VSWA
KHC icon

Vontobel Swiss Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Vontobel Swiss Wealth Advisors’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 		$5.76M Sell
145,111
-18,033
-11% -$759K 2.96% 18
2021
Q1 		$6.53M Sell
163,144
-1,814
-1% -$65.3K 3.64% 14
2020
Q4 		$5.72M Buy
+164,958
New +$5.36M 3.25% 17

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

Vontobel Swiss Wealth Advisors's KHC Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors reduced its Kraft Heinz (KHC) stake by 11% in Q2 2021, selling an estimated $759K and leaving 145,111 shares worth $5.76M. The position accounts for 2.96% of the portfolio, ranked #18.

Vontobel Swiss Wealth Advisors first reported a position in KHC in Q4 2020 and has held it in 3 quarters since. The position peaked at $6.53M in Q1 2021. 1,026 funds tracked by Wall St. Rank hold KHC as of Q2 2021.

  • Vontobel Swiss Wealth Advisors held 145,111 shares of Kraft Heinz worth $5.76M as of Q2 2021.
  • Vontobel Swiss Wealth Advisors sold 18,033 Kraft Heinz shares in Q2 2021, an estimated $759K.
  • Kraft Heinz made up 2.96% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #18 holding.
  • Vontobel Swiss Wealth Advisors first reported a position in Kraft Heinz in Q4 2020 and has held it in 3 quarters since.
  • Vontobel Swiss Wealth Advisors's Kraft Heinz position peaked at $6.53M in Q1 2021.
  • 1,026 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.