WESPAC Advisors SoCal’s The Kraft Heinz Company KHC Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-230	Closed	-$7K	–	196
2019 Q1	$7K	Hold	230	–	–	﹤0.01%	263
2018 Q4	$9K	Hold	230	–	–	0.01%	249
2018 Q3	$12K	Buy	+230	New	+$13.7K	0.01%	223
2018 Q2	–	Sell	-346	Closed	-$21K	–	176
2018 Q1	$21K	Buy	346 +116	+50%	+$8.31K	0.01%	164
2017 Q4	$17K	Hold	230	–	–	0.01%	167
2017 Q3	$17K	Hold	230	–	–	0.01%	174
2017 Q2	$19K	Hold	230	–	–	0.01%	156
2017 Q1	$20.9K	Hold	230	–	–	0.01%	150
2016 Q4	$20.1K	Hold	230	–	–	0.01%	150
2016 Q3	$20.6K	Hold	230	–	–	0.01%	147
2016 Q2	$20.4K	Hold	230	–	–	0.01%	156
2016 Q1	$18.1K	Hold	230	–	–	0.01%	162
2015 Q4	$16K	Buy	+230	New	+$17K	0.01%	168

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WESPAC Advisors SoCal's KHC Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of The Kraft Heinz Company (KHC) in Q2 2019, closing a stake of 230 shares — an estimated $7K sold.

WESPAC Advisors SoCal first reported a position in KHC in Q4 2015 and held it in 13 quarters. The position peaked at $21K in Q1 2018. 931 funds tracked by Wall St. Rank hold KHC as of Q2 2019.

WESPAC Advisors SoCal reported no remaining The Kraft Heinz Company position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 230 The Kraft Heinz Company shares in Q2 2019, an estimated $7K.
WESPAC Advisors SoCal first reported a position in The Kraft Heinz Company in Q4 2015 and held it in 13 quarters.
WESPAC Advisors SoCal's The Kraft Heinz Company position peaked at $21K in Q1 2018.
931 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.