Warren Buffett has two golden rules: Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1. So what stocks does his firm, Berkshire Hathaway (BRK.A), think will strictly adhere?
There are many ways investors try to mimic Buffett’s legendary success and several approach his value investing philosophy. But if you really want to invest like Buffett, there’s really no better way to start than investing like Buffet. That is to say, look at his holdings and mimic them in your own portfolio.
So where to begin? Buffett has 37 stocks in his portfolio. Here are his top 20 holdings, listed by holding value.
Interactive Chart: Use the Compar-O-Matic to compare analyst ratings for the stocks mentioned below:
1. The Coca-Cola Company (KO, Earnings, Analysts, Financials): Distributes, and markets nonalcoholic beverages worldwide. Market cap at $171.07B, most recent closing price at $38.0. Berkshire has 400,000,000 shares and a 8.88% stake. Holding value: $14,984,000,000.
2. Wells Fargo & Company (WFC, Earnings, Analysts, Financials): Provides retail, commercial, and corporate banking services primarily in the United States. Market cap at $180.12B, most recent closing price at $34.10. Berkshire has 411,045,245 shares and a 7.78% stake. Holding value: $14,004,344,497.
3. International Business Machines Corp. (IBM, Earnings, Analysts, Financials): Provides information technology (IT) products and services worldwide. Market cap at $222.69B, most recent closing price at $194.87. Berkshire has 66,645,396 shares and a 5.83% stake. Holding value: $13,001,183,851.
4. American Express Company (AXP, Earnings, Analysts, Financials): Provides charge and credit payment card products, and travel-related services worldwide. Market cap at $65.25B, most recent closing price at $57.56. Berkshire has 151,610,700 shares and a 13.31% stake. Holding value: $8,705,486,394.
5. Procter & Gamble Co. (PG, Earnings, Analysts, Financials): Provides consumer packaged goods in the United States and internationally. Market cap at $184.51B, most recent closing price at $66.99. Berkshire has 5,960,2203 shares and a 2.18% stake. Holding value: $3,985,599,314.
6. Wal-Mart Stores Inc. (WMT, Earnings, Analysts, Financials): Operates retail stores in various formats worldwide. Market cap at $245.B, most recent closing price at $72.41. Berkshire has 46,708,142 shares and a 1.38% stake. Holding value: $3,398,951,493.
7. Kraft Foods Inc. (KFT, Earnings, Analysts, Financials): Together with its subsidiaries, manufactures and markets packaged food products worldwide. Market cap at $74.29B, most recent closing price at $41.86. Berkshire has 58,826,390 shares and a 3.31% stake. Holding value: $2451,295,671.
8. U.S. Bancorp (USB, Earnings, Analysts, Financials): Provides various banking and financial services in the United States. Market cap at $63.13B, most recent closing price at $33.31. Berkshire has 66,000,713 shares and a 3.48% stake. Holding value: $2,211,023,885.
9. ConocoPhillips (COP, Earnings, Analysts, Financials): Operates as an integrated energy company worldwide. Market cap at $68.57B, most recent closing price at $56.46. Berkshire has 28,868,637 shares and a 2.38% stake. Holding value: $1,626,747,694.
10. DIRECTV, Inc. (DTV, Earnings, Analysts, Financials): Provides digital television entertainment in the United States and Latin America. Market cap at $32.84B, most recent closing price at $52.31. Berkshire has 28,420,700 shares and a 4.53% stake. Holding value: $1,493,507,785.
11. Phillips 66 (PSX, Earnings, Analysts, Financials): Market cap at $26.31B, most recent closing price at $41.96. Berkshire has 27,136,918 shares and a 4.33% stake. Holding value: $1,140,341,277.
12. Moody’s Corp. (MCO, Earnings, Analysts, Financials): Provides credit ratings and related research, data, and analytical tools; risk management software; and quantitative credit risk measures, credit portfolio management solutions, and training services in the United States, Europe, the Middle East, and Africa. Market cap at $8.58B, most recent closing price at $38.60. Berkshire has 28,415,250 shares and a 12.78% stake. Holding value: $1,106,773,987.
