Surevest’s Kraft Heinz 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 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

Surevest's KHC Position: Q3 2022 in Review

Surevest held its Kraft Heinz (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. 1,066 funds tracked by Wall St. Rank hold KHC as of Q3 2022.

Surevest held 397 shares of Kraft Heinz worth $13K as of Q3 2022.
Surevest left its Kraft Heinz share count unchanged in Q3 2022.
Kraft Heinz made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #268 holding.
Surevest first reported a position in Kraft Heinz in Q4 2021 and has held it in 4 quarters since.
Surevest's Kraft Heinz position peaked at $16K in Q1 2022.
1,066 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2022.

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