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USCA RIA’s Kraft Heinz KHC Stock Holding History

USCA RIA’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
Q2 		$271K Buy
6,654
+85
+1% +$3.58K 0.02% 488
2021
Q1 		$263K Hold
6,569
– – 0.02% 458
2020
Q4 		$228K Sell
6,569
-4,113
-39% -$134K 0.02% 439
2020
Q3 		$320K Sell
10,682
-220
-2% -$7.32K 0.03% 359
2020
Q2 		$348K Sell
10,902
-17
-0.2% -$510 0.03% 335
2020
Q1 		$270K Sell
10,919
-6,115
-36% -$168K 0.03% 337
2019
Q4 		$547K Sell
17,034
-800
-4% -$24.2K 0.05% 314
2019
Q3 		$498K Buy
17,834
+1,051
+6% +$30.2K 0.05% 303
2019
Q2 		$521K Buy
16,783
+8,500
+103% +$268K 0.05% 292
2019
Q1 		$270K Sell
8,283
-1,093
-12% -$44.5K 0.03% 360
2018
Q4 		$404K Sell
9,376
-1,900
-17% -$98.4K 0.05% 285
2018
Q3 		$621K Sell
11,276
-1,024
-8% -$61.2K 0.06% 283
2018
Q2 		$773K Sell
12,300
-38,276
-76% -$2.27M 0.08% 245
2018
Q1 		$3.15M Buy
50,576
+33,779
+201% +$2.42M 0.35% 79
2017
Q4 		$1.31M Buy
16,797
+2,239
+15% +$176K 0.14% 173
2017
Q3 		$1.25M Hold
14,558
– – 0.16% 173
2017
Q2 		$1.25M Sell
14,558
-861
-6% -$78.1K 0.16% 174
2017
Q1 		$1.4M Sell
15,419
-565
-4% -$50.9K 0.21% 147
2016
Q4 		$1.4M Buy
15,984
+430
+3% +$36.8K 0.21% 140
2016
Q3 		$1.39M Hold
15,554
– – 0.23% 130
2016
Q2 		$1.38M Buy
15,554
+2,611
+20% +$215K 0.23% 130
2016
Q1 		$1.02M Sell
12,943
-1,402
-10% -$105K 0.18% 146
2015
Q4 		$1.04M Buy
14,345
+2,840
+25% +$210K 0.23% 135
2015
Q3 		$812K Buy
+11,505
New +$868K 0.2% 144

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

USCA RIA's KHC Position: Q2 2021 in Review

USCA RIA increased its Kraft Heinz (KHC) stake by 1.3% in Q2 2021, buying an estimated $3.58K and bringing the position to 6,654 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #488.

USCA RIA first reported a position in KHC in Q3 2015 and has held it in 24 quarters since. The position peaked at $3.15M in Q1 2018. 1,026 funds tracked by Wall St. Rank hold KHC as of Q2 2021.

  • USCA RIA held 6,654 shares of Kraft Heinz worth $271K as of Q2 2021.
  • USCA RIA bought 85 Kraft Heinz shares in Q2 2021, an estimated $3.58K.
  • Kraft Heinz made up 0.02% of USCA RIA's portfolio in Q2 2021, its #488 holding.
  • USCA RIA first reported a position in Kraft Heinz in Q3 2015 and has held it in 24 quarters since.
  • USCA RIA's Kraft Heinz position peaked at $3.15M in Q1 2018.
  • 1,026 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.