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Avalon Investment & Advisory: KHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Investment & Advisory on KHC, newest first. How the timeline and the estimate are built.

Avalon Investment & Advisory held 364,296 KHC shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 364,296 shares
    Change vs previous 13F -26,726 shares

    0.39% of the 13F portfolio, value $14,087,317.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 391,022 shares
    Change vs previous 13F -6,345 shares

    0.45% of the 13F portfolio, value $15,919,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 397,367 shares
    Change vs previous 13F -507,881 shares

    0.41% of the 13F portfolio, value $13,252,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 905,248 shares
    Change vs previous 13F -61,800 shares

    0.97% of the 13F portfolio, value $34,526,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 967,048 shares
    Change vs previous 13F +14,821 shares

    0.92% of the 13F portfolio, value $38,092,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 952,227 shares
    Change vs previous 13F +11,342 shares

    0.84% of the 13F portfolio, value $34,185,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-09-30
    13F 940,885 shares
    Change vs previous 13F +932,299 shares

    0.8% of the 13F portfolio, value $34,643,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-06-30
    13F 8,586 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $350,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).