Surevest
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Surevest’s The Kraft Heinz Company KHC Stock Holding History

Surevest’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 		$13K Hold
397
– – ﹤0.01% 268
2022
Q2 		$15K Hold
397
– – ﹤0.01% 283
2022
Q1 		$16K Hold
397
– – ﹤0.01% 254
2021
Q4 		$14K Buy
+397
New +$14.3K ﹤0.01% 265

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Surevest's KHC Position: Q3 2022 in Review

Surevest held its The Kraft Heinz Company (KHC) position steady in Q3 2022 at 397 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Surevest first reported a position in KHC in Q4 2021 and has held it in 4 quarters since. The position peaked at $16K in Q1 2022. 1,068 funds tracked by Wall St. Rank hold KHC as of Q3 2022.

  • Surevest held 397 shares of The Kraft Heinz Company worth $13K as of Q3 2022.
  • Surevest left its The Kraft Heinz Company share count unchanged in Q3 2022.
  • The Kraft Heinz Company made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #268 holding.
  • Surevest first reported a position in The Kraft Heinz Company in Q4 2021 and has held it in 4 quarters since.
  • Surevest's The Kraft Heinz Company position peaked at $16K in Q1 2022.
  • 1,068 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.