CWA
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Clarus Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Clarus 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
2019
Q3 		– Sell
-2,419
Closed -$75K – 373
2019
Q2 		$75K Buy
2,419
+13
+0.5% +$410 0.05% 235
2019
Q1 		$79K Buy
2,406
+1,096
+84% +$44.7K 0.06% 228
2018
Q4 		$56K Buy
1,310
+905
+223% +$46.9K 0.09% 245
2018
Q3 		$22K Buy
405
+2
+0.5% +$120 0.01% 417
2018
Q2 		$25K Buy
+403
New +$23.9K 0.02% 391

Other funds holding KHC

Berkshire Hathaway
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM