Mosaic Family Wealth’s Kraft Heinz 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 $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Mosaic Family Wealth sold out of Kraft Heinz (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 Kraft Heinz position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 725 Kraft Heinz shares in Q2 2019, an estimated $24K.
Mosaic Family Wealth first reported a position in Kraft Heinz in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Kraft Heinz position peaked at $149K in Q1 2017.
931 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2019.

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