Bye Bye Buffett Halo: Is Berkshire Ready To Dump Its Whole Stake In This Retail Behemoth?

Berkshire Hathaway could liquidate its large Kraft Heinz stake, a move that would likely crash the packaged-food company's depressed share price and reverberate through investor sentiment. Berkshire paid about $75.50 per KHC share in 2015 but still holds roughly $7.3 billion worth of stock trading near $22 today. The firm registered a filing earlier this year covering a 27.5% stake that would permit full liquidation. Kraft has underperformed for years (including a $15 billion goodwill writedown in 2019 and an SEC probe), and analysts forecast revenue down ~2% in 2026 with modest growth thereafter. A massive Berkshire sale would be a large institutional outflow that could amplify downward pressure on KHC and reshape Berkshire’s capital allocation toward more promising investments.