Triangle Securities Wealth Management’s Kraft Heinz KHC Stock Holding History

Triangle Securities 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
2021 Q4	–	Sell	-13,065	Closed	-$481K	–	179
2021 Q3	$481K	Buy	13,065 +2,740	+27%	+$103K	0.16%	133
2021 Q2	$421K	Buy	+10,325	New	+$435K	0.14%	143
2017 Q2	–	Sell	-2,543	Closed	-$231K	–	132
2017 Q1	$231K	Sell	2,543 -90	-3%	-$8.11K	0.15%	123
2016 Q4	$230K	Buy	2,633 +50	+2%	+$4.28K	0.15%	115
2016 Q3	$231K	Sell	2,583 -85	-3%	-$7.52K	0.16%	115
2016 Q2	$236K	Sell	2,668 -223	-8%	-$18.3K	0.18%	112
2016 Q1	$227K	Sell	2,891 -16	-0.6%	-$1.2K	0.15%	124
2015 Q4	$212K	Buy	+2,907	New	+$214K	0.14%	115

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Triangle Securities Wealth Management's KHC Position: Q4 2021 in Review

Triangle Securities Wealth Management sold out of Kraft Heinz (KHC) in Q4 2021, closing a stake of 13,065 shares — an estimated $481K sold.

Triangle Securities Wealth Management first reported a position in KHC in Q4 2015 and held it in 8 quarters. The position peaked at $481K in Q3 2021. 1,050 funds tracked by Wall St. Rank hold KHC as of Q4 2021.

Triangle Securities Wealth Management reported no remaining Kraft Heinz position as of Q4 2021 after selling out during the quarter.
Triangle Securities Wealth Management sold 13,065 Kraft Heinz shares in Q4 2021, an estimated $481K.
Triangle Securities Wealth Management first reported a position in Kraft Heinz in Q4 2015 and held it in 8 quarters.
Triangle Securities Wealth Management's Kraft Heinz position peaked at $481K in Q3 2021.
1,050 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2021.

Based on Triangle Securities Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.