Wallsti
Macro Thu 08:30 Core PPI m/m 1.3%vs 0.3% hotter S&P fut -0.08%10y -3bp Thu 08:30 Core Retail Sales m/m 0.9%vs 0.6% stronger S&P fut -0.08%10y -3bp Thu 08:30 PPI m/m 1.3%vs 0.6% hotter S&P fut -0.08%10y -3bp Next

Berkshire Hathaway Warren Buffett

Holdings as of the end of Q2 2026, reported in its 13F filing on Aug 14, 2026; changes vs Q1 2026. Source

Reported value
$299.3B
at quarter-end prices
Positions
29
top 10 are 88% of it
Bought · Q2 2026
7
1 new, 6 added 20%+
Sold · Q2 2026
4
1 sold out, 3 cut 20%+

Holdings 29

#StockCompanySharesValueOf portfolio Shares vs Q1 2026
1 AAPL APPLE INC 227,917,808 $66B 22.0% —
2 AXP AMERICAN EXPRESS CO 151,610,700 $51.3B 17.1% —
3 KO COCA COLA CO 400,000,000 $32.5B 10.9% —
4 GOOGL ALPHABET INC 78,791,167 $28.2B 9.4% +45%
5 BAC BANK OF AMER CORP 483,394,015 $27.5B 9.2% -6%
6 CVX CHEVRON CORPORATION 84,375,856 $14B 4.7% —
7 OXY OCCIDENTAL PETE CORP 264,941,431 $12.9B 4.3% —
8 CB CHUBB LIMITED 34,249,183 $11.7B 3.9% —
9 MCO MOODYS CORP 24,669,778 $11.2B 3.7% —
10 GOOG ALPHABET INC 27,188,433 $9.6B 3.2% +658%
11 KHC KRAFT HEINZ CO 325,634,818 $7.7B 2.6% —
12 DVA DAVITA INC 28,880,209 $6.4B 2.1% -4%
13 DAL DELTA AIR LINES INC 57,320,000 $5.4B 1.8% +44%
14 SIRI SIRIUSXM HOLDINGS INC 124,807,117 $3.7B 1.2% —
15 VRSN VERISIGN INC 8,989,880 $2.3B 0.76% —
16 KR KROGER CO 39,000,000 $2.2B 0.72% -22%
17 ALLY ALLY FINL INC 27,000,000 $1.2B 0.41% -7%
18 LEN LENNAR CORP 13,111,741 $1.2B 0.40% +30%
19 LLYVK LIBERTY LIVE HOLDINGS INC 10,587,143 $1.1B 0.37% —
20 NYT NEW YORK TIMES CO MTN BE 15,700,000 $1.1B 0.37% +4%
21 COF CAPITAL ONE FINL CORP 3,000,000 $601.9M 0.20% -58%
22 LLYVA LIBERTY LIVE HOLDINGS INC 4,986,588 $504.9M 0.17% —
23 LPX LOUISIANA PAC CORP 5,664,793 $445.6M 0.15% —
24 NUE NUCOR CORP 1,857,752 $413.8M 0.14% -52%
25 M MACYS INC 7,347,426 $173M 0.06% +142%
26 NVR NVR INC 11,112 $75.7M 0.03% —
27 LEN-B LENNAR CORP 298,117 $26.4M 0.01% +25%
28 JEF JEFFERIES FINANCIAL GROUP IN 433,558 $21.7M 0.01% —
29 DHI D R HORTON INC 3,564 $580.5K 0.00% new

Sold out in Q2 2026 1

StockCompanyShares held in Q1 2026Value thenOf portfolio then
STZ CONSTELLATION BRANDS INC 632,890 $94.9M 0.04%

13F filings list US-listed long positions (stocks and ADRs) at the quarter's end: no shorts, cash, bonds or foreign shares; options and principal amounts are left out here. Trades made after the quarter ended don't show until the next filing. Changes compare share counts with the quarter before (splits can show as adds). Not investment advice.