5 min read

Warren Buffett

Top 10 Holdings

AAPL
22.60%
AXP
20.46%
BAC
10.38%
KO
10.20%
CVX
7.24%
MCO
4.60%
OXY
3.97%
CB
3.90%
KHC
2.88%
GOOGL
2.04%

Sector Breakdown

Financial Services
42.81%
Technology
23.40%
Consumer Defensive
14.88%
Energy
11.21%
Communication Services
3.76%
Healthcare
1.93%
Consumer Cyclical
1.00%
Industrials
0.60%
Basic Materials
0.38%
Real Estate
0.06%

What Buffett Bought and Sold Recently

Recent quarter-over-quarter adjustments in the Berkshire Hathaway portfolio.

Ticker Company Activity % of Portfolio
AAPL Apple Inc. Reduce 4.32% 22.60%
BAC Bank of America Corp. Reduce 8.94% 10.38%
CVX Chevron Corp. Add 6.63% 7.24%
CB Chubb Limited Add 9.31% 3.90%
DVA DaVita HealthCare Partners Reduce 1.25% 1.32%
STZ Constellation Brands Reduce 2.99% 0.65%
DPZ Dominos Pizza Inc. Add 12.34% 0.51%
AON Aon Plc Reduce 12.12% 0.46%
POOL Pool Corp. Reduce 11.28% 0.26%
AMZN Amazon.com Inc. Reduce 77.24% 0.19%
NYT New York Times CL A New Buy 0.13%
LAMR Lamar Advertising Co. Add 0.02% 0.06%
LILA Liberty LiLAC Group A Reduce 8.90% 0.01%
BATRK Atlanta Braves Holdings Inc. Series C Reduce 48.39% 0.00%

Complete List of Berkshire Hathaway Holdings

Every publicly traded equity currently held by Berkshire Hathaway. Data is sourced from recent filings.

