Berkshire Hathaway Stock Hits Eight-Month High, Top Three Holdings Apple, Coca-Cola, Bank of America See Significant Year-to-Date Gains
August 2nd, according to BIT (bit.com) market data, Berkshire Hathaway's Class A and Class B stocks hit a new eight-month high this week. Some analysts pointed out that although Berkshire's stock price has still significantly underperformed the S&P 500 Index this year, there is ongoing momentum in this round of rise, with three major holdings in the company's portfolio—Apple, Coca-Cola, and Bank of America—having seen considerable gains in their stock prices, providing support for the stock price.
Among them, Berkshire's holding value of the largest position, Apple, has now exceeded $70 billion, with a year-to-date increase of over 13%; the third-largest holding, Coca-Cola, has a holding size of $35 billion, with a stock price increase of 25% this year; and the fourth-largest holding, Bank of America, has risen over 12% year-to-date. AUB analyst raised Berkshire's stock price target and maintained a "Buy" rating, while also raising the company's earnings expectations. Market speculations suggest that Berkshire's stock buyback scale in the second quarter could reach as high as $11 billion, with exact data to be disclosed in the second-quarter earnings report to be released by the company on August 8th.
Berkshire Hathaway's current top ten holdings (based on the most recent publicly disclosed 13F filing for the first quarter of 2026, as of March 31, 2026):
Apple (AAPL): Approximately 22.0% of the portfolio
American Express (AXP): Approximately 17.4% of the portfolio
Coca-Cola (KO): Approximately 11.6% of the portfolio
Bank of America (BAC): Approximately 9.5% of the portfolio
Chevron (CVX): Approximately 6.6% of the portfolio
Occidental Petroleum (OXY): Approximately 6.5% of the portfolio
Alphabet (Google's parent company, total of GOOGL/GOOG): Approximately 6.3% of the portfolio
Chubb Limited (CB): Approximately 4.2% of the portfolio
Moody's (MCO): Approximately 4.1% of the portfolio
Kraft Heinz (KHC): Approximately 2.8% of the portfolio