BRK-B · News · 20260827N

Portfolio Concentration and Rebalancing

BERKSHIRE HATHAWAY INC · 2026-08-27 · Importance 58 · Surprise 42

Berkshire Hathaway held approximately $359 billion in equities, with Apple, American Express, Alphabet, Bank of America, and Coca-Cola representing 60% of the stock portfolio as of the reported period. Greg Abel eliminated 16 other positions during his first quarter as CEO, but the reported concentration largely reflects the long-term compounding of Warren Buffett’s American Express and Coca-Cola holdings. The concentration creates portfolio diversification and shareholder risk despite the initial reshaping of holdings under Abel.

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