7
KHC
KRAFT HEINZ CO · Consumer Staples
Consensus score 7/100 · #66 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-07-10
vs 50-day avg
+5.4%
21-day momentum
+6.1%
recent volume
0.89×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S1· BasingStage Analysis · Weinstein
vs 30-wk avg
+5.6%
30-wk MA slope
-0.5%
rel. strength
-14.0
52-wk range
47%
Basing after a decline — accumulation; not yet a buy. Watch for a Stage 2 breakout. 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
1
opened a position
Avg weight
2.7%
of their portfolios
Combined value
$7.59B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Fairfax Financial Concentrated | 6.1% | $118M | ADD |
| Southeastern / Longleaf Deep value | 4.4% | $89M | TRIM |
| Berkshire Hathaway Quality compounder | 2.8% | $7.32B | HOLD |
| Gates Foundation Trust Concentrated | 0.2% | $56M | HOLD |
| Fairholme Capital Deep value | 0.2% | $2M | NEW |
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.