13. DaVita, Inc. (DVA, Earnings, Analysts, Financials): Provides kidney dialysis services in the United States. Market cap at $9.22B, most recent closing price at $97.50. Berkshire has 9,300,000 shares and a 9.83% stake. Holding value: $905,076,000.
14. Johnson & Johnson (JNJ, Earnings, Analysts, Financials): Engages in the research and development, manufacture, and sale of various products in the health care field worldwide. Market cap at $186.13B, most recent closing price at $67.51. Berkshire has 1,033,3128 shares and a .38% stake. Holding value: $696,142,833.
15. The Washington Post Company (WPO, Earnings, Analysts, Financials): Operates as a diversified education and media company in the United States and internationally. Market cap at $2.63B, most recent closing price at $352.98. Berkshire has 1,727,765 shares and a 23.21% stake. Holding value: $604,700,472.
16. Liberty Capital Group (LMCA, Earnings, Analysts, Financials): Market cap at $12.45B, most recent closing price at $104.02. Berkshire has 5500,000 shares and a 4.6% stake. Holding value: $567,710,000.
17. M&T Bank Corporation (MTB, Earnings, Analysts, Financials): Operates as the holding company for M&T Bank and M&T Bank, National Association that provide commercial and retail banking services to individuals, corporations and other businesses, and institutions. Market cap at $11.2B, most recent closing price at $88.42. Berkshire has 5,382,040 shares, and a 4.25% stake. Holding value: $476,418,180.
18. The Bank of New York Mellon Corporation (BK, Earnings, Analysts, Financials): Provides various products and services worldwide. Market cap at $26.47B, most recent closing price at $22.41. Berkshire has 18,719,515 shares, and a 1.58% stake. Holding value: $422,312,258.
19. Costco Wholesale Corporation (COST, Earnings, Analysts, Financials): Operates membership warehouses that offer a selection of branded and private label products in a range of merchandise categories in no-frills, self-service warehouse facilities. Market cap at $41.75B, most recent closing price at $96.57. Berkshire has 4,333,363 shares, and a 1% stake. Holding value: $420,812,880.
20. USG Corporation (USG, Earnings, Analysts, Financials): Engages in the manufacture and distribution of building materials worldwide. Market cap at $2.19B, most recent closing price at $20.37. Berkshire has 17,072,192 shares, and a 15.91% stake. Holding value: $348,443,438.
Written by Rebecca Lipman
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Dig Deeper: Access Company Snapshots, Charts, Filings
- The Coca-Cola Company (KO, Chart, Download SEC Filings)
- Wells Fargo & Company (WFC, Chart, Download SEC Filings)
- International Business Machines Corp. (IBM, Chart, Download SEC Filings)
- American Express Company (AXP, Chart, Download SEC Filings)
- Procter & Gamble Co. (PG, Chart, Download SEC Filings)
- Wal-Mart Stores Inc. (WMT, Chart, Download SEC Filings)
- Kraft Foods Inc. (KFT, Chart, Download SEC Filings)
- U.S. Bancorp (USB, Chart, Download SEC Filings)
- ConocoPhillips (COP, Chart, Download SEC Filings)
- DIRECTV, Inc. (DTV, Chart, Download SEC Filings)
- Phillips 66 (PSX, Chart, Download SEC Filings)
- Moody’s Corp. (MCO, Chart, Download SEC Filings)
- DaVita, Inc. (DVA, Chart, Download SEC Filings)
- Johnson & Johnson (JNJ, Chart, Download SEC Filings)
- The Washington Post Company (WPO, Chart, Download SEC Filings)
- Liberty Capital Group (LMCA, Chart, Download SEC Filings)
- M&T Bank Corporation (MTB, Chart, Download SEC Filings)
- The Bank of New York Mellon Corporation (BK, Chart, Download SEC Filings)
- Costco Wholesale Corporation (COST, Chart, Download SEC Filings)
- USG Corporation (USG, Chart, Download SEC Filings)
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