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The Kraft Heinz Company

KHC Consumer Staples
$24.39 +$0.17 (0.70%)
Market Cap: $28.92 B
Gurus Holding
17
Popularity Rank
#64
% of Shares Held
30.26%
Net Activity (Q1 2026)
-$58.41 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 Q1 2026, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $8.75 B.

Top institutional holders include Warren Buffett and HOTCHKIS & WILEY.

Notably, Prem Watsa has expressed high conviction in this stock, allocating 6.10% of their equity portfolio to it.

Institutional sentiment is currently Bearish. This is evidenced by a $58.41 M net outflow during the quarter.

Recent activity highlights Fairholme Focused Income Fund who opened a new position. Conversely, Mairs and Power reduced exposure by 81.1%.

Key Holders

Top 5 by Value

$7.32 B
$343.38 M
$118.43 M
$88.81 M
$61.62 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$22.03 M
Total Buy Value
New Buys 2
Additions 6
-$80.44 M
Total Sell Value
Reductions 6
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
9
Net Buyers
8

FAQs for The Kraft Heinz Company (KHC)

Major holders include Warren Buffett ($7.32 B), HOTCHKIS & WILEY ($343.38 M), Prem Watsa ($118.43 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 358.87 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $58.41 M, with 8 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 3 fully exited KHC. The total reported sell value was $80.44 M.

Yes, 2 managers opened new positions in KHC, and 6 increased their existing holdings. The total reported buy value was $22.03 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.78% 325,634,818 $7.32 B Q1 2026
1.06% Reduce -3.4% 15,268,339 $343.38 M Q1 2026
6.10% Add 2.9% 5,268,200 $118.43 M Q1 2026
4.37% Reduce -12.0% 3,948,713 $88.81 M Q1 2026
0.03% Reduce -1.0% 2,771,123 $61.62 M Q1 2026
0.18% 2,472,600 $55.61 M Q1 2026
0.08% Add 56.4% 1,151,000 $25.89 M Q1 2026
0.06% Add 19.5% 1,093,465 $24.59 M Q1 2026
0.07% Reduce -81.1% 316,563 $7.12 M Q1 2026
0.06% Add 10.6% 260,000 $5.85 M Q1 2026
3.14% Add 13.8% 201,140 $4.52 M Q1 2026
0.04% Reduce -10.4% 122,599 $2.76 M Q1 2026
0.16% New Buy 105,300 $2.37 M Q1 2026
0.16% New Buy 105,300 $2.37 M Q1 2026
0.02% Reduce -17.0% 80,659 $1.81 M Q1 2026
0.74% New Buy 69,500 $1.56 M Q1 2026
0.01% Add 24.6% 65,801 $1.48 M Q1 2026
0.20% 42,000 $944,580 Q1 2026
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