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Waverton Investment Management’s The Kraft Heinz Company KHC Stock Holding History

Waverton Investment 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
2019
Q4 		– Sell
-19,040
Closed -$532K – 59
2019
Q3 		$532K Buy
+19,040
New +$548K 0.03% 73
2017
Q4 		– Sell
-705,000
Closed -$708K – 78
2017
Q3 		$708K Buy
+705,000
New +$59M 0.04% 64

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Waverton Investment Management's KHC Position: Q4 2019 in Review

Waverton Investment Management sold out of The Kraft Heinz Company (KHC) in Q4 2019, closing a stake of 19,040 shares — an estimated $532K sold.

Waverton Investment Management first reported a position in KHC in Q3 2017 and held it in 2 quarters. The position peaked at $708K in Q3 2017. 926 funds tracked by Wall St. Rank hold KHC as of Q4 2019.

  • Waverton Investment Management reported no remaining The Kraft Heinz Company position as of Q4 2019 after selling out during the quarter.
  • Waverton Investment Management sold 19,040 The Kraft Heinz Company shares in Q4 2019, an estimated $532K.
  • Waverton Investment Management first reported a position in The Kraft Heinz Company in Q3 2017 and held it in 2 quarters.
  • Waverton Investment Management's The Kraft Heinz Company position peaked at $708K in Q3 2017.
  • 926 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q4 2019.

Based on Waverton Investment Management's 13F filing for Q4 2019, filed 22 Jan 2020.