Wealthfront
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Wealthfront’s The Kraft Heinz Company KHC Stock Holding History

Wealthfront’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
Q3 		– Sell
-6,449
Closed -$405K – 521
2018
Q2 		$405K Buy
6,449
+1,135
+21% +$67.4K ﹤0.01% 395
2018
Q1 		$331K Sell
5,314
-9,947
-65% -$712K ﹤0.01% 427
2017
Q4 		$1.19M Buy
15,261
+3,827
+33% +$301K 0.01% 200
2017
Q3 		$887K Sell
11,434
-2,276
-17% -$190K 0.01% 220
2017
Q2 		$1.17M Sell
13,710
-1,687
-11% -$153K 0.02% 135
2017
Q1 		$1.4M Buy
15,397
+4,326
+39% +$390K 0.02% 111
2016
Q4 		$967K Sell
11,071
-307
-3% -$26.3K 0.02% 121
2016
Q3 		$1.02M Buy
11,378
+2,560
+29% +$227K 0.02% 102
2016
Q2 		$780K Buy
8,818
+773
+10% +$63.6K 0.02% 116
2016
Q1 		$632K Buy
+8,045
New +$602K 0.02% 126
2015
Q4 		– Sell
-2,744
Closed -$194K – 691
2015
Q3 		$194K Buy
+2,744
New +$207K 0.01% 282

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
Magellan Asset Management
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wealthfront's KHC Position: Q3 2018 in Review

Wealthfront sold out of The Kraft Heinz Company (KHC) in Q3 2018, closing a stake of 6,449 shares — an estimated $405K sold.

Wealthfront first reported a position in KHC in Q3 2015 and held it in 11 quarters. The position peaked at $1.4M in Q1 2017. 1,156 funds tracked by Wall St. Rank hold KHC as of Q3 2018.

  • Wealthfront reported no remaining The Kraft Heinz Company position as of Q3 2018 after selling out during the quarter.
  • Wealthfront sold 6,449 The Kraft Heinz Company shares in Q3 2018, an estimated $405K.
  • Wealthfront first reported a position in The Kraft Heinz Company in Q3 2015 and held it in 11 quarters.
  • Wealthfront's The Kraft Heinz Company position peaked at $1.4M in Q1 2017.
  • 1,156 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.