Burt Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Burt Wealth Advisors’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 Q1	–	Sell	-75	Closed	-$2K	–	414
2019 Q4	$2K	Buy	+75	New	+$2.27K	﹤0.01%	320
2019 Q3	–	Sell	-34	Closed	-$1K	–	344
2019 Q2	$1K	Hold	34	–	–	﹤0.01%	332
2019 Q1	$1K	Hold	34	–	–	﹤0.01%	346
2018 Q4	$1K	Hold	34	–	–	﹤0.01%	344
2018 Q3	$2K	Hold	34	–	–	﹤0.01%	355
2018 Q2	$2K	Hold	34	–	–	﹤0.01%	344
2018 Q1	$2K	Sell	34 -35	-51%	-$2.51K	﹤0.01%	351
2017 Q4	$5K	Hold	69	–	–	﹤0.01%	306
2017 Q3	$5K	Hold	69	–	–	﹤0.01%	298
2017 Q2	$5K	Hold	69	–	–	﹤0.01%	334
2017 Q1	$6K	Sell	69 -70	-50%	-$6.31K	﹤0.01%	289
2016 Q4	$12K	Hold	139	–	–	0.01%	268
2016 Q3	$12K	Sell	139 -69	-33%	-$6.11K	0.01%	254
2016 Q2	$18K	Hold	208	–	–	0.02%	228
2016 Q1	$16K	Buy	+208	New	+$15.6K	0.01%	275

Other funds holding KHC

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM