Guru Ownership Over Time
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 Q3 2025, a total of 18 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $8.79 B.
Top institutional holders include Warren Buffett and HOTCHKIS & WILEY.
Notably, Prem Watsa has expressed high conviction in this stock, allocating 6.45% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $108.66 M net outflow during the quarter.
Recent activity highlights Lee Ainslie who opened a new position. Conversely, Manning & Napier Group reduced exposure by 47.1%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 3.17% | 325,634,818 | $8.48 B | Q3 2025 | ||
| 1.23% | Reduce -0.5% | 15,334,232 | $399.3 M | Q3 2025 | |
| 6.45% | Add 4.8% | 5,119,000 | $133.25 M | Q3 2025 | |
| 4.83% | Reduce -1.0% | 3,637,374 | $94.72 M | Q3 2025 | |
| 0.18% | Reduce -5.7% | 2,472,600 | $64.39 M | Q3 2025 | |
| 0.04% | Reduce -5.0% | 2,403,306 | $62.27 M | Q3 2025 | |
| 0.55% | Reduce -6.3% | 2,231,175 | $58.1 M | Q3 2025 | |
| 0.06% | Reduce -2.3% | 805,613 | $20.98 M | Q3 2025 | |
| 0.07% | Add 30.9% | 626,844 | $16.32 M | Q3 2025 | |
| 0.01% | Reduce -6.9% | 343,900 | $8.96 M | Q3 2025 | |
| 3.20% | Add 0.7% | 211,151 | $5.5 M | Q3 2025 | |
| 0.05% | Add 68.0% | 210,000 | $5.47 M | Q3 2025 | |
| 0.06% | Reduce -47.1% | 168,802 | $4.4 M | Q3 2025 | |
| 0.03% | Reduce -22.9% | 118,578 | $3.09 M | Q3 2025 | |
| 0.02% | New Buy | 65,900 | $1.72 M | Q3 2025 | |
| 0.01% | Add 7.9% | 52,255 | $1.36 M | Q3 2025 | |
| 0.24% | 42,000 | $1.09 M | Q3 2025 | ||
| 0.02% | 9,000 | $234,360 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for The Kraft Heinz Company (KHC)
Top Guru holders include Warren Buffett ($8.48 B), HOTCHKIS & WILEY ($399.3 M), Prem Watsa ($133.25 M). Collectively, tracked Gurus hold 359.49 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $108.66 M, with 6 Gurus buying and 10 Gurus selling.
In the recent quarter, 9 Gurus reduced their positions, and 1 Gurus sold out of KHC completely. Total sell value was $122.7 M.
Yes, 1 Gurus opened new positions in KHC, and 5 added to their existing holdings. Total buy value was $14.04 M.