# Berkshire Hathaway portfolio: Q2 2026 13F holdings

Warren Buffett and Greg Abel’s Berkshire Hathaway: $299bn in 26 US holdings at Q2 2026, with buys and sells.

In Q2 2026, Berkshire Hathaway held 26 US-listed stocks worth $299bn. Its biggest move was adding to Alphabet (83% more shares, now 13%), followed by adding to Delta Air Lines (44% more shares, now 1.8%). It started 1 new position and sold out of 1. Its largest holding is Apple at 22%.

13F for the quarter ending 2026-06-30, filed 2026-08-14 ([filing](https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/0001193125-26-352200-index.htm)). $299bn in US-listed holdings.

## 13F holdings

| Company | Value | Portfolio | Change | Q1 2026 |
| --- | --- | --- | --- | --- |
| Apple (AAPL) | $66bn | 22.0% | Unchanged | 22.0% |
| American Express (AXP) | $51bn | 17.1% | Unchanged | 17.4% |
| Alphabet (GOOG) | $38bn | 12.6% | Added +83% | 6.3% |
| Coca-Cola (KO) | $33bn | 10.9% | Unchanged | 11.6% |
| Bank of America (BAC) | $28bn | 9.2% | Trimmed -5.9% | 9.5% |
| Chevron (CVX) | $14bn | 4.7% | Unchanged | 6.6% |
| Occidental Petroleum (OXY) | $13bn | 4.3% | Unchanged | 6.5% |
| Chubb (CB) | $12bn | 3.9% | Unchanged | 4.2% |
| Moody's (MCO) | $11bn | 3.7% | Unchanged | 4.1% |
| Kraft Heinz (KHC) | $7.7bn | 2.6% | Unchanged | 2.8% |
| DaVita (DVA) | $6.4bn | 2.1% | Trimmed -4.1% | 1.8% |
| Delta Air Lines (DAL) | $5.4bn | 1.8% | Added +44% | 1.0% |
| Siriusxm Holdings (SIRI) | $3.7bn | 1.2% | Unchanged | 1.1% |
| Verisign (VRSN) | $2.3bn | 0.8% | Unchanged | 0.8% |
| Kroger (KR) | $2.2bn | 0.7% | Trimmed -22% | 1.4% |
| Liberty Media (FWONA) | $1.6bn | 0.5% | Unchanged | 0.6% |
| Ally Financial (ALLY) | $1.2bn | 0.4% | Trimmed -6.9% | 0.4% |
| Lennar (LEN) | $1.2bn | 0.4% | Added +30% | 0.3% |
| Ny Times (NYT) | $1.1bn | 0.4% | Added +3.7% | 0.5% |
| Capital One Financial (COF) | $602m | 0.2% | Trimmed -58% | 0.5% |
| Louisiana-Pacific (LPX) | $446m | 0.1% | Unchanged | 0.2% |
| Nucor (NUE) | $414m | 0.1% | Trimmed -52% | 0.3% |
| Macy’s (M) | $173m | 0.1% | Added +142% | 0.0% |
| NVR (NVR) | $75.7m | 0.0% | Unchanged | 0.0% |
| Jefferies Financial Group (JEF) | $21.7m | 0.0% | Unchanged | 0.0% |
| D.R. Horton (DHI) | $581k | 0.0% | New | – |
| Constellation Brands (STZ) | – | – | Sold out | 0.0% |

Source: SEC filings, via moatshark (https://www.moatshark.com/m/berkshire-hathaway). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.