Mosaic Family Wealth’s The Kraft Heinz Company KHC Stock Holding History

Mosaic Family Wealth’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 Q2	–	Sell	-725	Closed	-$24K	–	398
2019 Q1	$24K	Sell	725 -17	-2%	-$693	0.01%	415
2018 Q4	$32K	Hold	742	–	–	0.01%	359
2018 Q3	$40K	Sell	742 -280	-27%	-$16.7K	0.02%	346
2018 Q2	$64K	Hold	1,022	–	–	0.02%	273
2018 Q1	$64K	Hold	1,022	–	–	0.02%	276
2017 Q4	$79K	Sell	1,022 -33	-3%	-$2.59K	0.03%	264
2017 Q3	$82K	Buy	1,055 +313	+42%	+$26.2K	0.03%	283
2017 Q2	$64K	Sell	742 -900	-55%	-$81.6K	0.03%	295
2017 Q1	$149K	Hold	1,642	–	–	0.06%	211
2016 Q4	$143K	Hold	1,642	–	–	0.07%	212
2016 Q3	$147K	Buy	1,642 +900	+121%	+$79.6K	0.07%	200
2016 Q2	$66K	Sell	742 -76	-9%	-$6.25K	0.03%	293
2016 Q1	$64K	Sell	818 -338	-29%	-$25.3K	0.03%	297
2015 Q4	$84K	Buy	+1,156	New	+$85.3K	0.04%	242

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mosaic Family Wealth's KHC Position: Q2 2019 in Review

Mosaic Family Wealth sold out of The Kraft Heinz Company (KHC) in Q2 2019, closing a stake of 725 shares — an estimated $24K sold.

Mosaic Family Wealth first reported a position in KHC in Q4 2015 and held it in 14 quarters. The position peaked at $149K in Q1 2017. 931 funds tracked by Wall St. Rank hold KHC as of Q2 2019.

Mosaic Family Wealth reported no remaining The Kraft Heinz Company position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 725 The Kraft Heinz Company shares in Q2 2019, an estimated $24K.
Mosaic Family Wealth first reported a position in The Kraft Heinz Company in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's The Kraft Heinz Company position peaked at $149K in Q1 2017.
931 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.