Taylor Hoffman Wealth Management’s The Kraft Heinz Company KHC Stock Holding History

Taylor Hoffman Wealth Management’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 Q4	–	Sell	-6,227	Closed	-$208K	–	116
2022 Q3	$208K	Hold	6,227	–	–	0.11%	121
2022 Q2	$241K	Hold	6,227	–	–	0.12%	117
2022 Q1	$245K	Hold	6,227	–	–	0.1%	123
2021 Q4	$224K	Hold	6,227	–	–	0.09%	127
2021 Q3	$228K	Hold	6,227	–	–	0.1%	122
2021 Q2	$254K	Hold	6,227	–	–	0.11%	115
2021 Q1	$249K	Hold	6,227	–	–	0.11%	113
2020 Q4	$216K	Buy	+6,227	New	+$202K	0.11%	117
2020 Q3	–	Sell	-6,765	Closed	-$216K	–	245
2020 Q2	$216K	Buy	+6,765	New	+$203K	0.14%	114
2020 Q1	–	Sell	-6,928	Closed	-$223K	–	249
2019 Q4	$223K	Sell	6,928 -327	-5%	-$9.9K	0.14%	115
2019 Q3	$203K	Sell	7,255 -507	-7%	-$14.6K	0.14%	118
2019 Q2	$241K	Sell	7,762 -511	-6%	-$16.1K	0.19%	108
2019 Q1	$270K	Sell	8,273 -444	-5%	-$18.1K	0.2%	101
2018 Q4	$375K	Sell	8,717 -872	-9%	-$45.2K	0.34%	67
2018 Q3	$528K	Hold	9,589	–	–	0.42%	64
2018 Q2	$602K	Sell	9,589 -130	-1%	-$7.71K	0.52%	57
2018 Q1	$605K	Buy	9,719 +537	+6%	+$38.5K	0.55%	53
2017 Q4	$714K	Buy	+9,182	New	+$721K	0.68%	44

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Taylor Hoffman Wealth Management's KHC Position: Q4 2022 in Review

Taylor Hoffman Wealth Management sold out of The Kraft Heinz Company (KHC) in Q4 2022, closing a stake of 6,227 shares — an estimated $208K sold.

Taylor Hoffman Wealth Management first reported a position in KHC in Q4 2017 and held it in 18 quarters. The position peaked at $714K in Q4 2017. 1,166 funds tracked by Wall St. Rank hold KHC as of Q4 2022.

Taylor Hoffman Wealth Management reported no remaining The Kraft Heinz Company position as of Q4 2022 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 6,227 The Kraft Heinz Company shares in Q4 2022, an estimated $208K.
Taylor Hoffman Wealth Management first reported a position in The Kraft Heinz Company in Q4 2017 and held it in 18 quarters.
Taylor Hoffman Wealth Management's The Kraft Heinz Company position peaked at $714K in Q4 2017.
1,166 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2022.

Based on Taylor Hoffman Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.