# What value investors bought and sold in Q2 2019 | moatshark

In Q2 2019, 33 value investors filed 13Fs. The most popular buy was Alphabet, added to by 9 managers, followed by Visa and Bank of America.

## Most bought

| Company | Buyers | New positions | Bought |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 9 | 0 | $2.1bn |
| Visa (V) | 7 | 1 | $297m |
| Bank of America (BAC) | 6 | 1 | $937m |
| Booking Holdings (BKNG) | 5 | 1 | $726m |
| Baidu (BIDU) | 5 | 0 | $716m |
| Wells Fargo & Company (WFC) | 5 | 1 | $177m |
| Amazon.com (AMZN) | 5 | 0 | $163m |
| Berkshire Hathaway (BRK.B) | 4 | 2 | $1.0bn |
| Meta Platforms (META) | 4 | 1 | $307m |
| Alcon (ALC) | 4 | 4 | $188m |
| JPMorgan Chase (JPM) | 4 | 0 | $6.8m |
| Mastercard (MA) | 3 | 0 | $464m |
| Charles Schwab (SCHW) | 3 | 0 | $306m |
| Schlumberger (SLB) | 3 | 0 | $150m |
| UnitedHealth Group (UNH) | 3 | 0 | $120m |
| Medtronic (MDT) | 3 | 0 | $86.0m |
| Microsoft (MSFT) | 3 | 0 | $64.1m |
| Paypal Holdings (PYPL) | 3 | 0 | $63.8m |
| Exxon Mobil (EXMOC) | 3 | 1 | $63.2m |
| Capital One Financial (COF) | 3 | 0 | $39.4m |
| Southwest Airlines (LUV) | 3 | 0 | $27.1m |
| Taiwan Semiconductor Manufacturing (TSM) | 3 | 0 | $22.4m |
| DuPont de Nemours (DD) | 3 | 3 | $7.5m |
| KKR & Co. (KKR) | 3 | 0 | $6.5m |
| Walt Disney (DIS) | 3 | 0 | $3.3m |
| Occidental Petroleum (OXY) | 2 | 1 | $2.9bn |
| Bristol-Myers Squibb (BMY) | 2 | 0 | $703m |
| Concho Res (CXO) | 2 | 1 | $588m |
| Microchip Technology (MCHP) | 2 | 0 | $569m |
| FedEx (FDX) | 2 | 0 | $504m |

## Most sold

| Company | Sellers | Sold out | Sold |
| --- | --- | --- | --- |
| Berkshire Hathaway (BRK.B) | 9 | 0 | $200m |
| Meta Platforms (META) | 8 | 0 | $226m |
| Alphabet (GOOG) | 7 | 0 | $904m |
| Comcast (CMCSA) | 6 | 0 | $1.3bn |
| Union Pacific (UNP) | 6 | 0 | $1.2bn |
| American Express (AXP) | 6 | 0 | $722m |
| General Electric (GE) | 5 | 1 | $393m |
| BNY (BK) | 5 | 0 | $344m |
| Visa (V) | 5 | 1 | $110m |
| Wells Fargo & Company (WFC) | 5 | 0 | $87.2m |
| Charles Schwab (SCHW) | 5 | 0 | $41.3m |
| United Technologies (UTXZ) | 4 | 1 | $863m |
| Alibaba Group Holding (BABA) | 4 | 3 | $414m |
| Mastercard (MA) | 4 | 0 | $323m |
| Liberty Global (LBTYA) | 4 | 0 | $298m |
| Charter Communications (CHTR) | 4 | 0 | $283m |
| Microsoft (MSFT) | 4 | 0 | $241m |
| Starbucks (SBUX) | 4 | 0 | $233m |
| Walt Disney (DIS) | 4 | 1 | $85.3m |
| Diageo (DEO) | 4 | 0 | $82.1m |
| 3M Company (MMM) | 4 | 1 | $34.2m |
| Liberty Media (FWONA) | 4 | 0 | $25.2m |
| Booking Holdings (BKNG) | 4 | 0 | $18.5m |
| US Bancorp (USB) | 4 | 0 | $13.4m |
| Procter & Gamble (PG) | 4 | 0 | $8.1m |
| Johnson Controls International (JCI) | 3 | 0 | $790m |
| JD.com (JD) | 3 | 0 | $544m |
| Allergan (ACT) | 3 | 0 | $537m |
| Stellantis (STLA) | 3 | 0 | $436m |
| Altaba (AABA) | 3 | 0 | $411m |

## Most widely held

| Company | Managers | Value held | Largest weight |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 17 | $18bn | 23.5% |
| Berkshire Hathaway (BRK.B) | 15 | $7.3bn | 38.7% |
| Visa (V) | 14 | $7.1bn | 19.3% |
| Meta Platforms (META) | 13 | $6.1bn | 12.1% |
| Wells Fargo & Company (WFC) | 12 | $26bn | 50.3% |
| Bank of America (BAC) | 10 | $33bn | 44.5% |
| Mastercard (MA) | 10 | $7.9bn | 14.3% |
| American Express (AXP) | 9 | $23bn | 9.0% |
| Microsoft (MSFT) | 9 | $11bn | 11.9% |
| JPMorgan Chase (JPM) | 9 | $11bn | 12.1% |
| US Bancorp (USB) | 9 | $8.1bn | 4.9% |
| Moody's (MCO) | 9 | $8.0bn | 19.5% |
| Booking Holdings (BKNG) | 9 | $5.2bn | 6.0% |
| Amazon.com (AMZN) | 9 | $3.3bn | 16.4% |
| Apple (AAPL) | 8 | $51bn | 54.1% |
| BNY (BK) | 8 | $8.2bn | 6.5% |
| Comcast (CMCSA) | 8 | $7.1bn | 4.8% |
| Liberty Global (LBTYA) | 8 | $5.6bn | 11.9% |
| Charles Schwab (SCHW) | 8 | $4.6bn | 7.3% |
| Union Pacific (UNP) | 8 | $1.5bn | 4.3% |
| Liberty Media (FWONA) | 7 | $2.5bn | 6.4% |
| General Electric (GE) | 7 | $2.1bn | 8.3% |
| Carmax (KMX) | 7 | $1.9bn | 11.6% |
| Johnson & Johnson (JNJ) | 7 | $1.2bn | 10.1% |
| Goldman Sachs Group (GS) | 6 | $6.5bn | 1.9% |
| Procter & Gamble (PG) | 6 | $4.2bn | 42.4% |
| Philip Morris International (PM) | 6 | $3.2bn | 6.3% |
| Automatic Data Processing (ADP) | 6 | $2.8bn | 9.9% |
| Starbucks (SBUX) | 6 | $1.8bn | 11.6% |
| KKR & Co. (KKR) | 6 | $1.7bn | 13.4% |
| Costco Wholesale (COST) | 6 | $1.2bn | 3.1% |
| Walt Disney (DIS) | 6 | $1.1bn | 12.4% |
| S&P Global (SPGI) | 6 | $793m | 22.8% |
| Coca-Cola (KO) | 5 | $20bn | 9.8% |
| United Technologies (UTXZ) | 5 | $3.6bn | 5.3% |
| Oracle (ORCL) | 5 | $3.5bn | 4.9% |
| Paypal Holdings (PYPL) | 5 | $3.4bn | 13.1% |
| UnitedHealth Group (UNH) | 5 | $2.1bn | 2.3% |
| Baidu (BIDU) | 5 | $2.1bn | 9.8% |
| Pepsico (PEP) | 5 | $1.7bn | 10.1% |

Source: SEC filings, via moatshark (https://www.moatshark.com/q/2019-q2). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.