LQAI1.220%
as of Jul 17
KHC
DefensiveTHE KRAFT HEINZ COMPANY
The Kraft Heinz Company, together with its subsidiaries, manufactures and markets food and beverage products in North America and internationally. Its products include condiments, sauces, dressings, and spreads; cheese, frozen potato products, and other frozen meals; meal kits, frozen snacks, and pickles; dry packaged desserts, refrigerated ready to eat desserts, and other dessert toppings; ready to drink and powdered beverages, and liquid concentrates; American sliced and recipe cheeses; mainstream coffee, coffee pods, and premium coffee; and cold cuts, bacon, and hot dogs. It offers its products under the Kraft, Oscar Mayer, Heinz, Philadelphia, Lunchables, Velveeta, Ore-Ida, Capri Sun, Maxwell House, Kool-Aid, Jell-O, ABC, Master, Quero, Golden Circle, Wattie's, Pudliszki, and Plasmon brands, as well as Bagel Bites, Claussen, A1, and Cool Whip.
Close · 3M
+5.81%
Held by 2 AI ETFs
AIEQ0.050%
as of Jul 20
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals12
Win rate92% (11/12)
Avg buy return+6.94%
LQAI · Weight increase · 2d
The consecutive weight increase in KHC within LQAI, observed as a gradual uptick from 1.15% to 1.23% across two trading days, suggests the Qraft AI engine is responding to evolving market dynamics for this consumer staples company. Despite KHC’s negative revenue growth and ROE, the fund's AI, which operates without heavy factor tilt and balances broad market exposure with elements of momentum, likely identified the stock's significant 30-day price gain of 15.2% as a compelling signal. This short-term momentum, occurring while the stock trades at 89% of its 52-week high, could be interacting with the low 0.69 PBR to indicate a strengthening short-term outlook. The measured, consecutive increases in allocation reflect the AI’s re-ranking KHC more favorably based on these integrated signals, supporting its position within the core large-cap universe.
weight 1.150% → 1.230% (+0.080 pp)·stock up 9.3% in the 30 days before
Jul 16·entry $26.23·now $25.86Fresh
-1.41%
since Jul 16
LQAI · Weight decrease · 4d
Trading at $24.85, or 86% of its 52-week high, KHC has seen a +1.6% return over 30 days and +2.6% over 90 days, despite a -3.0% annual return. This recent price stabilization, however, did not prevent LQAI's Qraft AI ranking engine from consistently decreasing KHC’s weight within its US large-cap core portfolio, moving from 1.17% on July 7th to 1.13% by July 9th during its weekly rebalance. The AI's model, which focuses on name selection without heavy factor tilt, appears to be reacting to underlying financial performance, specifically KHC's revenue growth of -1.75% and a return on equity of -13.85%. These negative profitability and growth figures, alongside a PER of 18.26 and PBR of 0.69, likely signal a deteriorating fundamental picture that the AI prioritizes over the stock's minor short-term price gains, triggering the consecutive de-allocation within the LQAI fund.
weight 1.630% → 1.130% (-0.500 pp)·stock up 5.7% in the 30 days before
Jul 9·entry $24.68·now $25.86
+4.78%
since Jul 9
LQAI · Weight decrease · 3d
KHC’s financial summary, featuring negative revenue growth of -1.75% and a -13.85% ROE, alongside a PBR of 0.69, presents a fundamental profile that contrasts with the stability often sought by LQAI's core large-cap AI-driven selection engine. For the LG-Qraft collaboration, whose AI ranks US large caps without heavy factor tilts, these metrics likely signaled a diminished conviction in KHC's future prospects, even as the PER stands at 18.26. Consequently, LQAI initiated a consecutive weight decrease from July 7th to July 8th, moving KHC's allocation from 1.58% down to 1.15%. This move occurred with KHC priced at $24.92, near 86% of its 52-week high and following a +4.5% 30-day return, indicating Qraft's AI ranking prioritized the underlying fundamental challenges and longer-term negative 1-year return of -3.1% over recent short-term price appreciation.
