15
KHC
KRAFT HEINZ CO · Consumer Staples
Consensus score 15/100 · #40 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-10-14
vs 50-day avg
-7.3%
21-day momentum
-8.2%
recent volume
0.97×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-4.4%
30-wk MA slope
-0.6%
rel. strength
-7.5
52-wk range
24%
Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
5
tracked managers
New this Q
0
opened a position
Avg weight
4.1%
of their portfolios
Combined value
$8.18B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Fairfax Financial Concentrated | 12.8% | $338M | ADD |
| Southeastern / Longleaf Deep value | 4.4% | $85M | TRIM |
| Berkshire Hathaway Quality compounder | 2.6% | $7.69B | HOLD |
| Fairholme Capital Deep value | 0.3% | $5M | ADD |
| Gates Foundation Trust Concentrated | 0.2% | $58M | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.