Wed. Dec 8th, 2021

Key points:

  • Buffet and his team added Kroger Inc (KR) and Aon PLC (AON) in the second quarter.
  • It sold 10% of General Motors (GM) of Berkshire Hathaway, for a total of 7,000,000 shares.
  • Apple (AAPL) remains unchanged and is the largest shareholder in this portfolio with approximately 41%.

Warren Buffett’s Berkshire Hathaway made several changes to its equity portfolio in the second quarter of 2021, including a reduction in this exposure to the pharmaceutical sector.

Berkshire Hathaway bought 10,727,614 shares of Kroger Inc (KR), representing a 21% change for this equity portfolio, 299,854 shares of Aon Plc (AON) and a small number of HR (RH) shares in the second quarter, according to the latest 13F presentation.

Berkshire Hathaway has reduced its exposure to:

  • General Motors Co. (GM) -10% share change,
  • Merck & Co Inc (MRK) -51%,
  • AbbVie Inc (ABBV) -10%,
  • Bristol-Myers Squibb Co (BMY) -15%

Most of the aforementioned holdings accumulated during the third quarter of 2020. There is not much of a buy and hold approach.

Below are two tables, showing the leaders and laggards of Warren Buffett’s Berkshire Hathaway portfolio, based on the average purchase price and the last share price (at the time of writing). ).

top-10 stocksperformance-buffet-q2-21

performance warrent buffettlaggards-q2-21

Warren Buffett’s Dividend Aristocrats

Berkshire Hathaway has only four dividend aristocrats in its portfolio, which are:

  • Coca-Cola (KO)
  • Johnson & Johnson (JNJ)
  • Procter & Gamble (PG)
  • Abbvie (ABBV)

Warren Buffett’s biggest stakes

The 5 most important participations in this portfolio are:

  1. Apple $ 121 billion
  2. Bank of America $ 41 billion
  3. American Express $ 25 billion
  4. Coca Cola $ 22 billion
  5. Kraft Heinz $ 13 billion

Entries are as of June 30, 2021, as reported in Berkshire Hathaway’s 13F presentation on August 16, 2021.

See also our Warren Buffett portfolio tracker for the latest market values.

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