company position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 42 The Kraft Heinz Company shares in Q4 2021, an estimated $2K.
  • Sterling Financial Planning first reported a position in The Kraft Heinz Company in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's The Kraft Heinz Company position peaked at $2K in Q3 2021.
  • 1,050 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.