Wealthcare Capital Management’s The Kraft Heinz Company KHC Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-80	Closed	-$3K	–	375
2021 Q1	$3K	Buy	+80	New	+$2.88K	﹤0.01%	485
2020 Q2	–	Sell	-390	Closed	-$10K	–	150
2020 Q1	$10K	Sell	390 -72	-16%	-$1.98K	﹤0.01%	150
2019 Q4	$15K	Buy	462 +72	+18%	+$2.18K	﹤0.01%	161
2019 Q3	$11K	Hold	390	–	–	﹤0.01%	153
2019 Q2	$12K	Hold	390	–	–	﹤0.01%	144
2019 Q1	$13K	Hold	390	–	–	﹤0.01%	150
2018 Q4	$17K	Hold	390	–	–	﹤0.01%	140
2018 Q3	$21K	Buy	+390	New	+$23.3K	﹤0.01%	135
2015 Q4	–	Sell	-138	Closed	-$10K	–	236
2015 Q3	$10K	Buy	+138	New	+$10.4K	﹤0.01%	156

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealthcare Capital Management's KHC Position: Q2 2021 in Review

Wealthcare Capital Management sold out of The Kraft Heinz Company (KHC) in Q2 2021, closing a stake of 80 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in KHC in Q3 2015 and held it in 9 quarters. The position peaked at $21K in Q3 2018. 1,027 funds tracked by Wall St. Rank hold KHC as of Q2 2021.

Wealthcare Capital Management reported no remaining The Kraft Heinz Company position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 80 The Kraft Heinz Company shares in Q2 2021, an estimated $3K.
Wealthcare Capital Management first reported a position in The Kraft Heinz Company in Q3 2015 and held it in 9 quarters.
Wealthcare Capital Management's The Kraft Heinz Company position peaked at $21K in Q3 2018.
1,027 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.