MWM
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Mascoma Wealth Management’s Kraft Heinz KHC Stock Holding History

Mascoma 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
Q3 		– Sell
-23
Closed -$1K – 227
2019
Q2 		$1K Sell
23
-260
-92% -$8.2K ﹤0.01% 362
2019
Q1 		$9K Hold
283
– – 0.01% 275
2018
Q4 		$12K Hold
283
– – 0.01% 246
2018
Q3 		$16K Hold
283
– – 0.01% 252
2018
Q2 		$18K Hold
283
– – 0.01% 230
2018
Q1 		$18K Hold
283
– – 0.01% 226
2017
Q4 		$22K Hold
283
– – 0.01% 208
2017
Q3 		$22K Hold
283
– – 0.01% 224
2017
Q2 		$24K Buy
283
+153
+118% +$13.9K 0.02% 218
2017
Q1 		$12K Hold
130
– – 0.01% 249
2016
Q4 		$11K Buy
+130
New +$11.1K 0.01% 257

Other funds holding KHC

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Vanguard Group
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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 $653B AUM 32.41% 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