| VisaV | 13 | $3.9bn+0.1% vs Q1 | 2.5% | 7.5% | Polen Capital Management 7.5%, Fundsmith 5.4%, Giverny Capital 3.9% and 10 more |
| Wells Fargo & CompanyWFC | 12 | $36bn+3.0% vs Q1 | 10.6% | 66.2% | Daily Journal Corp 66.2%, Berkshire Hathaway 24.1%, Tweedy, Browne 7.9% and 9 more |
| American ExpressAXP | 12+3 vs Q1 | $16bn+7.9% vs Q1 | 2.4% | 10.8% | Berkshire Hathaway 10.8%, Davis Selected Advisers 5.6%, ValueAct 4.5% and 9 more |
| AlphabetGOOG | 11 | $8.0bn−2.9% vs Q1 | 4.0% | 8.6% | Polen Capital Management 8.6%, Dalal Street (Mohnish Pabrai) 7.6%, Davis Selected Advisers 6.4% and 8 more |
| Berkshire HathawayBRK.B | 11−2 vs Q1 | $7.4bn−6.8% vs Q1 | 8.1% | 29.7% | Semper Augustus 29.7%, Ruane, Cunniff & Goldfarb (Sequoia) 12.4%, Gardner Russo & Quinn 12.1% and 8 more |
| MastercardMA | 11 | $4.8bn+1.9% vs Q1 | 2.5% | 9.8% | Akre Capital Management 9.8%, Gardner Russo & Quinn 8.2%, Harris Associates (Oakmark) 3.3% and 8 more |
| MicrosoftMSFT | 10−1 vs Q1 | $10bn+8.3% vs Q1 | 4.8% | 17.5% | ValueAct 17.5%, Fundsmith 10.0%, Brave Warrior Advisors 7.9% and 7 more |
| AppleAAPL | 10+2 vs Q1 | $8.5bn+3.7% vs Q1 | 4.3% | 21.2% | Carl Icahn 21.2%, Appaloosa 7.8%, Wedgewood Partners 7.3% and 7 more |
| General ElectricGE | 10+1 vs Q1 | $3.7bn+75% vs Q1 | 2.0% | 12.7% | Trian Fund Management 12.7%, Semper Augustus 2.7%, Markel Group 2.0% and 7 more |
| Johnson & JohnsonJNJ | 10 | $875m−0.2% vs Q1 | 2.1% | 10.6% | Tweedy, Browne 10.6%, Fundsmith 7.1%, Markel Group 1.4% and 7 more |
| International Business MachinesIBM | 9 | $13bn+1.3% vs Q1 | 3.6% | 16.3% | Fairfax Financial Holdings 16.3%, Berkshire Hathaway 11.8%, Giverny Capital 3.1% and 6 more |
| Bank of AmericaBAC | 9 | $5.4bn+19% vs Q1 | 0.8% | 3.8% | Harris Associates (Oakmark) 3.8%, Dodge & Cox 2.7%, Appaloosa 0.8% and 6 more |
| US BancorpUSB | 9 | $4.5bn+0.2% vs Q1 | 1.1% | 4.5% | Daily Journal Corp 4.5%, Berkshire Hathaway 3.4%, First Eagle Investment Management 1.2% and 6 more |
| Precision Castparts | 9+1 vs Q1 | $2.4bn+8.5% vs Q1 | 1.2% | 3.7% | Giverny Capital 3.7%, Ruane, Cunniff & Goldfarb (Sequoia) 3.4%, Davis Selected Advisers 1.4% and 6 more |
| PepsicoPEP | 9+1 vs Q1 | $2.2bn+7.8% vs Q1 | 3.6% | 16.5% | Trian Fund Management 16.5%, Fundsmith 7.5%, Lindsell Train 5.9% and 6 more |
| Wal-Mart StoresWMT | 8 | $7.0bn−14% vs Q1 | 1.4% | 3.9% | Berkshire Hathaway 3.9%, Dodge & Cox 2.0%, Markel Group 1.9% and 5 more |
| ComcastCMCSA | 8+1 vs Q1 | $5.7bn+22% vs Q1 | 3.7% | 18.7% | TCI Fund Management 18.7%, First Eagle Investment Management 3.5%, Dodge & Cox 2.5% and 5 more |
| Philip Morris InternationalPM | 8 | $1.6bn+1.6% vs Q1 | 2.5% | 7.5% | Fundsmith 7.5%, Gardner Russo & Quinn 7.3%, Tweedy, Browne 4.1% and 5 more |
| Walt DisneyDIS | 8 | $397m+9.4% vs Q1 | 3.0% | 11.8% | Lindsell Train 11.8%, Giverny Capital 7.8%, Markel Group 4.4% and 5 more |
| Exxon MobilEXMOC | 8 | $132m−26% vs Q1 | 2.0% | 14.3% | Semper Augustus 14.3%, Markel Group 1.8%, Gardner Russo & Quinn 0.1% and 5 more |
