What smart money is saying about Koninklijke Ahold Delhaize
AD.AS
No fund has written a full thesis on Koninklijke Ahold Delhaize in our archive, but 2 fund letters report a position in it — most recently Polaris Capital Management International Equity Composite in September 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Koninklijke Ahold Delhaize, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions
- HoldsPolaris Capital Management International Equity CompositeSeptember 2026
“accelerating profitability, and raised full-year profit guidance as savings from its Bakkavor merger arrived earlier than expected. By contrast, Koninklijke Ahold Delhaize slipped as modest U.S. comparable sales growth and price competition, along with reduced SNAP benefits, limited near-term margins.”
Koninklijke Ahold Delhaize - HoldsPolaris Capital Management International Equity CompositeJune 2026
“Koninklijke Ahold Delhaize declined on CEO Frans Muller’s retirement and margin pressure in U.S. banners (Stop & Shop, Food Lion, Giant), as price cuts by Walmart and Kroger forced a competitive response.”
Koninklijke Ahold Delhaize
Read the letters behind these Koninklijke Ahold Delhaize positions
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