Edge Wealth Management’s Kraft Heinz KHC Stock Holding History

Edge 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
2019 Q4	–	Sell	-5,000	Closed	-$139K	–	628
2019 Q3	$139K	Hold	5,000	–	–	0.03%	164
2019 Q2	$154K	Hold	5,000	–	–	0.03%	159
2019 Q1	$164K	Buy	+5,000	New	+$204K	0.04%	148
2018 Q4	–	Sell	-1,245	Closed	-$69K	–	596
2018 Q3	$69K	Hold	1,245	–	–	0.02%	227
2018 Q2	$78K	Hold	1,245	–	–	0.02%	208
2018 Q1	$78K	Hold	1,245	–	–	0.02%	184
2017 Q4	$97K	Hold	1,245	–	–	0.03%	174
2017 Q3	$97K	Hold	1,245	–	–	0.03%	171
2017 Q2	$105K	Hold	1,245	–	–	0.03%	165
2017 Q1	$113K	Hold	1,245	–	–	0.04%	156
2016 Q4	$109K	Hold	1,245	–	–	0.04%	148
2016 Q3	$111K	Hold	1,245	–	–	0.05%	136
2016 Q2	$110K	Hold	1,245	–	–	0.05%	127
2016 Q1	$98K	Hold	1,245	–	–	0.04%	137
2015 Q4	$91K	Hold	1,245	–	–	0.03%	151
2015 Q3	$88K	Buy	+1,245	New	+$94K	0.03%	142

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

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

Geode Capital Management

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

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return