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Wealthspire Advisors (Maryland)’s Kraft Heinz KHC Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$288K Buy
+9,608
New +$320K 0.01% 351
2019
Q2 		– Sell
-3,858
Closed -$126K – 1265
2019
Q1 		$126K Sell
3,858
-851
-18% -$34.7K 0.01% 563
2018
Q4 		$203K Sell
4,709
-573
-11% -$29.7K 0.02% 396
2018
Q3 		$291K Sell
5,282
-1,140
-18% -$68.1K 0.02% 367
2018
Q2 		$403K Sell
6,422
-306
-5% -$18.2K 0.04% 283
2018
Q1 		$419K Sell
6,728
-211
-3% -$15.1K 0.04% 284
2017
Q4 		$540K Buy
6,939
+539
+8% +$42.3K 0.05% 237
2017
Q3 		$496K Sell
6,400
-806
-11% -$67.4K 0.05% 239
2017
Q2 		$617K Buy
7,206
+145
+2% +$13.1K 0.07% 189
2017
Q1 		$641K Sell
7,061
-1,117
-14% -$101K 0.09% 145
2016
Q4 		$714K Buy
8,178
+261
+3% +$22.3K 0.11% 129
2016
Q3 		$709K Sell
7,917
-344
-4% -$30.4K 0.11% 128
2016
Q2 		$731K Sell
8,261
-263
-3% -$21.6K 0.12% 126
2016
Q1 		$670K Buy
8,524
+2,515
+42% +$188K 0.12% 122
2015
Q4 		$437K Buy
+6,009
New +$443K 0.08% 178

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KHC Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Kraft Heinz (KHC) in Q3 2020: 9,608 shares worth $288K. The stake represents 0.01% of the portfolio and ranks #351 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in KHC as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in KHC in Q4 2015 and has held it in 15 quarters since. The position peaked at $731K in Q2 2016. 902 funds tracked by Wall St. Rank hold KHC as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 9,608 shares of Kraft Heinz worth $288K as of Q3 2020.
  • Kraft Heinz was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Kraft Heinz made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #351 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Kraft Heinz in Q4 2015 and has held it in 15 quarters since.
  • Wealthspire Advisors (Maryland)'s Kraft Heinz position peaked at $731K in Q2 2016.
  • 902 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.