Berkshire 3,300billion-dollar portfolio’s 37.4% of AI-related 3stocks concentrated
Berkshire Hathaway’s publicly disclosed portfolio is worth 3,300billion dollars, with 37.4% allocated to three stocks, including Apple, Alphabet and Coca-Cola. 2026In 1quarter, the report noted that Berkshire nearly tripled its stake in Alphabet.
Berkshire Hathaway’s publicly disclosed portfolio is valued at 3,300billion dollars. 37.4% of the portfolio is allocated to three artificial intelligence-related stocks. This is set out in a report published on 5, 23.
The portfolio’s three pillars are Apple, Alphabet and Coca-Cola. The report says these three companies use artificial intelligence in their core businesses. The report summarizes examples of how each company applies artificial intelligence.
Apple accounts for 20.7% of the portfolio. The report says Apple integrates artificial intelligence into its products and services through its “Apple Intelligence” features. It also explains that AI features in its products are used to drive revenue and bring services together.
Alphabet's portfolio weighting is 6.8%. With Greg Abel at the helm, Berkshire 2026 in 1the quarter, nearly tripled its stake in Alphabet. The report says Alphabet posted record revenue through Google Search enhanced by AI.
Coca-Cola appears in the report as the third pillar of the portfolio. The report says Coca-Cola uses artificial intelligence in product development and cloud partnerships. The specific stake size was not separately stated in the report.
The report concludes that Berkshire made this allocation despite its reputation for not chasing trends. The company has not disclosed the specific timing of its purchases or any plans for additional purchases. This material is based on publicly available analysis as of 5 , 23.
Sources: The Motley Fool
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