Jeremy Grantham's KHC Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 805.6K shares of The Kraft Heinz Company (KHC) worth $20.98 M, representing 0.06% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in KHC, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 768.7K shares. Largest reduction occurred in Q1 2022, reducing 423.3K shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's The Kraft Heinz Company (KHC) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Kraft Heinz Company (KHC) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2020 | +227,200 | New Buy | 227,200 | $34.66 |
| Q1 2021 | +226,600 | Add 99.74% | 453,800 | $40.00 |
| Q2 2021 | +100,300 | Add 22.10% | 554,100 | $40.78 |
| Q3 2021 | -143,500 | Reduce 25.90% | 410,600 | $36.82 |
| Q4 2021 | +99,100 | Add 24.14% | 509,700 | $35.90 |
| Q1 2022 | -423,254 | Reduce 83.04% | 86,446 | $39.39 |
| Q2 2022 | +30,874 | Add 35.71% | 117,320 | $38.14 |
| Q3 2022 | +768,700 | Add 655.22% | 886,020 | $33.35 |
| Q4 2022 | +241,450 | Add 27.25% | 1.13 M | $40.71 |
| Q1 2023 | -72,050 | Reduce 6.39% | 1.06 M | $38.67 |
| Q2 2023 | -96,897 | Reduce 9.18% | 958,523 | $35.50 |
| Q3 2023 | +371,188 | Add 38.72% | 1.33 M | $33.64 |
| Q4 2023 | +16,314 | Add 1.23% | 1.35 M | $36.98 |
| Q1 2024 | -107,433 | Reduce 7.98% | 1.24 M | $36.90 |
| Q2 2024 | -12,751 | Reduce 1.03% | 1.23 M | $32.22 |
| Q3 2024 | +60,960 | Add 4.97% | 1.29 M | $35.11 |
| Q4 2024 | -23,780 | Reduce 1.85% | 1.26 M | $30.71 |
| Q1 2025 | -92,401 | Reduce 7.32% | 1.17 M | $30.43 |
| Q2 2025 | -346,384 | Reduce 29.59% | 824,236 | $25.82 |
| Q3 2025 | -18,623 | Reduce 2.26% | 805,613 | $26.04 |
Jeremy Grantham's The Kraft Heinz Company Investment FAQs
Jeremy Grantham first purchased The Kraft Heinz Company (KHC) in Q4 2020, acquiring 227,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held The Kraft Heinz Company (KHC) for 20 quarters since Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to The Kraft Heinz Company (KHC) was in Q3 2022, adding 886,020 shares worth $29.55 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 805,613 shares of The Kraft Heinz Company (KHC), valued at approximately $20.98 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Kraft Heinz Company (KHC) represents approximately 0.06% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in The Kraft Heinz Company (KHC) was 1,346,025 shares, as reported at the end of Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.