Ticker Company Sector Shares Market Value % Portfolio Activity
AAPL Apple Inc. Technology 227,917,808 $62.0B 22.60% Reduce 4.32%
AXP American Express Financial Services 151,610,700 $56.1B 20.46% No Change
BAC Bank of America Corp. Financial Services 517,295,934 $28.5B 10.38% Reduce 8.94%
KO Coca Cola Co. Consumer Defensive 400,000,000 $28.0B 10.20% No Change
CVX Chevron Corp. Energy 130,156,362 $19.8B 7.24% Add 6.63%
MCO Moody's Corp. Financial Services 24,669,778 $12.6B 4.60% No Change
OXY Occidental Petroleum Energy 264,941,431 $10.9B 3.97% No Change
CB Chubb Limited Financial Services 34,249,183 $10.7B 3.90% Add 9.31%
KHC Kraft Heinz Co. Consumer Defensive 325,634,818 $7.9B 2.88% No Change
GOOGL Alphabet Inc. Communication Services 17,846,142 $5.6B 2.04% No Change
DVA DaVita HealthCare Partners Healthcare 31,759,065 $3.6B 1.32% Reduce 1.25%
KR Kroger Co. Consumer Defensive 50,000,000 $3.1B 1.14% No Change
V Visa Inc. Financial Services 8,297,460 $2.9B 1.06% No Change
SIRI SiriusXM Holdings Inc Communication Services 124,807,117 $2.5B 0.91% No Change
MA Mastercard Inc. Financial Services 3,986,648 $2.3B 0.83% No Change
VRSN Verisign Inc. Technology 8,989,880 $2.2B 0.80% No Change
STZ Constellation Brands Consumer Defensive 13,000,000 $1.8B 0.65% Reduce 2.99%
COF Capital One Financial Financial Services 7,150,000 $1.7B 0.63% No Change
UNH United Health Group Inc. Healthcare 5,039,564 $1.7B 0.61% No Change
DPZ Dominos Pizza Inc. Consumer Cyclical 3,350,000 $1.4B 0.51% Add 12.34%
ALLY Ally Financial Inc. Financial Services 29,000,000 $1.3B 0.48% No Change
AON Aon Plc Financial Services 3,602,995 $1.3B 0.46% Reduce 12.12%
NUE Nucor Corp. Basic Materials 6,407,749 $1.0B 0.38% No Change
LLYVK Liberty Media Corp. Series C Live Communication Services 10,917,661 $907.9M 0.33% No Change
LEN Lennar Corp. Consumer Cyclical 7,050,950 $724.8M 0.26% No Change
POOL Pool Corp. Industrials 3,068,885 $702.0M 0.26% Reduce 11.28%
AMZN Amazon.com Inc. Consumer Cyclical 2,276,000 $525.3M 0.19% Reduce 77.24%
LPX Louisiana-Pacific Corp. Industrials 5,664,793 $457.5M 0.17% No Change
LLYVA Liberty Media Corp. Series A Live Communication Services 4,986,588 $406.4M 0.15% No Change
NYT New York Times CL A Communication Services 5,065,744 $351.7M 0.13% New Buy
HEI.A HEICO Corp. CL A Industrials 1,294,612 $326.8M 0.12% No Change
FWONK Liberty Media Corp Formula One Series C Communication Services 3,018,555 $297.4M 0.11% No Change
CHTR Charter Communications Communication Services 1,060,882 $221.5M 0.08% No Change
LAMR Lamar Advertising Co. Real Estate 1,202,410 $152.2M 0.06% Add 0.02%
ALLE Allegion Plc Industrials 780,133 $124.2M 0.05% No Change
NVR NVR Inc. Consumer Cyclical 11,112 $81.0M 0.03% No Change
DEO Diageo ADR Consumer Defensive 227,750 $19.6M 0.01% No Change
JEF Jefferies Financial Group Inc. Financial Services 433,558 $26.9M 0.01% No Change
LEN.B Lennar Corp. CL B Consumer Cyclical 180,980 $17.2M 0.01% No Change
LILA Liberty LiLAC Group A Communication Services 2,396,665 $17.7M 0.01% Reduce 8.90%
BATRK Atlanta Braves Holdings Inc. Series C Communication Services 115,428 $4.6M 0.00% Reduce 48.39%
LILAK Liberty LiLAC Group C Communication Services 1,284,020 $9.6M 0.00% No Change

Frequently Asked Questions

What stocks does Warren Buffett own right now?

Warren Buffett's Berkshire Hathaway portfolio consists of over 40 publicly traded companies. Apple (AAPL) remains one of his largest holdings, but he also owns substantial stakes in financial stalwarts like American Express (AXP) and Bank of America (BAC), as well as consumer staples like Coca-Cola (KO).

What is the Warren Buffett portfolio 2026?

The 2026 portfolio represents the latest SEC 13F filings detailing Berkshire Hathaway's equity holdings. It provides insights into his current macroeconomic views, highlighting his strategic bets in technology, energy, and financial services sectors.

What are the largest Berkshire Hathaway holdings?

The largest positions typically include Apple (AAPL), American Express (AXP), Bank of America (BAC), Coca-Cola (KO), and Chevron (CVX). These core holdings often make up over 70% of the entire portfolio's value.

Did Warren Buffett buy or sell recently?

Buffett actively manages the portfolio. Recent activities include both opportunistic additions and strategic trims. You can view the full 'Activity' column in our complete holdings table above to see exactly which stakes were reduced or added.

Why does Buffett like dividend stocks like Coca-Cola?

Buffett favors companies with durable competitive advantages ('moats'), predictable earnings, and strong management. Coca-Cola, a holding for decades, consistently generates free cash flow and returns capital to shareholders via dividends, epitomizing his value investing philosophy.

Data Sources & Methodology

Data compiled from publicly available financial sources including SEC filings, Federal Reserve Economic Data (FRED), and reputable financial data providers. All figures are for informational purposes only.

Cite This Page

Westmount Fundamentals. "Warren Buffett's Portfolio 2026: Every Berkshire Hathaway...." westmountfundamentals.com/warren-buffett-portfolio-2026, 2026.

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