Berkshire Hathaway's Top Holdings: Apple, Coca-Cola, Finance, and Oil Lead the Way

Warren Buffett's top 10 Berkshire Hathaway holdings include Apple, American Express, Bank of America, Coca-Cola, Chevron, and others. The conglomerate trails the S&P 500 in 2025, with Class A shares up 6.2% year-to-date, compared to the index's 10.1% gain. Only two of the top 10 holdings, Coca-Cola and Mitsubishi, outperform the S&P 500.

Warren Buffett and Berkshire Hathaway have been active in the financial markets, with notable investments and portfolio adjustments. Despite being a net seller of publicly traded stocks in the second quarter of 2025, Buffett added six new companies to the portfolio and made several significant changes [2].

The top five holdings in Berkshire Hathaway's portfolio remain Apple (AAPL), American Express (AXP), Bank of America (BAC), Coca-Cola (KO), and Chevron (CVX), accounting for 70% of the total portfolio [2]. However, the conglomerate trails the S&P 500 in 2025, with Class A shares up 6.2% year-to-date compared to the index's 10.1% gain [2]. Only two of the top 10 holdings, Coca-Cola and Mitsubishi, outperform the S&P 500 [2].

Among the recent additions, Buffett invested in Constellation Brands Inc. (STZ), Pool Corporation (POOL), and Domino's Pizza Inc. (DPZ) [1]. Constellation Brands, which owns brands like Corona and Modelo, saw a total investment worth over $1 billion in Q1 2025 [1]. Pool Corporation, the world's leading distributor of pool supplies, also saw increased investment, with holdings totaling near $450 million [1]. Domino's Pizza, despite recent stock price drops, continues to be a value investment for Buffett [1].

Buffett also added to his position in Heico Corp (HEI), an aircraft and defensive system parts company [1]. The stock has seen significant growth, up 32% in 2025 alone [1]. Additionally, Buffett increased his stake in Verisign (VERI), a domain name registry [2].

Berkshire Hathaway's second-quarter 13F filing also revealed that the conglomerate added to its positions in Lennar-A (LEN) and D.R. Horton (DHI), both homebuilders [2]. The company also trimmed its positions in Apple (AAPL), Bank of America (BAC), and T-Mobile (TMUS) [2].

These investments and portfolio changes reflect Buffett's strategy of value investing, focusing on companies with strong fundamentals and steady growth prospects. Despite the recent market volatility, Buffett's long-term investment approach remains consistent.

References:
[1] https://finance.yahoo.com/news/5-stocks-warren-buffett-bought-100103884.html
[2] https://www.forbes.com/sites/bill_stone/2025/08/15/berkshire-hathaways-second-quarter-2025-portfolio-moves/