Joel Greenblatt’s KHC Holdings & Trades

First Buy
Q3 2015
Duration Held
40 Quarters
Largest Add
Q2 2019
+451,826 Shares
Current Position
626,844 Shares
$16.32 M Value

Joel Greenblatt's KHC Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 626,844 shares of The Kraft Heinz Company (KHC) worth $16.32 M, representing 0.07% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 40 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in KHC, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2019, adding 451,826 shares. Largest reduction occurred in Q1 2020, reducing 1.06 M shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt'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 Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2015 +44,948 New Buy 44,948 $70.57
Q4 2015 -41,336 Reduce 91.96% 3,612 $72.81
Q1 2016 -3,612 Sold Out 0 $0.00
Q2 2016 +133,824 New Buy 133,824 $88.48
Q3 2016 -3,962 Reduce 2.96% 129,862 $89.51
Q4 2016 -129,862 Sold Out 0 $0.00
Q2 2017 +3,981 New Buy 3,981 $85.66
Q3 2017 +158,794 Add 3988.80% 162,775 $77.55
Q4 2017 +62,465 Add 38.38% 225,240 $77.76
Q1 2018 +231,891 Add 102.95% 457,131 $62.29
Q2 2018 +156,720 Add 34.28% 613,851 $62.82
Q3 2018 +55,488 Add 9.04% 669,339 $55.11
Q4 2018 +88,518 Add 13.22% 757,857 $43.04
Q1 2019 -100,313 Reduce 13.24% 657,544 $32.65
Q2 2019 +451,826 Add 68.71% 1.11 M $31.04
Q3 2019 -319,529 Reduce 28.80% 789,841 $27.93
Q4 2019 +299,108 Add 37.87% 1.09 M $32.13
Q1 2020 -1.06 M Reduce 97.34% 28,986 $24.74
Q2 2020 +119,290 Add 411.54% 148,276 $31.89
Q3 2020 +276,962 Add 186.79% 425,238 $29.95
Q4 2020 -108,695 Reduce 25.56% 316,543 $34.66
Q1 2021 -107,062 Reduce 33.82% 209,481 $40.00
Q2 2021 +82,234 Add 39.26% 291,715 $40.78
Q3 2021 +2,847 Add 0.98% 294,562 $36.82
Q4 2021 -24,018 Reduce 8.15% 270,544 $35.90
Q1 2022 -127,074 Reduce 46.97% 143,470 $39.39
Q2 2022 -9,851 Reduce 6.87% 133,619 $38.14
Q3 2022 -39,923 Reduce 29.88% 93,696 $33.35
Q4 2022 -50,296 Reduce 53.68% 43,400 $40.71
Q1 2023 +110,022 Add 253.51% 153,422 $38.67
Q2 2023 +72,709 Add 47.39% 226,131 $35.50
Q3 2023 -384 Reduce 0.17% 225,747 $33.64
Q4 2023 +24,128 Add 10.69% 249,875 $36.98
Q1 2024 -24,026 Reduce 9.62% 225,849 $36.90
Q2 2024 +116,503 Add 51.58% 342,352 $32.22
Q3 2024 +16,865 Add 4.93% 359,217 $35.11
Q4 2024 -32,570 Reduce 9.07% 326,647 $30.71
Q1 2025 +22,215 Add 6.80% 348,862 $30.43
Q2 2025 +129,939 Add 37.25% 478,801 $25.82
Q3 2025 +148,043 Add 30.92% 626,844 $26.04

Joel Greenblatt's The Kraft Heinz Company Investment FAQs

Joel Greenblatt first purchased The Kraft Heinz Company (KHC) in Q3 2015, acquiring 44,948 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held The Kraft Heinz Company (KHC) for 40 quarters since Q3 2015.

Joel Greenblatt's largest addition to The Kraft Heinz Company (KHC) was in Q2 2019, adding 1,109,370 shares worth $34.44 M.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 626,844 shares of The Kraft Heinz Company (KHC), valued at approximately $16.32 M.

As of the Q3 2025 filing, The Kraft Heinz Company (KHC) represents approximately 0.07% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in The Kraft Heinz Company (KHC) was 1,109,370 shares, as reported at the end of Q2 2019.