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As Warren Buffett Waves Goodbye, 5 Dividend Stocks That Never Leave Berkshire Hathaway
AppleApple(US:AAPL) 247Wallstยท2025-11-10 12:43

Core Insights - Warren Buffett announced his retirement as CEO of Berkshire Hathaway, with Greg Abel set to take over at the end of the year, although Buffett will remain as board chair [3] - Berkshire Hathaway has reduced its underperformance against the S&P 500 from 12.2% to 4.3% in 2025, despite a decline in stock prices following Buffett's retirement announcement [4] - The company holds a significant cash reserve of $381 billion, positioning it to capitalize on future market dislocations [4] Company Holdings - Berkshire Hathaway's portfolio is heavily concentrated, with five companies making up over 70% of its total holdings, indicating a long-term investment strategy [5] - American Express has shown strong performance in 2025, with a dividend yield of 0.88%, and reported Q3 earnings per share of $4.14, exceeding expectations by 19% year-over-year [8][10] - Apple remains a major holding, constituting 23.8% of Berkshire's portfolio, despite a recent sale of shares, and offers a dividend yield of 0.38% [11] - Bank of America, another key holding, reported Q3 earnings per share of $1.06, with a profit increase of 23% year-over-year and a solid dividend yield of 2% [15] - Chevron, with a dividend yield of 4.42%, is noted for its stability and has recently announced a $53 billion acquisition of Hess Corp, expected to close soon [18][23] - Coca-Cola, a long-time favorite of Buffett, has seen an 11% increase in 2025 and offers a dependable dividend yield of 2.92% [25][28]