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Wall Street Breakfast

Berkshire may exit Kraft Heinz

Wall Street Breakfast

Seeking Alpha

Business News, News, Business, Investing

4.11K Ratings

🗓️ 21 January 2026

⏱️ 5 minutes

🧾️ Download transcript

Summary

Berkshire Hathaway (BRK.B) may unload 27.5% Kraft Heinz stake - filing. (00:15) Trump signs order to restrict Wall Street investors from buying single-family homes. (01:35) Amazon (AMZN) gets approval to open megastore in Chicago suburb. (02:06)

Episode transcripts seekingalpha.com/wsb.

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Transcript

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0:00.0

Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

0:07.6

It's always good to have you here. Today is Wednesday, January 21st. I'm Julie Morgan.

0:14.9

Berkshire Hathaway may unload its 27 and a half percent stake in Kraft Hines, according to a regulatory filing on Tuesday, potentially

0:24.1

ending a more than decade-long investment. Craft Tines disclosed in a prospectus supplement

0:29.7

that its largest shareholder may offer to sell from time to time more than 325 million shares.

0:37.3

KHC is down nearly 4% in pre-market action.

0:41.3

We reached out to Kraft Hines, but they did not immediately respond to a request for comment.

0:46.7

Buffett and Brazilian investment firm 3G Capital orchestrated the merger of Kraft and

0:52.1

Heinz back in 2015, betting that the company's well-known

0:56.1

brands would deliver long-term strength. Over time, the combination proved weaker than expected,

1:02.1

with Berkshire Hathaway taking a $3.76 billion write-down on its stake last summer.

1:08.2

Buffett said last fall that he was disappointed in the plan to split the

1:11.8

company in two. Back in September, KHC said its board had unanimously approved a plan to separate

1:18.1

the company into two independent, publicly traded companies through a tax-free spinoff. The split aims to

1:25.0

simplify operations and let each new company focus on its own goals,

1:29.9

improving performance while keeping the scale needed to stay competitive.

1:34.9

President Trump has signed an executive order to restrict large institutional investors from

1:40.4

buying single-family homes in an effort to help boost housing affordability.

1:45.5

Trump stated in the order that his administration will take decisive action to stop Wall Street

1:50.8

from treating America's neighborhoods like a trading floor and empower American families to own their homes.

1:58.1

The order also prevents the agencies from unloading federally owned homes

2:02.3

to large institutional investors. Amazon is planning to open its largest ever retail store

...

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