Two Buffett Stocks to Buy and Hold Long Term: Coca-Cola and Amazon

Warren Buffett's Berkshire Hathaway portfolio is valued at $300 billion, with Coca-Cola and another stock recommended for long-term investment. Coca-Cola is a Dividend King with a 3% yield and a strong consumer staple position, while the other stock is not mentioned in the article. Buffett has been investing for decades and has generated compound annual gains of 19.9% for Berkshire Hathaway shareholders.

Warren Buffett's Berkshire Hathaway has long been a beacon of investment wisdom, with a portfolio valued at $300 billion, generating compound annual gains of 19.9% for shareholders since 1964 [2]. The conglomerate's latest moves, including a significant investment in Nucor and a partial divestment in Apple, reflect Buffett's long-term growth strategy and sector-specific opportunities.

Nucor: A Strategic Bet on Steel

Berkshire Hathaway has disclosed a nearly 3% stake in Nucor, a steelmaker that stands to benefit from a thriving housing and construction market [1]. This investment is part of Berkshire's overall bet on the housing sector, which includes a group of housing-related operating businesses. Nucor's 52-year dividend streak and focus on electric arc furnaces and recycled scrap metal position it as a leader in the steel sector. With steel prices rising and infrastructure demand growing, Nucor is poised to deliver earnings growth and share price appreciation. The stock's low valuation and durable dividend make it an attractive option for income-seeking investors.

Apple: A Potential Sell Signal

Conversely, Berkshire Hathaway has divested a portion of its Apple stake, reducing its holdings to $64 billion [3]. This move reflects concerns over Apple's valuation, slowing growth, and potential future tax policy shifts. While Apple remains a significant holding, the divestment could signal a strategic shift in Berkshire's portfolio.

Market Sentiment and Sector Opportunities

The market's recent optimism is reflected in Nucor's stock performance, with a 0.87% increase following Berkshire's investment disclosure [1]. However, the broader market sentiment remains cautious, with Berkshire Hathaway Class B (BRK.B) experiencing a 46.13% drop in trading volume to $2.17 billion on August 27, 2025 [3]. This volatility underscores the potential for market corrections and presents opportunities for strategic portfolio adjustments.

Conclusion

Berkshire Hathaway's investments in Nucor and divestments in Apple highlight the company's long-term growth strategy and sector-specific opportunities. While Nucor presents a potential dividend stock bargain, investors should monitor market sentiment and regulatory developments. The market's recent volatility suggests potential selling opportunities, but sector-specific momentum, such as the housing recovery and infrastructure demand, could drive further investment. As always, investors should conduct thorough due diligence and consider their risk tolerance before making any investment decisions.

References:
[1] https://www.ainvest.com/news/berkshire-hathaway-warren-buffett-bets-big-housing-nucor-investment-2508/
[2] https://www.aol.com/2-top-buffett-stocks-buy-141500092.html
[3] https://www.ainvest.com/news/uncovering-undervalued-dividend-stocks-berkshire-hathaway-portfolio-2508/