WBH Advisory’s Kraft Heinz KHC Stock Holding History

WBH Advisory’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
2018 Q2	–	Sell	-3,582	Closed	-$223K	–	232
2018 Q1	$223K	Sell	3,582 -292	-8%	-$20.9K	0.06%	210
2017 Q4	$301K	Sell	3,874 -94	-2%	-$7.38K	0.08%	188
2017 Q3	$307K	Buy	3,968 +27	+0.7%	+$2.26K	0.09%	187
2017 Q2	$337K	Buy	3,941 +99	+3%	+$8.98K	0.09%	171
2017 Q1	$348K	Buy	3,842 +504	+15%	+$45.4K	0.1%	168
2016 Q4	$291K	Buy	3,338 +8	+0.2%	+$684	0.1%	182
2016 Q3	$298K	Buy	+3,330	New	+$295K	0.1%	172

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WBH Advisory's KHC Position: Q2 2018 in Review

WBH Advisory sold out of Kraft Heinz (KHC) in Q2 2018, closing a stake of 3,582 shares — an estimated $223K sold.

WBH Advisory first reported a position in KHC in Q3 2016 and held it in 7 quarters. The position peaked at $348K in Q1 2017. 1,177 funds tracked by Wall St. Rank hold KHC as of Q2 2018.

WBH Advisory reported no remaining Kraft Heinz position as of Q2 2018 after selling out during the quarter.
WBH Advisory sold 3,582 Kraft Heinz shares in Q2 2018, an estimated $223K.
WBH Advisory first reported a position in Kraft Heinz in Q3 2016 and held it in 7 quarters.
WBH Advisory's Kraft Heinz position peaked at $348K in Q1 2017.
1,177 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2018.

Based on WBH Advisory's 13F filing for Q2 2018, filed 31 Jul 2018.