WFG
KHC icon

Wills Financial Group’s Kraft Heinz KHC Stock Holding History

Wills Financial Group’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
Q4 		– Sell
-6,090
Closed -$335K – 63
2018
Q3 		$335K Sell
6,090
-4,373
-42% -$261K 0.22% 60
2018
Q2 		$657K Sell
10,463
-5,036
-32% -$299K 0.48% 48
2018
Q1 		$965K Sell
15,499
-697
-4% -$49.9K 0.71% 40
2017
Q4 		$1.26M Sell
16,196
-4,335
-21% -$341K 0.88% 36
2017
Q3 		$1.59M Buy
20,531
+125
+0.6% +$10.5K 1.17% 33
2017
Q2 		$1.75M Buy
+20,406
New +$1.85M 1.3% 31

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wills Financial Group's KHC Position: Q4 2018 in Review

Wills Financial Group sold out of Kraft Heinz (KHC) in Q4 2018, closing a stake of 6,090 shares — an estimated $335K sold.

Wills Financial Group first reported a position in KHC in Q2 2017 and held it in 6 quarters. The position peaked at $1.75M in Q2 2017. 1,126 funds tracked by Wall St. Rank hold KHC as of Q4 2018.

  • Wills Financial Group reported no remaining Kraft Heinz position as of Q4 2018 after selling out during the quarter.
  • Wills Financial Group sold 6,090 Kraft Heinz shares in Q4 2018, an estimated $335K.
  • Wills Financial Group first reported a position in Kraft Heinz in Q2 2017 and held it in 6 quarters.
  • Wills Financial Group's Kraft Heinz position peaked at $1.75M in Q2 2017.
  • 1,126 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2018.

Based on Wills Financial Group's 13F filing for Q4 2018, filed 14 Feb 2019.