Greg Abel Keeps 63% of Berkshire's $355 Billion Portfolio in 5 Stocks

3 articles · Updated · Yahoo Finance · Aug 7

Five holdings accounted for 63% of Berkshire Hathaway's $355 billion equity portfolio as of Aug. 5, showing Greg Abel has kept the concentrated investing style long associated with Warren Buffett.
Apple remained the biggest position at $70.88 billion, or 20% of assets, followed by American Express at $52.91 billion, Coca-Cola at $34.73 billion, Bank of America at $32.49 billion and Alphabet at $31.28 billion.
Alphabet marks one of Abel's clearest portfolio shifts: Berkshire lifted the stake 224% in his first quarter as CEO to nearly 58 million shares by March 31 and also joined Google's $10 billion private placement for AI infrastructure.
Bank of America's place looks less secure after Berkshire cut the stake nearly in half since mid-2024, selling about 519 million shares, while Abel's first quarter also included 16 full exits and six reductions worth roughly $14 billion.
American Express and Coca-Cola remain Berkshire's longest-held core bets—dating to 1991 and 1988—and Buffett called both 'indefinite' holdings in 2023, underscoring how much of the portfolio still rests on legacy positions.