John Overdeck’s The Kraft Heinz Company KHC Stock Holding History

John Overdeck’s Portfolio KHC Stock Details KHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.3M	Buy	2,046,237 +1,875,937	+1,102%	+$43.3M	0.04%	573
2026 Q1	$3.83M	Sell	170,300 -51,700	-23%	-$1.22M	﹤0.01%	2212
2025 Q4	$5.38M	Buy	222,000 +12,748	+6%	+$317K	0.01%	1659
2025 Q3	$5.45M	Buy	209,252 +130,251	+165%	+$3.54M	0.01%	1386
2025 Q2	$2.04M	Buy	+79,001	New	+$2.19M	﹤0.01%	1821
2023 Q4	–	Sell	-87,701	Closed	-$2.95M	–	3261
2023 Q3	$2.95M	Buy	+87,701	New	+$3.03M	0.01%	1165
2022 Q4	–	Sell	-2,171,785	Closed	-$72.4M	–	2939
2022 Q3	$72.4M	Buy	2,171,785 +538,842	+33%	+$20M	0.25%	98
2022 Q2	$62.3M	Buy	1,632,943 +100,213	+7%	+$4.01M	0.21%	130
2022 Q1	$60.4M	Buy	+1,532,730	New	+$57.4M	0.18%	146
2021 Q2	–	Sell	-135,916	Closed	-$5.72M	–	4320
2021 Q1	$5.44M	Buy	135,916 +68,118	+100%	+$2.45M	0.01%	988
2020 Q4	$2.35M	Buy	67,798 +41,600	+159%	+$1.35M	0.01%	1396
2020 Q3	$785K	Sell	26,198 -20,585	-44%	-$685K	﹤0.01%	1919
2020 Q2	$1.49M	Buy	+46,783	New	+$1.4M	0.01%	1263
2020 Q1	–	Sell	-120,906	Closed	-$3.32M	–	3489
2019 Q4	$3.88M	Sell	120,906 -844,767	-87%	-$25.6M	0.01%	1118
2019 Q3	$27M	Buy	965,673 +688,698	+249%	+$19.8M	0.09%	281
2019 Q2	$8.6M	Buy	+276,975	New	+$8.73M	0.03%	659
2019 Q1	–	Sell	-348,156	Closed	-$14.2M	–	3264
2018 Q4	$15M	Buy	+348,156	New	+$18M	0.06%	410
2018 Q2	–	Sell	-14,227	Closed	-$844K	–	3488
2018 Q1	$886K	Buy	+14,227	New	+$1.02M	﹤0.01%	2094
2017 Q4	–	Sell	-569,966	Closed	-$44.8M	–	3273
2017 Q3	$44.2M	Buy	569,966 +441,695	+344%	+$36.9M	0.16%	169
2017 Q2	$11M	Buy	+128,271	New	+$11.6M	0.04%	486
2016 Q4	–	Sell	-287,123	Closed	-$24.6M	–	3325
2016 Q3	$25.7M	Sell	287,123 -36,996	-11%	-$3.27M	0.09%	253
2016 Q2	$28.7M	Buy	+324,119	New	+$26.7M	0.12%	200

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

John Overdeck's KHC Position: Q2 2026 in Review

John Overdeck increased its The Kraft Heinz Company (KHC) stake by 1,102% in Q2 2026, buying an estimated $43.3M and bringing the position to 2,046,237 shares worth $48.3M. The position accounts for 0.04% of the portfolio, ranked #573.

John Overdeck first reported a position in KHC in Q2 2016 and has held it in 22 quarters since. The position peaked at $72.4M in Q3 2022. 1,118 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

John Overdeck held 2,046,237 shares of The Kraft Heinz Company worth $48.3M as of Q2 2026.
John Overdeck bought 1,875,937 The Kraft Heinz Company shares in Q2 2026, an estimated $43.3M.
The Kraft Heinz Company made up 0.04% of John Overdeck's portfolio in Q2 2026, its #573 holding.
John Overdeck first reported a position in The Kraft Heinz Company in Q2 2016 and has held it in 22 quarters since.
John Overdeck's The Kraft Heinz Company position peaked at $72.4M in Q3 2022.
1,118 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.