Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
KIA
WFM
KCM Investment Advisors’s
Whole Foods Market Inc
WFM
Stock Holding History
KCM Investment Advisors’s Portfolio
WFM Stock Details
WFM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q2
–
Sell
-105,199
Closed
-$3.13M
–
552
2017
Q1
$3.13M
Sell
105,199
-9,523
-8%
-$287K
0.2%
126
2016
Q4
$3.53M
Sell
114,722
-11,675
-9%
-$351K
0.24%
112
2016
Q3
$3.58M
Sell
126,397
-2,898
-2%
-$89.2K
0.25%
105
2016
Q2
$4.14M
Sell
129,295
-1,898
-1%
-$59K
0.29%
98
2016
Q1
$4.08M
Sell
131,193
-4,546
-3%
-$142K
0.3%
95
2015
Q4
$4.55M
Sell
135,739
-4,571
-3%
-$145K
0.36%
84
2015
Q3
$4.44M
Sell
140,310
-1,524
-1%
-$53.9K
0.37%
83
2015
Q2
$5.59M
Buy
141,834
+4,280
+3%
+$191K
0.44%
61
2015
Q1
$7.16M
Buy
137,554
+6,350
+5%
+$340K
0.57%
46
2014
Q4
$6.62M
Buy
131,204
+9,951
+8%
+$438K
0.56%
47
2014
Q3
$4.62M
Buy
121,253
+11,099
+10%
+$424K
0.42%
68
2014
Q2
$4.25M
Buy
110,154
+6,675
+6%
+$291K
0.4%
70
2014
Q1
$5.25M
Buy
103,479
+3,720
+4%
+$198K
0.54%
47
2013
Q4
$5.77M
Buy
99,759
+10,923
+12%
+$648K
0.63%
34
2013
Q3
$5.2M
Buy
88,836
+6,064
+7%
+$335K
0.62%
37
2013
Q2
$4.26M
Buy
+82,772
New
+$3.99M
0.52%
50
Other funds holding WFM
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
JP
Jana Partners
New York
$1.34B AUM
4.95%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Sands Capital Management
Arlington, Virginia
$25.5B AUM
26.46%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
PRCM
Pine River Capital Management
Minnetonka, Minnesota
$32.9M AUM
4.47%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close