BRK-B · News · 20260827N
Portfolio Concentration in Top Stocks
BERKSHIRE HATHAWAY INC · 2026-08-27 · Importance 58 · Surprise 42 · In source text
Berkshire Hathaway’s five largest stock holdings—Apple, American Express, Alphabet, Bank of America, and Coca-Cola—account for 60% of its $359 billion equity portfolio. Greg Abel eliminated 16 other positions during his first quarter as CEO, while retaining the concentrated five-company exposure. The concentration primarily reflects long-term compounding in Warren Buffett’s American Express and Coca-Cola investments rather than a newly established Abel strategy.
Key facts
- Berkshire Hathaway Inc's stock portfolio is $359 billion. source
- 60% of Berkshire Hathaway Inc's stock portfolio is held in just 5 companies. source
- Berkshire Hathaway Inc's positions in Apple, American Express, Alphabet, Bank of America, and Coca-Cola make up 60% of its overall stock portfolio. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| assets | positive | realized | — | Berkshire Hathaway Inc's stock portfolio is $359 billion. |