| Bausch Health CompaniesBHC | 7 | $17bn+5.0% vs Q1 | 18.2% | 36.6% | Brave Warrior Advisors 36.6%, Ruane, Cunniff & Goldfarb (Sequoia) 35.9%, Pershing Square 29.9% and 4 more |
| BNYBK | 7−1 vs Q1 | $7.7bn−10% vs Q1 | 4.0% | 12.3% | Trian Fund Management 12.3%, Tweedy, Browne 4.7%, Davis Selected Advisers 4.5% and 4 more |
| Goldman Sachs GroupGS | 7 | $6.1bn+8.9% vs Q1 | 1.0% | 2.4% | Berkshire Hathaway 2.4%, Dodge & Cox 2.1%, Harris Associates (Oakmark) 1.4% and 4 more |
| JPMorgan ChaseJPM | 7+1 vs Q1 | $5.6bn+15% vs Q1 | 2.7% | 9.5% | Brave Warrior Advisors 9.5%, Davis Selected Advisers 4.4%, Harris Associates (Oakmark) 3.5% and 4 more |
| DiageoDEO | 7 | $1.1bn−4.6% vs Q1 | 1.0% | 3.6% | Markel Group 3.6%, Harris Associates (Oakmark) 1.2%, Tweedy, Browne 1.1% and 4 more |
| Automatic Data ProcessingADP | 7+1 vs Q1 | $948m+8.4% vs Q1 | 1.4% | 4.5% | Fundsmith 4.5%, Polen Capital Management 3.6%, Markel Group 1.1% and 4 more |
| SchlumbergerSLB | 6−1 vs Q1 | $5.3bn+3.3% vs Q1 | 1.8% | 5.0% | Wedgewood Partners 5.0%, Dodge & Cox 4.4%, Markel Group 1.3% and 3 more |
| EbayEBAY | 6 | $5.3bn+2.4% vs Q1 | 7.2% | 15.7% | Lindsell Train 15.7%, Baupost Group 9.3%, Carl Icahn 8.9% and 3 more |
| Procter & GamblePG | 6−1 vs Q1 | $4.3bn−4.5% vs Q1 | 1.4% | 4.0% | Fundsmith 4.0%, Berkshire Hathaway 3.8%, Markel Group 0.3% and 3 more |
| OracleORCL | 6 | $4.2bn−7.6% vs Q1 | 2.4% | 5.5% | Polen Capital Management 5.5%, First Eagle Investment Management 3.7%, Harris Associates (Oakmark) 3.2% and 3 more |
| Moody'sMCO | 6 | $3.7bn+2.7% vs Q1 | 3.8% | 9.7% | TCI Fund Management 9.7%, Akre Capital Management 9.3%, Berkshire Hathaway 2.4% and 3 more |
| National Oilwell VarcoNOV | 6−1 vs Q1 | $3.2bn+1.5% vs Q1 | 1.8% | 4.8% | Wedgewood Partners 4.8%, First Eagle Investment Management 1.9%, Harris Associates (Oakmark) 1.7% and 3 more |
| American International GroupAIG | 6+1 vs Q1 | $2.9bn+12% vs Q1 | 0.9% | 3.9% | Harris Associates (Oakmark) 3.9%, First Eagle Investment Management 0.9%, Baupost Group 0.6% and 3 more |
| HalliburtonHAL | 6−1 vs Q1 | $2.6bn−12% vs Q1 | 3.8% | 8.5% | ValueAct 8.5%, Brave Warrior Advisors 7.2%, Tweedy, Browne 6.3% and 3 more |
| CarmaxKMX | 6 | $1.5bn−26% vs Q1 | 3.5% | 8.1% | Markel Group 8.1%, Giverny Capital 7.1%, Akre Capital Management 2.7% and 3 more |
| McdonaldsMCD | 6−1 vs Q1 | $1.5bn−8.3% vs Q1 | 1.4% | 6.3% | Southeastern Asset Management 6.3%, First Eagle Investment Management 1.3%, Markel Group 0.4% and 3 more |
| CitigroupC | 6−1 vs Q1 | $1.5bn+9.1% vs Q1 | 0.6% | 2.2% | Harris Associates (Oakmark) 2.2%, Baupost Group 1.3%, Fairfax Financial Holdings 0.1% and 3 more |
| Merck & Co.MRK | 6−1 vs Q1 | $1.4bn−4.0% vs Q1 | 0.7% | 3.0% | Semper Augustus 3.0%, Dodge & Cox 1.3%, Fairfax Financial Holdings 0.1% and 3 more |
| 3M CompanyMMM | 6−1 vs Q1 | $1.3bn−4.0% vs Q1 | 2.2% | 6.0% | Fundsmith 6.0%, Tweedy, Browne 4.4%, First Eagle Investment Management 2.2% and 3 more |
| Costco WholesaleCOST | 6 | $1.2bn−12% vs Q1 | 0.8% | 1.8% | Semper Augustus 1.8%, Davis Selected Advisers 1.6%, Berkshire Hathaway 0.5% and 3 more |