weight 1.630% → 1.150% (-0.480 pp)·stock up 10.4% in the 30 days before
Jul 8·entry $24.92·now $25.86
+3.77%
since Jul 8
LQAI · Weight decrease · 2d
The Qraft AI engine, central to LQAI's weekly rebalancing across its approximately 100 large-cap holdings, made a targeted adjustment to KHC's position. Despite KHC's price increasing by 6.3% over the last 30 days, the AI's selection process likely focused on the company's underlying financial performance indicators. A review of KHC's negative revenue growth of -1.75% and negative return on equity likely prompted the consecutive reduction in its weight within the portfolio.
weight 1.630% → 1.170% (-0.460 pp)·stock up 12.6% in the 30 days before
Jul 7·entry $25.30·now $25.86
+2.21%
since Jul 7
LQAI · Accumulation · 5d
The fund exhibits a pattern of gradual accumulation in KHC, with its weight increasing from 1.43% to 1.63% across several weekly rebalances in late June and early July. This measured increase, rather than an abrupt shift, indicates the Qraft AI engine identified a strengthening signal in The Kraft Heinz Company, aligning with its core large-cap, non-heavy factor tilt approach. The AI appears to be responding to the stock's recent price appreciation of 7.8% over 30 days, possibly paired with its low price-to-book ratio of 0.69, as KHC moves towards the upper end of its 52-week range at $25.37. Despite negative revenue growth and return on equity figures, the AI's selection process, positioned between broad market and concentrated momentum strategies, suggests a detection of underlying value or a change in market sentiment for the consumer staples name that traditional metrics alone might not capture.
weight 1.430% → 1.630% (+0.200 pp)·stock up 8.7% in the 30 days before
Jul 2·entry $25.37·now $25.86Fresh
+1.93%
since Jul 2
LQAI · Accumulation · 5d
KHC, currently priced at $25.37, sits at 88% of its 52-week high, having delivered a significant 7.8% return over the past 30 days despite a negative return over the last year. In this context, LQAI, an AI-managed large-cap core ETF from the LG-Qraft collaboration, demonstrated a gradual accumulation of KHC, systematically increasing its weight from 1.36% to 1.57% across its weekly rebalances. This measured accumulation suggests Qraft’s AI, which operates without a heavy factor tilt, may be identifying value in KHC's low 0.69 PBR, even with its current negative revenue growth and ROE. The AI system appears to be building conviction in KHC as a core holding at these price levels, possibly anticipating a recovery or valuing its underlying assets, aligning with LQAI’s strategy which balances between broad market and concentrated momentum approaches.
weight 1.360% → 1.570% (+0.210 pp)·stock up 5.8% in the 30 days before
Jul 1·entry $25.01·now $25.86Drifting
+3.40%
since Jul 1
LQAI · Weight increase · 2d
KHC, trading at $24.19 and approximately 84% of its 52-week high, has experienced a 5.5% return over the last 30 days, following a 6.2% decline over the past year. This price trajectory, showing a recent positive shift after a longer period of underperformance, aligns with LQAI’s AI-driven selection approach, which is positioned between broad market and concentrated momentum strategies. While KHC reports negative revenue growth and a negative return on equity, its price-to-book ratio of 0.69 might present a valuation signal that the Qraft AI interprets favorably. The consecutive weight increase observed in LQAI from June 23rd to June 29th, occurring within the fund's weekly rebalancing schedule, suggests the AI’s ranking system consistently prioritized KHC during this period, indicating sustained conviction.
