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The Kraft Heinz Company

KHC Consumer Staples
$22.58 +$0.25 (1.12%)
Market Cap: $26.73 B
Gurus Holding
18
Popularity Rank
#52
% of Shares Held
30.53%
Net Activity (Q4 2025)
+$46.15 M

Guru Ownership Trend

Guru Analysis for The Kraft Heinz Company (KHC)

The Kraft Heinz Company (KHC), a key player in the Consumer Staples sector, continues to attract institutional attention.

As of Q4 2025, a total of 18 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $8.16 B.

Top institutional holders include Warren Buffett and HOTCHKIS & WILEY.

Notably, Prem Watsa has expressed high conviction in this stock, allocating 5.96% of their equity portfolio to it.

Institutional sentiment is currently Bullish. This is evidenced by a $46.15 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies who increased their stake by 163.8%. Conversely, Mairs and Power reduced exposure by 25.0%.

Key Holders

Top 5 by Value

$383.26 M
$124.08 M
$108.84 M
$67.9 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$62.06 M
Total Buy Value
New Buys 1
Additions 9
-$15.91 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
10

FAQs for The Kraft Heinz Company (KHC)

Major holders include Warren Buffett ($7.9 B), HOTCHKIS & WILEY ($383.26 M), Prem Watsa ($124.08 M). According to the latest reported data, 18 tracked investment managers collectively hold approximately 361.39 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $46.15 M, with 10 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited KHC. The total reported sell value was $15.91 M.

Yes, 1 managers opened new positions in KHC, and 9 increased their existing holdings. The total reported buy value was $62.06 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.88% 325,634,818 $7.9 B Q4 2025
1.14% Add 3.1% 15,804,586 $383.26 M Q4 2025
5.96% 5,119,000 $124.08 M Q4 2025
4.85% Add 23.4% 4,488,116 $108.84 M Q4 2025
0.04% Add 16.5% 2,800,043 $67.9 M Q4 2025
0.17% 2,472,600 $59.96 M Q4 2025
0.39% Reduce -25.0% 1,672,831 $40.57 M Q4 2025
0.06% Add 13.6% 915,299 $22.2 M Q4 2025
0.03% Add 163.8% 907,200 $22 M Q4 2025
0.07% Add 17.4% 735,771 $17.84 M Q4 2025
0.06% Add 11.9% 235,000 $5.7 M Q4 2025
2.70% Reduce -16.3% 176,807 $4.29 M Q4 2025
0.04% Reduce -19.0% 136,752 $3.34 M Q4 2025
0.02% Reduce -18.1% 97,138 $2.36 M Q4 2025
0.02% Add 33.3% 87,829 $2.13 M Q4 2025
0.00% Add 1.1% 52,833 $1.28 M Q4 2025
0.25% 42,000 $1.02 M Q4 2025
0.00% New Buy 11,883 $288,163 Q4 2025
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