ZF
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Zhang Financial’s The Kraft Heinz Company 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 $299B AUM 27.55% 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 $4.47B AUM 4.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zhang Financial's KHC Position: Q1 2019 in Review

Zhang Financial sold out of The Kraft Heinz Company (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 The Kraft Heinz Company position as of Q1 2019 after selling out during the quarter.
  • Zhang Financial sold 5,693 The Kraft Heinz Company shares in Q1 2019, an estimated $245K.
  • Zhang Financial first reported a position in The Kraft Heinz Company in Q3 2015 and held it in 14 quarters.
  • Zhang Financial's The Kraft Heinz Company position peaked at $486K in Q4 2016.
  • 978 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2019.

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