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Wealthstreet Investment Advisors’s The Kraft Heinz Company KHC Stock Holding History

Wealthstreet Investment Advisors’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
-17,118
Closed -$685K – 219
2021
Q1 		$685K Sell
17,118
-346
-2% -$12.5K 0.07% 215
2020
Q4 		$605K Buy
17,464
+626
+4% +$20.3K 0.06% 220
2020
Q3 		$504K Hold
16,838
– – 0.06% 220
2020
Q2 		$537K Hold
16,838
– – 0.07% 202
2020
Q1 		$417K Sell
16,838
-3,455
-17% -$94.8K 0.06% 210
2019
Q4 		$652K Sell
20,293
-869
-4% -$26.3K 0.08% 206
2019
Q3 		$595K Sell
21,162
-2,400
-10% -$69.1K 0.08% 199
2019
Q2 		$731K Sell
23,562
-1,605
-6% -$50.6K 0.09% 173
2019
Q1 		$822K Sell
25,167
-5,441
-18% -$222K 0.11% 162
2018
Q4 		$1.44M Sell
30,608
-6,239
-17% -$323K 0.2% 109
2018
Q3 		$2.03M Sell
36,847
-2,122
-5% -$127K 0.25% 90
2018
Q2 		$2.45M Buy
38,969
+625
+2% +$37.1K 0.32% 77
2018
Q1 		$2.39M Buy
38,344
+1,978
+5% +$142K 0.3% 82
2017
Q4 		$2.83M Buy
+36,366
New +$2.86M 0.34% 72

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealthstreet Investment Advisors's KHC Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of The Kraft Heinz Company (KHC) in Q2 2021, closing a stake of 17,118 shares — an estimated $685K sold.

Wealthstreet Investment Advisors first reported a position in KHC in Q4 2017 and held it in 14 quarters. The position peaked at $2.83M in Q4 2017. 1,027 funds tracked by Wall St. Rank hold KHC as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining The Kraft Heinz Company position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 17,118 The Kraft Heinz Company shares in Q2 2021, an estimated $685K.
  • Wealthstreet Investment Advisors first reported a position in The Kraft Heinz Company in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's The Kraft Heinz Company position peaked at $2.83M in Q4 2017.
  • 1,027 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.