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NASDAQ · Consumer Staples

KRAFT HEINZ CO KHC

The Kraft Heinz Company, together with its subsidiaries, manufactures and markets food and beverage products in North America and internationally. Its products include condiments, sauces, dressings, and spreads; cheese, frozen potato products, and other frozen meals; meal kits, frozen snacks, and pickles; dry packaged desserts, refrigerated ready to eat desserts, and other dessert toppings; ready to drink and powdered beverages, and liquid concentrates; American sliced and recipe cheeses; mainstream coffee, coffee pods, and premium coffee; and cold cuts, bacon, and hot dogs.

Sources StockAnalysis company profile stockanalysis.com
Packaged Food

Company profile

Business mix

  • Its products include condiments, sauces, dressings, and spreads; cheese, frozen potato products, and other frozen meals; meal kits, frozen snacks, and pickles; dry packaged desserts, refrigerated ready to eat desserts, and other dessert toppings.
  • It offers its products under the Kraft, Oscar Mayer, Heinz, Philadelphia, Lunchables, Velveeta, Ore-Ida, Capri Sun, Maxwell House, Kool-Aid, Jell-O, ABC, Master, Quero, Golden Circle, Wattie’s, Pudliszki, and Plasmon brands, as well as Bagel Bites.
  • It sells its products through its own sales organizations, as well as through independent brokers, agents, and distributors to chain, wholesale, cooperative, and independent grocery accounts; convenience, value, and club stores.
  • The company has a strategic partnership with the National Football League. The company was formerly known as H.J.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in packaged foods?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 14.73% Buyback 1.99%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Berkshire Hathaway Warren Buffett 2.8% $7.3B 2026-03-31
Fairfax Financial Prem Watsa 6.1% $118.4M 2026-03-31
Southeastern Asset Management Mason Hawkins 4.4% $88.8M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $76.4M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +1.0% +3,395,932 / 331,455,799
Berkshire Hathaway Warren Buffett 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 325,634,818 Last 4 periods +0 (0.0%) Total shares 325,634,818 Value $7.3B
Fairfax Financial Prem Watsa 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 45.4% 13F value change +$23.9M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 4.8% 13F value change +$7.2M
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 2.9% 13F value change -$5.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,359,000 Last 4 periods +1,909,200 (+56.8%) Total shares 5,268,200 Value $118.4M
Southeastern Asset Management Mason Hawkins 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 49.2% 13F value change +$20.0M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -1.0% 13F value change -$152,200
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 23.4% 13F value change +$14.1M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -12.0% 13F value change -$20.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,461,981 Last 4 periods +1,486,732 (+60.4%) Total shares 3,948,713 Value $88.8M
First Eagle legacy Jean-Marie Eveillard 3 filing periods
13F 2025-03-31 Filed 2025-05-12
New Shares - 13F value change +$148.3M
13F 2025-06-30 Filed 2025-08-06
Major reduction Shares -18.5% 13F value change -$45.7M
13F 2025-09-30 Filed 2025-11-12
Sold out Shares -100.0% 13F value change -$102.6M
Settlement As of 13F 2025-09-30 · Filed 2025-11-12
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.