Joel Greenblatt’s KHC Holdings & Trades

First Buy
Q3 2015
Duration Held
41 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 626.8K 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 41 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in KHC, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2019, adding 451.8K shares. Largest reduction occurred in Q1 2020, reducing 1.1M 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

Period 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 3,612 $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 129,862 $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 41 quarters since Q3 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's largest addition to The Kraft Heinz Company (KHC) was in Q2 2019, adding 1,109,370 shares worth $34.44 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

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. 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 0.07% of Joel Greenblatt'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.

Joel Greenblatt's peak holding in The Kraft Heinz Company (KHC) was 1,109,370 shares, as reported at the end of Q2 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.