Sterling Investment Advisors (Pennsylvania)’s Kraft Heinz KHC Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-133	Closed	-$5K	–	315
2022 Q2	$5K	Hold	133	–	–	﹤0.01%	454
2022 Q1	$5K	Hold	133	–	–	﹤0.01%	491
2021 Q4	$5K	Hold	133	–	–	﹤0.01%	485
2021 Q3	$5K	Hold	133	–	–	﹤0.01%	481
2021 Q2	$5K	Hold	133	–	–	﹤0.01%	458
2021 Q1	$5K	Hold	133	–	–	﹤0.01%	449
2020 Q4	$5K	Hold	133	–	–	﹤0.01%	405
2020 Q3	$4K	Hold	133	–	–	﹤0.01%	392
2020 Q2	$4K	Hold	133	–	–	﹤0.01%	390
2020 Q1	$3K	Hold	133	–	–	﹤0.01%	365
2019 Q4	$4K	Hold	133	–	–	﹤0.01%	373
2019 Q3	$4K	Hold	133	–	–	﹤0.01%	378
2019 Q2	$4K	Hold	133	–	–	﹤0.01%	380
2019 Q1	$4K	Hold	133	–	–	﹤0.01%	374
2018 Q4	$5K	Sell	133 -46	-26%	-$2.38K	﹤0.01%	360
2018 Q3	$10K	Sell	179 -354	-66%	-$21.2K	0.01%	361
2018 Q2	$33K	Hold	533	–	–	0.02%	245
2018 Q1	$33K	Sell	533 -233	-30%	-$16.7K	0.02%	243
2017 Q4	$60K	Hold	766	–	–	0.04%	171
2017 Q3	$59K	Hold	766	–	–	0.04%	165
2017 Q2	$66K	Buy	766 +400	+109%	+$36.3K	0.04%	161
2017 Q1	$33K	Hold	366	–	–	0.02%	202
2016 Q4	$32K	Buy	+366	New	+$31.3K	0.03%	179

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s KHC Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Kraft Heinz (KHC) in Q3 2022, closing a stake of 133 shares — an estimated $5K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in KHC in Q4 2016 and held it in 23 quarters. The position peaked at $66K in Q2 2017. 1,067 funds tracked by Wall St. Rank hold KHC as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Kraft Heinz position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 133 Kraft Heinz shares in Q3 2022, an estimated $5K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Kraft Heinz in Q4 2016 and held it in 23 quarters.
Sterling Investment Advisors (Pennsylvania)'s Kraft Heinz position peaked at $66K in Q2 2017.
1,067 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.