Bill Gates and Warren Buffett’s Berkshire Portfolios Have This One Non-AI Stock in Common

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Bill Gates and Warren Buffett’s Berkshire Portfolios Have This One Non-AI Stock in Common Fahad Saleem Tue, August 18, 2026 at 2:04 PM EDT 2 min read KHC The latest 13F filings show that Bill Gates' foundation trust and Warren Buffett's Berkshire Hathaway, now run by Greg Abel, had one stock in common in their portfolios as of the end of the second quarter: Kraft Heinz (NASDAQ:KHC). Berkshire held a big position that made up 2.6% of its book. The Gates Foundation stake in KHC was worth about $58.4 million. Steve Cahillane took over as Kraft Heinz CEO earlier this year to take up the job of turning around the company. The plan is showing signs of progress. Full-year organic sales guidance improved to a decline of 0.5% to 2%, up from a prior forecast of a decline of 1.5% to 3.5%. In the recent quarter, free cash flow rose 10% year over year, and the company raised its free cash flow conversion guidance to approximately 110% from 100%. Berkshire Hathaway remaining the company's largest shareholder counts as a major vote of confidence. Some analysts have pointed out that Kraft Heinz could become a takeover target for Berkshire or another large food company looking to add scale and cash flow through an accretive deal. Insider buying backs up that confidence. Cahillane purchased 213,106 shares at $23.46 in May, a purchase worth roughly $5 million, bringing his total holdings to 635,160 shares. Bears counter that profits are still shrinking. Adjusted operating income fell 18.4% last quarter, driven by higher marketing spend and higher variable compensation costs. Bears also point to a struggling packaged food sector overall. Average five-year returns across major packaged food stocks sit at negative 16%, compared to gains of 86% for the S&P 500. These declines indicate rising private label competition and shifting consumer tastes away from legacy processed brands. While we acknowledge the risk and potential of KHC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than KHC and that has 10,000% upside potential, check out our report about the cheapest AI stock . READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy . Disclosure: None. Follow Insider Monkey on Google News .

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Warren Buffett's Berkshire Hathaway and the Bill & Gates Foundation were confirmed to simultaneously hold Kraft Heinz (KHC) shares as of the second quarter. Amid restructuring, KHC raised its organic sales outlook and showed a 10% year-over-year increase in free cash flow. However, declining operating profit and overall sluggishness in the processed foods sector still act as investment risks.

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The simultaneous common holding of this stock by Berkshire Hathaway and the Bill & Gates Foundation is a factor supporting market confidence from a value investing perspective, and CEO Steve Cahillane's $5 million share purchase clearly demonstrates turnaround commitment. However, the 18.4% sharp drop in adjusted operating income and the processed foods sector's 5-year return of just -16% prove the pressure of deteriorating profitability.

Future stock prices are divided into turnaround success or further downside simulation depending on the CEO's cost control and achievement of guidance. Investors should monitor intensified competition with private labels and changing consumer tastes as key metrics.

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