weight 1.460% → 1.510% (+0.050 pp)·stock down 1.1% in the 30 days before
Jun 29·entry $24.19·now $25.86Drifting
+6.90%
since Jun 29
LQAI · Weight increase · 2d
The weight history for KHC in LQAI reveals a distinct upward cadence in the most recent rebalances, showing a consecutive increase from 1.36% on June 22nd to 1.46% by June 24th. This gradual ascent, despite KHC’s stock trading at 79% of its 52-week high and near its lowest point, aligns with LQAI’s AI-driven name selection process evaluating potential value at suppressed levels. As a core large-cap fund rebalancing weekly, the Qraft AI ranking system appears to be identifying KHC’s low PBR of 0.69 as a compelling entry point, overshadowing recent negative revenue growth and ROE for future upside. Such a move suggests the AI's algorithm prioritizes specific proprietary signals that indicate a turning point or undervaluation in a large-cap stock like KHC, rather than purely following prevailing price trends or standard growth metrics. The absence of a heavy factor tilt allows the AI to make this nuanced assessment for its portfolio composition.
weight 1.360% → 1.460% (+0.100 pp)·stock down 3.6% in the 30 days before
Jun 24·entry $22.94·now $25.86Chased
+12.73%
since Jun 24
LQAI · Weight decrease · 3d
The allocation to KHC in LQAI displays a distinct, largely gradual reduction from 1.59% to 1.36% across several weekly rebalancing periods in June. This sustained, downward adjustment, albeit with minor interim fluctuations, signifies a consistent AI-driven re-evaluation. Given LQAI’s weekly rebalancing cycle and its Qraft AI ranking methodology, the engine appears to be systematically reducing exposure as KHC presents a negative revenue growth of -1.75% and a deeply negative ROE of -13.85%. Although the stock trades near its 52-week low, currently at 76% of its high after significant short-term and annual price declines, LQAI’s core large-cap, AI-driven selection, distinct from pure momentum or deep value strategies, is evidently prioritizing these fundamental challenges over price-based value signals. This pattern points to Qraft's AI models continuously downgrading KHC’s attractiveness within the US large-cap core universe, as its financial metrics like the low PBR of 0.69 fail to offset the pronounced operational weaknesses for the AI's overall ranking.
weight 1.500% → 1.360% (-0.140 pp)·stock down 6.4% in the 30 days before
Jun 22·entry $22.03·now $25.86
+17.39%
since Jun 22
LQAI · Weight decrease · 2d
The LG-Qraft collaboration’s LQAI fund, which applies Qraft AI ranking to its ~100 US large-cap core holdings with weekly rebalances, has systematically reduced its KHC weight. This consistent reduction, from 1.59% on June 10th to 1.42% by June 18th, suggests the Qraft AI engine is flagging fundamental deterioration. The AI’s ranking likely reflects KHC’s negative revenue growth of -1.75% and a deeply negative ROE of -13.85%, indicators that might weigh negatively in a core large-cap selection process. Furthermore, the stock’s -14.6% 1-year return, alongside its current price at 79% of its 52-week high, presents a declining price trend that the AI system would incorporate into its weekly assessments.
weight 1.500% → 1.420% (-0.080 pp)·stock down 2.0% in the 30 days before
Jun 18·entry $22.82·now $25.86
+13.32%
since Jun 18
LQAI · Weight decrease · 3d
LQAI, leveraging the Qraft AI ranking engine for its weekly rebalancing across ~100 US large-cap names, initiated a consecutive weight decrease in KHC following a brief increase. The fund’s AI-driven core large-cap selection, which avoids heavy factor tilts, likely recalibrated KHC's attractiveness in its daily evaluations. This downward adjustment in its ranking appears to respond to KHC's negative revenue growth of -1.75% and a -13.85% ROE. Despite the stock's +7.0% 30-day return, the AI's model evidently prioritized these fundamental weaknesses over recent short-term price recovery.
