
Buffett's Berkshire Concentrates Half Its Equity in Three Staples
Berkshire Hathaway's latest 13F shows a highly concentrated stock book, with Apple at about 22%, American Express at about 17%, and Coca‑Cola at about 11%—the three together account for roughly half of the disclosed equity holdings. These enduring, cash-generating consumer franchises illustrate Buffett's preference for high-quality, predictable returns and a restrained, long-horizon approach, with no AI, crypto, or highly cyclical bets among the disclosed names.










