Jeremy Grantham's KHC Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 915,299 shares of The Kraft Heinz Company (KHC) worth $22.2 M, representing 0.06% of the portfolio. First purchased in 2020-Q4, this long-term strategic position has been held for 21 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 768,700 shares. Largest reduction occurred in Q1 2022, reducing 423,254 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +109,686 | Add 13.62% | 915,299 | $24.25 |
| Q3 2025 | -18,623 | Reduce 2.26% | 805,613 | $26.04 |
| Q2 2025 | -346,384 | Reduce 29.59% | 824,236 | $25.82 |
| Q1 2025 | -92,401 | Reduce 7.32% | 1.17 M | $30.43 |
| Q4 2024 | -23,780 | Reduce 1.85% | 1.26 M | $30.71 |
| Q3 2024 | +60,960 | Add 4.97% | 1.29 M | $35.11 |
| Q2 2024 | -12,751 | Reduce 1.03% | 1.23 M | $32.22 |
| Q1 2024 | -107,433 | Reduce 7.98% | 1.24 M | $36.90 |
| Q4 2023 | +16,314 | Add 1.23% | 1.35 M | $36.98 |
| Q3 2023 | +371,188 | Add 38.72% | 1.33 M | $33.64 |
| Q2 2023 | -96,897 | Reduce 9.18% | 958,523 | $35.50 |
| Q1 2023 | -72,050 | Reduce 6.39% | 1.06 M | $38.67 |
| Q4 2022 | +241,450 | Add 27.25% | 1.13 M | $40.71 |
| Q3 2022 | +768,700 | Add 655.22% | 886,020 | $33.35 |
| Q2 2022 | +30,874 | Add 35.71% | 117,320 | $38.14 |
| Q1 2022 | -423,254 | Reduce 83.04% | 86,446 | $39.39 |
| Q4 2021 | +99,100 | Add 24.14% | 509,700 | $35.90 |
| Q3 2021 | -143,500 | Reduce 25.90% | 410,600 | $36.82 |
| Q2 2021 | +100,300 | Add 22.10% | 554,100 | $40.78 |
| Q1 2021 | +226,600 | Add 99.74% | 453,800 | $40.00 |
| Q4 2020 | +227,200 | New Buy | 227,200 | $34.66 |
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 21 quarters since Q4 2020.
Jeremy Grantham's largest addition to The Kraft Heinz Company (KHC) was in Q3 2022, adding 886,020 shares worth $29.55 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 915,299 shares of The Kraft Heinz Company (KHC), valued at approximately $22.2 M.
As of the Q4 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.
Jeremy Grantham's peak holding in The Kraft Heinz Company (KHC) was 1,346,025 shares, as reported at the end of Q4 2023.