Berkshire's portfolio is concentrated in 45.7% across 3stocks
Among Berkshire Hathaway's stock holdings, Apple, American Express, and Coca-Cola 3stocks account for 45.7% of the total portfolio. These 3stocks are expected to pay a combined 2026 in 16 billion in dividends.
Berkshire Hathaway's total stock portfolio is valued at 3,300 billion dollars. Of this, Apple, American Express, and Coca-Cola 3 stocks account for 45.7% of the total. Their combined weighting is close to half of the portfolio.
The three stocks are Apple (AAPL), American Express (AXP), and Coca-Cola (KO). These stocks pay dividends. Their combined dividends are expected to reach 2026 in 16 billion dollars.
The article described the long-term holding of these stocks as an example of growing returns through dividend reinvestment and the effects of compounding. It also noted that these are positions held for a long time. This was presented as a result influenced by Warren Buffett's investment philosophy.
The article said that, following the leadership change, new CEO Greg Abel is expected to carry on Buffett’s investment philosophy. Specifically, it noted that the strategies of reinvesting dividends and holding investments for the long term are expected to continue. This approach is related to the company’s portfolio management direction.
The report focused on figures and the composition of holdings. It added that details such as individual companies’ dividend policies and share-price movements should be checked against separate materials. Only the figures and explicitly named companies included in the article were carried over into the text.
Sources: The Motley Fool
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