Wilkinson Global Asset Management’s The Kraft Heinz Company KHC Stock Holding History

Wilkinson Global Asset 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
2023 Q3	–	Sell	-26,098	Closed	-$926K	–	94
2023 Q2	$926K	Hold	26,098	–	–	0.07%	44
2023 Q1	$1.01M	Hold	26,098	–	–	0.08%	42
2022 Q4	$1.06M	Hold	26,098	–	–	0.09%	41
2022 Q3	$870K	Buy	26,098 +2,800	+12%	+$104K	0.08%	44
2022 Q2	$889K	Buy	+23,298	New	+$933K	0.08%	45

Other funds holding KHC

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wilkinson Global Asset Management's KHC Position: Q3 2023 in Review

Wilkinson Global Asset Management sold out of The Kraft Heinz Company (KHC) in Q3 2023, closing a stake of 26,098 shares — an estimated $926K sold.

Wilkinson Global Asset Management first reported a position in KHC in Q2 2022 and held it in 5 quarters. The position peaked at $1.06M in Q4 2022. 1,127 funds tracked by Wall St. Rank hold KHC as of Q3 2023.

Wilkinson Global Asset Management reported no remaining The Kraft Heinz Company position as of Q3 2023 after selling out during the quarter.
Wilkinson Global Asset Management sold 26,098 The Kraft Heinz Company shares in Q3 2023, an estimated $926K.
Wilkinson Global Asset Management first reported a position in The Kraft Heinz Company in Q2 2022 and held it in 5 quarters.
Wilkinson Global Asset Management's The Kraft Heinz Company position peaked at $1.06M in Q4 2022.
1,127 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2023.

Based on Wilkinson Global Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.