What smart money is saying about Kraft Heinz
KHC
No fund has written a full thesis on Kraft Heinz in our archive, but 1 fund letter reports a position in it — most recently Cooke & Bieler All Cap Value Equity in June 2026.
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1
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in Kraft Heinz on record in the archive was reported in Q2 2026, across 1 fund letter, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- June 2026
“Eliminations Kraft Heinz (KHC) was eliminated to make room for better opportunities.”
Kraft Heinz
Also mentioned · 1
These funds discuss Kraft Heinz — as a competitor, benchmark or comparable — without disclosing a position in it.
- September 2026
“Dividend cuts Dividend cuts usually increase in times of economic downturns or recessions. Q3 2026, however, has seen the highest proportion of dividend cuts since the peak of COVID 2020. Dividend changes by %: Universe of 11,000 Global Equities Source: Wall Street Horizon, September 2026 Not only this, but buyback volumes are on track for a 10-year historic low: Global corporate buyback announcements: Universe of 11,000 Global Equities Source: Wall Street Horizon, September 2026 There are two frequently cited reasons: wider needs for capital expenditure, which has become more expensive through inflation, and increased interest rates and uncertainty. 6 But dividend pressures have been particularly pronounced in three sectors: consumer staples, chemicals and telecoms. In Q3 alone, Conagra and Campbell’s cut their dividends, and Kraft Heinz, General Mills and Hormel kept theirs flat.”
Kraft Heinz
Read the letters behind these Kraft Heinz positions
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