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Sterling Financial Planning’s Kraft Heinz 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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Sterling Financial Planning sold out of Kraft Heinz (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 Kraft Heinz position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 42 Kraft Heinz shares in Q4 2021, an estimated $2K.
  • Sterling Financial Planning first reported a position in Kraft Heinz in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Kraft Heinz position peaked at $2K in Q3 2021.
  • 1,050 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2021.

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