5 Dividend Stocks Are 60% of Berkshire Hathaway After Buffett's Q4 Selling Spree
247Wallst·2026-03-09 12:18

Core Insights - Warren Buffett sold $4.6 billion worth of stock in his final quarter as CEO, while five longstanding dividend stocks now account for nearly 60% of Berkshire Hathaway's portfolio [1][2] Group 1: Berkshire Hathaway's Holdings - Berkshire Hathaway's portfolio remains concentrated, with five companies making up almost 60% of total holdings, all of which are dividend-paying stocks [1][2] - The new CEO, Greg Abel, plans to continue the investment strategy established by Buffett, focusing on a small group of companies [1][2] - Berkshire Hathaway's equity portfolio will be directly overseen by Abel, with Ted Weschler managing about 6% of it [1] Group 2: Key Dividend Stocks - American Express: Berkshire owns 151,610,700 shares, representing 22.1% of the company's float and 14.7% of Berkshire's portfolio, with a dividend yield of 1.07% [1][2] - Apple: Accounts for 18.9% of Berkshire's portfolio, with a small dividend yield of 0.39% [1][2] - Bank of America: Holds 517,295,934 shares, making up 8.1% of Berkshire's portfolio and offering a dividend yield of 2.18% [2] - Chevron: Berkshire owns 130,156,362 shares, which is 6.5% of the float and 8% of the portfolio, with a dividend yield of 3.61% [2] - Coca-Cola: A long-time holding with 400 million shares, representing 9.3% of the float and 9.9% of the portfolio, offering a dividend yield of 2.50% [2]