BERKSHIRE HATHAWAY INC
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
BERKSHIRE HATHAWAY INC manages $263.1B across 29 positions as of Q1 2026. Top holdings: AAPL (22.0%), AXP (17.4%), KO (11.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Q1 2026 Summary
Active quarter - 3 new positions, 16 exits, 4 increased. Top move: GOOGL (INCREASED, conviction 100). Portfolio: $263.1B across 29 positions.
Top holdings by portfolio weight
AAPL21.99%
AXP17.43%
KO11.56%
BAC9.52%
CVX6.64%
OXY6.55%
GOOGL5.93%
CB4.24%
MCO4.09%
KHC2.78%
Other1.76%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings29 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
APPLE INC | 227.9M | $57.8B | 22.0% | $93.72 | +220.36% | 30 qtrssince 2018-Q4 | Unchanged 0 | |
AMERICAN EXPRESS CO | 151.6M | $45.9B | 17.4% | $85.76 | +265.53% | 30 qtrssince 2018-Q4 | Unchanged 0 | |
COCA COLA CO | 400M | $30.4B | 11.6% | $38.06 | +112.80% | 30 qtrssince 2018-Q4 | Unchanged 0 | |
BANK AMERICA CORP | 513.6M | $25B | 9.5% | $20.86 | +138.58% | 30 qtrssince 2018-Q4 | Decreased 0 | |
CHEVRON CORPORATION | 84.4M | $17.5B | 6.6% | $128.90 | +48.25% | 22 qtrssince 2020-Q4 | Decreased 0 | |
OCCIDENTAL PETE CORP | 264.9M | $17.2B | 6.5% | $55.84 | +6.76% | 17 qtrssince 2022-Q1 | Unchanged 0 | |
ALPHABET INC | 54.2M | $15.6B | 5.9% | $283.94 | +39.83% | 3 qtrssince 2025-Q3 | Increased 100 | |
CHUBB LTD SWITZ | 34.2M | $11.2B | 4.2% | $262.94 | +23.28% | 9 qtrssince 2024-Q1 | Unchanged 0 | |
MOODYS CORP | 24.7M | $10.8B | 4.1% | $131.21 | +227.08% | 30 qtrssince 2018-Q4 | Unchanged 0 | |
KRAFT HEINZ CO | 325.6M | $7.3B | 2.8% | $31.02 | -26.11% | 30 qtrssince 2018-Q4 | Unchanged 0 | |
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer