# What value investors bought and sold in Q2 2024 | moatshark

In Q2 2024, 34 value investors filed 13Fs. The most popular buy was Alphabet, added to by 4 managers (1 buying for the first time), followed by Charter…

## Most bought

| Company | Buyers | New positions | Bought |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 4 | 1 | $886m |
| Solventum (SOLV) | 4 | 4 | $657m |
| Charter Communications (CHTR) | 4 | 1 | $293m |
| Berkshire Hathaway (BRK.B) | 4 | 0 | $193m |
| Meta Platforms (META) | 4 | 2 | $9.5m |
| Humana (HUM) | 3 | 2 | $1.9bn |
| CVS Health (CVS) | 3 | 0 | $1.3bn |
| Salesforce (CRM) | 3 | 0 | $776m |
| Occidental Petroleum (OXY) | 3 | 1 | $576m |
| Nike (NKE) | 3 | 1 | $232m |
| UnitedHealth Group (UNH) | 3 | 0 | $192m |
| Ishares Core S&P Small-Cap E (IWF) | 3 | 1 | $101m |
| Walt Disney (DIS) | 3 | 0 | $71.6m |
| Analog Devices (ADI) | 3 | 0 | $48.0m |
| Starbucks (SBUX) | 3 | 0 | $37.7m |
| Uber Technologies (UBER) | 3 | 0 | $36.2m |
| HDFC Bank (HDB) | 3 | 0 | $29.9m |
| Charles Schwab (SCHW) | 3 | 0 | $12.7m |
| MSCI (MSCI) | 2 | 0 | $740m |
| Equifax (EFX) | 2 | 0 | $473m |
| Moody's (MCO) | 2 | 0 | $455m |
| Deere & Co (DE) | 2 | 0 | $437m |
| Johnson Controls International (JCI) | 2 | 0 | $355m |
| Brookfield (BN) | 2 | 1 | $306m |
| General Electric (GE) | 2 | 0 | $279m |
| Delta Air Lines (DAL) | 2 | 0 | $246m |
| CNH Industrial (CNH) | 2 | 0 | $211m |
| Liberty Media (FWONA) | 2 | 1 | $206m |
| Paycom Software (PAYC) | 2 | 0 | $193m |
| HEICO (HEI.A) | 2 | 1 | $186m |

## Most sold

| Company | Sellers | Sold out | Sold |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 14 | 0 | $1.6bn |
| Microsoft (MSFT) | 8 | 0 | $613m |
| Meta Platforms (META) | 8 | 0 | $187m |
| Apple (AAPL) | 7 | 0 | $67bn |
| Wells Fargo & Company (WFC) | 7 | 1 | $1.9bn |
| American Express (AXP) | 7 | 0 | $793m |
| Bank of America (BAC) | 7 | 0 | $714m |
| Berkshire Hathaway (BRK.B) | 7 | 0 | $224m |
| Walt Disney (DIS) | 6 | 0 | $3.8bn |
| Amazon.com (AMZN) | 6 | 0 | $1.1bn |
| Mastercard (MA) | 6 | 1 | $410m |
| UnitedHealth Group (UNH) | 6 | 0 | $114m |
| Capital One Financial (COF) | 5 | 0 | $1.2bn |
| Taiwan Semiconductor Manufacturing (TSM) | 5 | 0 | $479m |
| Visa (V) | 5 | 0 | $154m |
| Paypal Holdings (PYPL) | 5 | 0 | $18.2m |
| JPMorgan Chase (JPM) | 4 | 0 | $581m |
| Oracle (ORCL) | 4 | 0 | $371m |
| BNY (BK) | 4 | 0 | $220m |
| Charles Schwab (SCHW) | 4 | 0 | $63.2m |
| FedEx (FDX) | 4 | 0 | $60.7m |
| Baidu (BIDU) | 4 | 1 | $59.0m |
| Alibaba Group Holding (BABA) | 4 | 0 | $58.3m |
| Pepsico (PEP) | 4 | 0 | $52.0m |
| Comcast (CMCSA) | 4 | 0 | $26.1m |
| Diageo (DEO) | 4 | 0 | $676k |
| KKR & Co. (KKR) | 3 | 0 | $1.1bn |
| Netflix (NFLX) | 3 | 0 | $1.1bn |
| Thermo Fisher Scientific (TMO) | 3 | 1 | $973m |
| Fiserv (FISV) | 3 | 0 | $448m |

## Most widely held

| Company | Managers | Value held | Largest weight |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 24 | $30bn | 39.9% |
| Microsoft (MSFT) | 15 | $18bn | 13.0% |
| Berkshire Hathaway (BRK.B) | 15 | $8.3bn | 31.3% |
| Visa (V) | 14 | $12bn | 10.8% |
| Meta Platforms (META) | 12 | $8.8bn | 10.0% |
| Apple (AAPL) | 11 | $99bn | 81.0% |
| Bank of America (BAC) | 11 | $46bn | 43.6% |
| American Express (AXP) | 11 | $36bn | 12.5% |
| Walt Disney (DIS) | 11 | $2.2bn | 17.1% |
| Amazon.com (AMZN) | 10 | $14bn | 25.5% |
| UnitedHealth Group (UNH) | 10 | $4.0bn | 7.8% |
| Mastercard (MA) | 9 | $7.2bn | 16.9% |
| Moody's (MCO) | 8 | $19bn | 15.6% |
| Wells Fargo & Company (WFC) | 8 | $7.9bn | 46.0% |
| S&P Global (SPGI) | 8 | $5.5bn | 19.1% |
| Alibaba Group Holding (BABA) | 8 | $2.6bn | 12.2% |
| Charles Schwab (SCHW) | 7 | $9.0bn | 8.9% |
| Comcast (CMCSA) | 7 | $5.1bn | 2.8% |
| Taiwan Semiconductor Manufacturing (TSM) | 7 | $1.8bn | 8.5% |
| JPMorgan Chase (JPM) | 7 | $800m | 3.2% |
| Capital One Financial (COF) | 6 | $8.0bn | 7.8% |
| BNY (BK) | 6 | $5.3bn | 2.6% |
| Philip Morris International (PM) | 6 | $3.1bn | 6.0% |
| Oracle (ORCL) | 6 | $2.6bn | 4.6% |
| Truist Financial (TFC) | 6 | $2.5bn | 1.4% |
| Pepsico (PEP) | 6 | $1.4bn | 10.8% |
| Nike (NKE) | 6 | $1.4bn | 2.2% |
| Diageo (DEO) | 6 | $225m | 1.7% |
| Coca-Cola (KO) | 5 | $25bn | 9.1% |
| Occidental Petroleum (OXY) | 5 | $22bn | 32.0% |
| Chevron (CVX) | 5 | $19bn | 6.6% |
| General Electric (GE) | 5 | $11bn | 18.7% |
| Fiserv (FISV) | 5 | $7.6bn | 4.6% |
| Charter Communications (CHTR) | 5 | $6.8bn | 3.2% |
| FedEx (FDX) | 5 | $4.4bn | 6.7% |
| Liberty Media (FWONA) | 5 | $4.1bn | 7.7% |
| Booking Holdings (BKNG) | 5 | $3.6bn | 4.7% |
| KKR & Co. (KKR) | 5 | $1.8bn | 12.7% |
| Texas Instruments (TXN) | 5 | $1.7bn | 2.7% |
| GE HealthCare Technologies (GEHC) | 5 | $1.5bn | 2.5% |

Source: SEC filings, via moatshark (https://www.moatshark.com/q/2024-q2). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.