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- The Berkshire Hathaway portfolio
By Dan Burrows
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Warren Buffett's stock picks aren't what they used to be. Indeed, the Berkshire Hathaway (BRK.B) equity portfolio has changed dramatically over the past few years. Although old-guard favorites such as American Express (AXP) and Coca-Cola (KO) still form the core of the portfolio, Buffett & Co. have taken a shine to names such as Apple (AAPL) and Amazon.com (AMZN), and even to lesser-known firms such as Snowflake (SNOW) and Nu Holdings (NU).
One thing that hasn't changed, however, is Buffett's preference for maintaining a highly concentrated portfolio. Excluding the holding company's Japanese brokerage stocks, Apple accounts for more than 40% of Berkshire's equity portfolio. Berkshire's top five U.S. equity holdings comprise more than three-quarters of its value, while the top 10 account for more than 90%.
But whether we're talking about Berkshire's biggest bets or the scores of stocks it maintains at the margins, Buffett's focus shifted after the COVID-19 pandemic.
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Buffett owned airline stocks at the start of 2020; now he holds none. Banks were aces among Buffett stocks to begin 2020; Berkshire spent the past few years kicking most of them to the curb. And it seems like only yesterday that Buffett was an enthusiastic buyer of select pharmaceutical names. Today, most of those positions have been closed out too.
If you want to know which stocks Warren Buffett is buying and selling, look no further than the Berkshire Hathaway equity portfolio. (And as always, remember: A number of these stocks were actually picked by co-portfolio managers Todd Combs and Ted Weschler.)
Price, share totals and other data as of March 31, 2024. Sources: Berkshire Hathaway’s SEC Form 13F filed May 15, 2024, for the reporting period ended March 31, 2024; and WhaleWisdom.
The Berkshire Hathaway portfolio
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| Company | Shares held | Holding value | Percent of portfolio |
|---|---|---|---|
| Apple (AAPL) | 789,368,450 | $135,360,901,805 | 40.81% |
| Bank of America (BAC) | 1,032,852,006 | $39,165,748,068 | 11.81% |
| American Express (AXP) | 151,610,700 | $34,520,240,283 | 10.41% |
| Coca-Cola (KO) | 400,000,000 | $24,472,000,000 | 7.38% |
| Chevron (CVX) | 122,980,207 | $19,398,897,853 | 5.85% |
| Occidental Petroleum (OXY) | 248,018,128 | $16,118,698,139 | 4.86% |
| Kraft Heinz (KHC) | 325,634,818 | $12,015,924,784 | 3.62% |
| Moody's (MCO) | 24,669,778 | $9,695,962,848 | 2.92% |
| Chubb (CB) | 25,923,840 | $6,717,644,659 | 2.03% |
| DaVita (DVA) | 36,095,570 | $4,982,993,438 | 1.50% |
| Citigroup (C) | 55,244,797 | $3,493,680,962 | 1.05% |
| Kroger (KR) | 50,000,000 | 2,856,500,000 | 0.86% |
| Verisign (VRSN) | 12,815,613 | $2,428,686,819 | 0.73% |
| Visa (V) | 8,297,460 | $2,315,655,137 | 0.70% |
| Liberty Sirius XM Group Class C (LSXMK) | 65,486,288 | $1,945,597,617 | 0.59% |
| Mastercard (MA) | 3,986,648 | $1,919,850,077 | 0.58% |
| Capital One Financial (COF) | 12,471,030 | $1,856,811,657 | 0.56% |
| Amazon.com (AMZN) | 10,000,000 | $1,803,800,000 | 0.54% |
| Aon (AON) | 4,100,000 | $1,368,252,000 | 0.41% |
| Nu Holdings (NU) | 107,118,784 | $1,277,927,093 | 0.39% |
| Ally Financial (ALLY) | 29,000,000 | $1,177,110,000 | 0.35% |
| Charter Communications (CHTR) | 3,828,941 | $1,112,805,123 | 0.34% |
| Snowflake (SNOW) | 6,125,376 | $989,860,762 | 0.30% |
| Liberty Sirius XM Group Class A (LSXMA) | 32,755,624 | $972,842,033 | 0.29% |
| T-Mobile US (TMUS) | 5,242,000 | $855,599,240 | 0.26% |
| Floor & Decor (FND) | 4,780,000 | $619,583,600 | 0.19% |
| Louisiana Pacific (LPX) | 6,597,947 | $553,633,733 | 0.17% |
| Formula One Group (FWONK) | 7,722,451 | $506,592,786 | 0.15% |
| Liberty Media (LLYVK) | 11,132,590 | $487,830,094 | 0.15% |
| Liberty Media (LLYVA) | 5,051,918 | $213,948,727 | 0.06% |
| Sirius XM Holdings (SIRI) | 36,681,912 | $142,325,819 | 0.04% |
| NVR (NVR) | 11,112 | $90,006,756 | 0.03% |
| Paramount Global (PARA) | 7,531,765 | $88,648,874 | 0.03% |
| Diageo (DEO) | 227,750 | $33,875,535 | 0.01% |
| Lennar (LEN) | 152,572 | $23,523,551 | 0.01% |
| Vanguard S&P 500 ETF (VOO) | 43,000 | $20,670,100 | 0.01% |
| SPDR S&P 500 Trust ETF (SPY) | 39,400 | $20,608,958 | 0.01% |
| Jefferies (JEF) | 433,558 | $19,119,908 | 0.01% |
| Liberty Latin America Class A (LILA) | 2,630,792 | $18,336,620 | 0.01% |
| Liberty Latin Americ Class C (LILAK) | 1,284,020 | $8,975,300 | less than 0.01% |
| Atlanta Braves Holdings (BATRK) | 223,645 | $8,735,574 | less than 0.01% |
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Berkshire HathawayChevron CorporationDow Jones Industrial AverageWarren Buffett
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Dan Burrows
Senior Investing Writer, Kiplinger.com
Dan Burrows is Kiplinger's senior investing writer, having joined the august publication full time in 2016.
A long-time financial journalist, Dan is a veteran of SmartMoney, MarketWatch, CBS MoneyWatch, InvestorPlace and DailyFinance. He has written for The Wall Street Journal, Bloomberg, Consumer Reports, Senior Executive and Boston magazine, and his stories have appeared in the New York Daily News, the San Jose Mercury News and Investor's Business Daily, among other publications. As a senior writer at AOL's DailyFinance, Dan reported market news from the floor of the New York Stock Exchange and hosted a weekly video segment on equities.
Once upon a time – before his days as a financial reporter and assistant financial editor at legendary fashion trade paper Women's Wear Daily– Dan worked for Spy magazine, scribbled away at Time Inc. and contributed to Maxim magazine back when lad mags were a thing. He's also written for Esquire magazine's Dubious Achievements Awards.
In his current role at Kiplinger, Dan writes about equities, fixed income, currencies, commodities, funds, macroeconomics, demographics, real estate, cost of living indexes and more.
Dan holds a bachelor's degree from Oberlin College and a master's degree from Columbia University.
Disclosure: Dan does not trade stocks or other securities. Rather, he dollar-cost averages into cheap funds and index funds and holds them forever in tax-advantaged accounts.
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