January 20, 2026
Finance

Kraft Heinz Shares Drop as Berkshire Hathaway Indicates Large Stock Sale

Berkshire Hathaway's intent to divest substantial Kraft Heinz holdings weighs on stock performance ahead of Q4 earnings report

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Summary

Shares of Kraft Heinz Company have fallen notably during after-hours trading following an official filing by major shareholder Berkshire Hathaway, which signaled plans to sell up to approximately 325 million shares. This potential large-scale divestiture represents nearly the entirety of Berkshire's current stake in the company. Kraft Heinz is set to report its financial results for the fourth quarter and full year 2025 in February, a key event investors are closely watching.

Key Points

Berkshire Hathaway intends to sell up to 325.44 million shares of Kraft Heinz, nearly matching its full holding of 325.63 million shares.
This stake accounted for 27.5% ownership of Kraft Heinz and 2.5% of Berkshire's total portfolio as of late September 2025.
The potential sale represents Berkshire's most significant move since Warren Buffett stepped down as CEO at the end of 2025.
Kraft Heinz is expected to report Q4 and full-year 2025 earnings on February 11, with consensus forecasting 61 cents per share for the quarter.

The stock price of the Kraft Heinz Company (NASDAQ:KHC) experienced a significant downturn in after-hours trading on Tuesday after Berkshire Hathaway, the company’s prominent shareholder, filed paperwork indicating its plan to sell a substantial quantity of Kraft Heinz shares.

Specifically, Berkshire Hathaway's filing revealed the intention to sell up to approximately 325.44 million shares of Kraft Heinz. This figure closely matches the total number of shares Berkshire currently holds. The company’s filings from September 30, 2025, indicate Berkshire possessed about 325.63 million shares, accounting for a 27.5% ownership stake in Kraft Heinz. The stake also constitutes around 2.5% of Berkshire Hathaway’s entire investment portfolio.

Berkshire Hathaway has maintained its investment in Kraft Heinz since the food and beverage enterprise was formed through the merger of H.J. Heinz and Kraft Foods in July 2015, signifying a decade-long association between the two companies.

It is notable that Berkshire Hathaway's recent move follows the retirement of Warren Buffett as CEO at the end of 2025. The leadership transition to Greg Abel marks a new era for Berkshire, and this proposed substantial incremental stock sale in Kraft Heinz represents one of the most consequential asset adjustments since Buffett’s departure.

Investors are also anticipating Kraft Heinz’s upcoming financial disclosure scheduled for February 11, when the company is expected to announce its fourth-quarter and full-year 2025 earnings results. Market consensus forecasts earnings of 61 cents per share for the quarterly period, a figure that analysts will be watching closely amid the company’s recent stock volatility and Berkshire Hathaway’s trading intentions.

Following the filing, Kraft Heinz shares fell sharply, dropping 5.14% in extended trading to $22.54 per share as of the latest reporting, according to market data tracking platforms. The stock is nearing historically low price levels during after-hours activity, reflecting market concern over the potential supply increase from Berkshire’s proposed sale.

Market data services highlight Kraft Heinz's technical metrics indicating depressed momentum and growth scores. While detailed valuation metrics are not fully available, the stock's recent trend points toward a challenging market environment. The company's stock performance update is available through financial data providers offering real-time ranking and scoring tools tailored for active investors.

This development underscores an important juncture for Kraft Heinz as it balances investor expectations, the implications of a large shareholder’s divestment, and the forthcoming earnings results. Stakeholders will be closely monitoring how the company navigates these factors in the near term.

Risks
  • Large-scale selling by Berkshire Hathaway could put downward pressure on Kraft Heinz's stock price.
  • The stock is trading near historical lows, suggesting increased volatility and market uncertainty.
  • Investor reaction ahead of the upcoming earnings report may be cautious given the announced share sale.
  • Limitations in current valuation metrics for the stock could add to investor hesitancy.
Disclosure
Education only / not financial advice
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