Berkshire's Top Holdings: 78% Invested in Five Stocks

In One Chart wrote a column · Aug 7, 2023 16:23

Warren Buffett's $Berkshire Hathaway-A (BRK.A.US)$ reported more than $20 billion in equity investment gains for the second quarter, and over three-quarters of its stock portfolio were tied up in just five names.

Berkshire Hathaway reported an unrealized gain of nearly $26 billion, largely driven by its $177.6 billion stake in $Apple (AAPL.US)$, which fueled the market rally with an 18% climb in Q2; while Apple's stock took a hit due to a year-over-year revenue decline forecast for Q3, it is still up 40% YTD.

At the end of June, Berkshire's largest long-term holdings continued to be $Coca-Cola (KO.US)$, $American Express (AXP.US)$, and $Bank of America (BAC.US)$.