TrueWealth LLC’s Kraft Heinz KHC Stock Holding History

TrueWealth LLC’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
2020 Q2	$9K	Sell	277 -369	-57%	-$11.1K	﹤0.01%	483
2020 Q1	$16K	Sell	646 -8	-1%	-$219	0.01%	389
2019 Q4	$21K	Sell	654 -500	-43%	-$15.1K	0.01%	373
2019 Q3	$32K	Sell	1,154 -400	-26%	-$11.5K	0.01%	310
2019 Q2	$48K	Sell	1,554 -623	-29%	-$19.6K	0.02%	269
2019 Q1	$71K	Hold	2,177	–	–	0.03%	228
2018 Q4	$94K	Sell	2,177 -820	-27%	-$42.5K	0.05%	192
2018 Q3	$165K	Hold	2,997	–	–	0.08%	154
2018 Q2	$188K	Sell	2,997 -20	-0.7%	-$1.19K	0.09%	139
2018 Q1	$188K	Buy	3,017 +1,176	+64%	+$84.2K	0.09%	130
2017 Q4	$143K	Buy	+1,841	New	+$145K	0.07%	170

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

TrueWealth LLC's KHC Position: Q2 2020 in Review

TrueWealth LLC reduced its Kraft Heinz (KHC) stake by 57% in Q2 2020, selling an estimated $11.1K and leaving 277 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

TrueWealth LLC first reported a position in KHC in Q4 2017 and has held it in 11 quarters since. The position peaked at $188K in Q2 2018. 891 funds tracked by Wall St. Rank hold KHC as of Q2 2020.

TrueWealth LLC held 277 shares of Kraft Heinz worth $9K as of Q2 2020.
TrueWealth LLC sold 369 Kraft Heinz shares in Q2 2020, an estimated $11.1K.
Kraft Heinz made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #483 holding.
TrueWealth LLC first reported a position in Kraft Heinz in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Kraft Heinz position peaked at $188K in Q2 2018.
891 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.