weight 1.590% → 1.480% (-0.110 pp)·stock up 2.9% in the 30 days before
Jun 15·entry $23.99·now $25.86
+7.79%
since Jun 15
LQAI · Weight decrease · 2d
KHC's reported negative revenue growth of -1.75% and a -13.85% ROE indicate fundamental weakness that generally diverges from the core large-cap characteristics sought by LQAI's Qraft AI ranking, which navigates between broad market and concentrated momentum styles. While the stock's 30-day return of +8.4% likely contributed to its initial inclusion and a peak weight of 1.59% on June 10th, the underlying financials, despite a low PBR of 0.69, pose a challenge for sustained conviction. Subsequently, LQAI registered consecutive weight decreases to 1.55% and 1.54% by June 12th. This reduction occurred as KHC traded at $24.39, near 84% of its 52-week high, suggesting the AI's algorithm quickly reassessed its outlook for a company with negative longer-term price performance against its immediate positive momentum.
weight 1.590% → 1.540% (-0.050 pp)·stock up 5.2% in the 30 days before
Jun 12·entry $24.39·now $25.86
+6.03%
since Jun 12
LQAI · Weight increase · 2d
The LG-Qraft collaboration's AI ranking engine, which drives LQAI's selection process, initiated a position in The Kraft Heinz Company on June 9th, reflecting its distinct AI-driven name selection within the US large-cap core universe. This rapid entry and subsequent increase to 1.59% on June 10th aligns with the ETF’s weekly rebalance cadence, allowing the fund to adjust its ~100 US large-cap holdings dynamically. Despite the company’s recent negative ROE of -13.85% and negative revenue growth, the Qraft AI likely identified signals related to KHC’s recent price momentum, evidenced by its 30-day return of +7.3% following a year of decline. This move suggests the AI's ranking system, positioned between broad and concentrated momentum strategies, is detecting specific value or short-term reversal characteristics that traditional factor screens might overlook within the Consumer Staples sector.
weight 0 → 1.590% (new)·stock up 3.4% in the 30 days before
Jun 10·entry $24.05·now $25.86Drifting
+7.53%
since Jun 10
LQAI · New entry · 1d
Kraft Heinz's negative revenue growth of -1.75% and -13.85% return on equity present a picture of operational difficulties, yet its low PBR of 0.69 suggests a potentially undervalued asset. For LQAI, managed by the Qraft AI without a heavy factor tilt, these numbers signal a nuanced selection, not driven purely by growth or typical profitability metrics. The AI's decision to initiate a 1.53% allocation for KHC on June 9th follows a period where the stock, trading at $23.43, had seen its price drop by 11.7% over the last year, nearing the bottom of its 52-week range. This entry suggests the Qraft engine identified specific signals within the US large-cap core universe for the consumer staples company, perhaps perceiving a turning point after the 30-day return of +4.3%, despite the preceding longer-term price depreciation and underlying financial challenges.
weight 0 → 1.530% (new)·stock down 2.2% in the 30 days before
Jun 9·entry $23.43·now $25.86Chased
+10.37%
since Jun 9
LQAI · Exit · 1d
The AI-managed ETF likely removed KHC due to its deteriorating fundamentals, specifically the negative revenue growth of -1.75% and a deeply negative Return on Equity of -13.85%, which indicate poor financial health. This decision reflects the AI's algorithm prioritizing profitable growth and avoiding companies that are destroying shareholder value. For retail investors, this underscores the importance of evaluating core profitability and growth metrics, even for seemingly stable consumer staple companies, to avoid potential value traps.
weight 1.190% → 0 (exited)·stock up 4.2% in the 30 days before
May 12·entry $23.37·now $25.86
+10.65%
since May 12
LQAI · Weight decrease · 2d
The AI ETF likely initiated a weight decrease due to KHC's deteriorating financial performance, specifically its negative revenue growth and deeply negative return on equity. These fundamental weaknesses suggest the company is struggling with profitability and growth, prompting the AI to reduce exposure. Retail investors should prioritize robust fundamental metrics like positive ROE and revenue growth, even for established consumer staples companies. A low PBR, when coupled with negative profitability, often signals underlying issues rather than a deep value opportunity.
