OWD
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Osborn Williams & Donohoe’s Kraft Heinz KHC Stock Holding History

Osborn Williams & Donohoe’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
-9,880
Closed -$276K – 308
2019
Q3 		$276K Buy
9,880
+200
+2% +$5.75K 0.03% 274
2019
Q2 		$300K Buy
9,680
+968
+11% +$30.5K 0.03% 272
2019
Q1 		$287K Buy
8,712
+2,189
+34% +$89.2K 0.03% 301
2018
Q4 		$281K Hold
6,523
– – 0.05% 189
2018
Q3 		$360K Hold
6,523
– – 0.06% 195
2018
Q2 		$410K Sell
6,523
-60
-0.9% -$3.56K 0.07% 176
2018
Q1 		$410K Hold
6,583
– – 0.07% 171
2017
Q4 		$511K Hold
6,583
– – 0.09% 158
2017
Q3 		$511K Hold
6,583
– – 0.09% 153
2017
Q2 		$564K Sell
6,583
-160
-2% -$14.5K 0.1% 148
2017
Q1 		$612K Hold
6,743
– – 0.11% 145
2016
Q4 		$589K Hold
6,743
– – 0.11% 146
2016
Q3 		$604K Hold
6,743
– – 0.12% 144
2016
Q2 		$597K Hold
6,743
– – 0.12% 136
2016
Q1 		$529K Buy
6,743
+2,720
+68% +$204K 0.11% 143
2015
Q4 		$293K Sell
4,023
-46
-1% -$3.39K 0.06% 171
2015
Q3 		$298K Buy
+4,069
New +$307K 0.06% 168

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AIG
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
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