AllSquare Wealth Management’s Kraft Heinz KHC Stock Holding History

AllSquare Wealth 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
2020 Q4	–	Sell	-136	Closed	-$4K	–	476
2020 Q3	$4K	Hold	136	–	–	﹤0.01%	397
2020 Q2	$4K	Hold	136	–	–	﹤0.01%	400
2020 Q1	$3K	Hold	136	–	–	﹤0.01%	388
2019 Q4	$4K	Hold	136	–	–	﹤0.01%	385
2019 Q3	$4K	Hold	136	–	–	﹤0.01%	388
2019 Q2	$4K	Hold	136	–	–	﹤0.01%	402
2019 Q1	$4K	Sell	136 -25	-16%	-$1.02K	﹤0.01%	404
2018 Q4	$7K	Hold	161	–	–	0.01%	353
2018 Q3	$9K	Buy	161 +2	+1%	+$120	0.01%	350
2018 Q2	$10K	Buy	159 +136	+591%	+$8.07K	0.01%	341
2018 Q1	$1K	Hold	23	–	–	﹤0.01%	385
2017 Q4	$2K	Hold	23	–	–	﹤0.01%	358
2017 Q3	$2K	Buy	+23	New	+$1.92K	﹤0.01%	339
2017 Q2	–	Sell	-23	Closed	-$2K	–	298
2017 Q1	$2K	Hold	23	–	–	﹤0.01%	335
2016 Q4	$2K	Hold	23	–	–	﹤0.01%	310
2016 Q3	$2K	Hold	23	–	–	﹤0.01%	291
2016 Q2	$2K	Hold	23	–	–	﹤0.01%	278
2016 Q1	$2K	Hold	23	–	–	﹤0.01%	281
2015 Q4	$2K	Buy	+23	New	+$1.7K	﹤0.01%	278

Other funds holding KHC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return