weight 1.260% → 1.190% (-0.070 pp)·stock up 0.9% in the 30 days before
May 11·entry $23.26·now $25.86
+11.18%
since May 11
+9.39%
since May 7
+14.73%
since May 5
+15.34%
since May 4
AIEQ · New entry · 1d
weight 0 → 0.050% (new)·stock up 5.8% in the 30 days before
Jul 1·entry $25.01·now $25.86Drifting
+3.40%
since Jul 1
AIEQ · Exit · 1d
The weight history for KHC shows a consistent allocation around 1.4% in AIEQ through May 28, 2026, followed by an immediate and complete removal to 0.00% by May 30. This abrupt divestiture aligns with Amplify ETFs' (EquBot) strategy, which leverages IBM Watson NLP for daily rebalancing and high turnover, likely reacting to a swift deterioration in KHC's perceived value given its -1.75% revenue growth and -13.85% ROE. Despite KHC’s recent +6.9% 30-day return and $24.01 current price, the AI's ingestion of news, filings, transcripts, and social posts probably detected a sharp shift in sentiment or fundamental outlook. This strong negative signal, overriding any short-term price momentum, pushed KHC out of the portfolio as EquBot's risk overlay executed a decisive exit before the market close.
weight 1.450% → 0 (exited)·stock up 7.1% in the 30 days before
May 30·entry $23.63·now $25.86
+9.44%
since May 30
AIEQ · Weight increase · 2d
THE KRAFT HEINZ COMPANY, trading at $23.53, sits at 81% of its 52-week high, having declined 12.1% over the past year while showing modest gains of +1.1% and +0.6% in the last 30 and 90 days, respectively. AIEQ, leveraging IBM Watson NLP to process vast quantities of textual data daily, likely identified nascent positive sentiment or specific micro-developments for this Consumer Staples company that warranted a tactical shift. Despite KHC’s negative revenue growth of -1.75% and ROE of -13.85%, its price-to-book ratio of 0.69 might have presented a perceived value entry point that newer signals could justify for the algorithm. The consecutive weight increases in AIEQ’s portfolio, moving from 1.38% to 1.42% between May 19 and 20, suggest that the fund's high-turnover, daily rebalancing mechanism captured and acted upon these specific emerging data points at KHC's current price, outweighing the longer-term underperformance.
weight 1.380% → 1.420% (+0.040 pp)·stock up 7.1% in the 30 days before
May 20·entry $23.53·now $25.86Drifting
+9.90%
since May 20
+11.18%
since May 10
+7.93%
since May 8
+15.34%
since May 3
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of May 11
AI ETFs AIEQ and LQAI show recent activity indicating accumulation and increasing weight in KHC, suggesting their algorithms perceive an opportunity. In contrast, the Buffett-style framework leads to a 'Fail' verdict, primarily due to KHC's poor financial health metrics, creating a significant disagreement between the AI's recent actions and this fundamental analysis.
- Circle of CompetenceThe company operates in the consumer staples sector with established brands, suggesting unit economics are stable enough for reasonable long-term cash flow projections.
- Economic MoatKHC benefits from significant brand power through its portfolio of iconic, well-recognized consumer food brands, which provide an enduring competitive advantage.
- ManagementWithout specific information on management's candor, detailed capital allocation history, or skin in the game, it is difficult to fully assess this criterion.
- Financial HealthThe reported Return on Equity of -13.44% clearly fails the financial health criterion requiring an average ROE of at least 15% with no single year below 10%.
- Margin of SafetyGiven the significant financial health concerns, particularly the negative ROE and declining revenue, it is difficult to establish a conservative estimate of intrinsic value that would support a defensible margin of safety.
The Kraft Heinz Company operates within a predictable circle of competence and possesses strong brand-based economic moats, yet its recent financial health is concerning. A negative Return on Equity and declining revenue lead to a clear failure in financial health and, consequently, an inability to establish a margin of safety within this framework. Therefore, the company receives an overall 'Fail' verdict.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.