WIC
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Whitegate Investment Counselors’s Kraft Heinz KHC Stock Holding History

Whitegate Investment Counselors’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
-7,084
Closed -$220K – 203
2019
Q2 		$220K Sell
7,084
-3,200
-31% -$101K 0.04% 184
2019
Q1 		$336K Sell
10,284
-1,600
-13% -$65.2K 0.07% 154
2018
Q4 		$511K Buy
+11,884
New +$615K 0.12% 127

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BlackRock
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State Street
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Franklin Resources
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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