ZF
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Zhang Financial’s Kraft Heinz KHC Stock Holding History

Zhang Financial’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
Q1 		– Sell
-5,693
Closed -$245K – 88
2018
Q4 		$245K Buy
5,693
+326
+6% +$16.9K 0.12% 73
2018
Q3 		$298K Sell
5,367
-125
-2% -$7.47K 0.14% 60
2018
Q2 		$341K Buy
5,492
+283
+5% +$16.8K 0.17% 53
2018
Q1 		$313K Sell
5,209
-95
-2% -$6.8K 0.16% 59
2017
Q4 		$416K Sell
5,304
-233
-4% -$18.3K 0.2% 48
2017
Q3 		$428K Buy
5,537
+72
+1% +$6.02K 0.22% 47
2017
Q2 		$452K Buy
5,465
+161
+3% +$14.6K 0.24% 47
2017
Q1 		$416K Sell
5,304
-161
-3% -$14.5K 0.21% 46
2016
Q4 		$486K Buy
5,465
+95
+2% +$8.13K 0.26% 45
2016
Q3 		$481K Hold
5,370
– – 0.26% 44
2016
Q2 		$475K Sell
5,370
-43
-0.8% -$3.54K 0.26% 46
2016
Q1 		$425K Sell
5,413
-114
-2% -$8.53K 0.24% 47
2015
Q4 		$402K Sell
5,527
-35
-0.6% -$2.58K 0.24% 51
2015
Q3 		$393K Buy
+5,562
New +$420K 0.25% 49

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Zhang Financial's KHC Position: Q1 2019 in Review

Zhang Financial sold out of Kraft Heinz (KHC) in Q1 2019, closing a stake of 5,693 shares — an estimated $245K sold.

Zhang Financial first reported a position in KHC in Q3 2015 and held it in 14 quarters. The position peaked at $486K in Q4 2016. 978 funds tracked by Wall St. Rank hold KHC as of Q1 2019.

  • Zhang Financial reported no remaining Kraft Heinz position as of Q1 2019 after selling out during the quarter.
  • Zhang Financial sold 5,693 Kraft Heinz shares in Q1 2019, an estimated $245K.
  • Zhang Financial first reported a position in Kraft Heinz in Q3 2015 and held it in 14 quarters.
  • Zhang Financial's Kraft Heinz position peaked at $486K in Q4 2016.
  • 978 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2019.

Based on Zhang Financial's 13F filing for Q1 2019, filed 14 May 2019.