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The latest sourced quarter-end filing does not support the claim that three commonly cited Berkshire Hathaway stocks make up 12.5% of its portfolio. Apple, American Express and Coca-Cola together represented about 50.04% of Berkshire’s reported U.S. equity holdings on June 30, 2026, based on published weights. That is a dated 13F snapshot—not Berkshire’s entire portfolio, a real-time view, or evidence that Greg Abel personally chose the shares. The available figures also do not establish which stock is the best buy now.
What the latest filing says about the three stocks
Berkshire Hathaway’s Form 13F for the quarter ended June 30, 2026, was filed on August 14, 2026. A Kiplinger summary of that filing reports the following shares of Berkshire’s U.S. equity portfolio:
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| Company | Reported portfolio weight at June 30, 2026 |
|---|---|
| Apple | 22.04% |
| American Express | 17.14% |
| Coca-Cola | 10.86% |
Adding those published weights gives about 50.04%. That combined figure is a calculation, not a separately reported statistic. It contradicts the title’s 12.5% figure for this commonly discussed trio; the available sources do not identify which three stocks or denominator would produce 12.5%.
The SEC’s Form 13F information table is primary evidence that Berkshire reported positions in these companies. The percentages are from the secondary summary, and describe their weight within Berkshire’s reported U.S. equity holdings—not their share of Berkshire’s net worth, total assets, or all investments. An Oak Growth overview summarizes the Q2 2026 report as 29 U.S.-listed stock positions worth about $299 billion.
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What a 13F snapshot leaves out
A 13F is a delayed filing of reportable holdings, not a live portfolio feed. The June 30 positions may have changed after quarter-end, and the filing does not show every part of Berkshire’s financial picture. It excludes foreign-listed equities, cash, bonds and Berkshire’s wholly owned operating businesses. The SEC also cautions that it has not determined the filing’s accuracy or completeness.
That scope matters when interpreting the word “portfolio.” These percentages are useful for comparing disclosed U.S. equity positions with one another, but they do not measure how much of Berkshire as a whole is invested in each company.
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Why these holdings do not establish Greg Abel’s top pick
A Berkshire filing reports the company’s holdings; it does not establish that Greg Abel personally selected each position, nor does it amount to a recommendation that readers buy any of them. Recent coverage commonly groups Apple, American Express and Coca-Cola as long-held Berkshire stocks, but association with a well-known investor is not a substitute for evaluating a stock at its current price.
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The three businesses also have materially different economics, so “consumer stocks” is an imprecise label for the group. Apple sells devices and services; American Express combines a card network with lending and financial services; Coca-Cola sells beverages through a global brand and distribution system. Their prospects depend on different drivers, and a portfolio weight alone says nothing about whether the shares are attractively valued today.
How to assess the three before buying
Apple: ecosystem strength versus product-cycle risk
For Apple, consider the durability of customer loyalty and services revenue alongside hardware demand and product-cycle risk. A strong ecosystem may support repeat purchases and services, but it does not remove the possibility that device demand, competition or expectations embedded in the share price could weaken returns. Compare current valuation with business performance rather than treating Berkshire’s reported weight as a buy signal.
American Express: spending and fees versus credit exposure
American Express’s card-network and lending economics expose it to different factors from those affecting a device maker or beverage company. Assess its affluent-customer base, fee revenue and ability to earn through spending cycles against credit losses and the price investors are paying for those earnings. The filing’s weight does not resolve that trade-off.
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Coca-Cola: brand and pricing versus volume and costs
For Coca-Cola, examine the strength of its brand and distribution, whether pricing can support revenue without harming volumes, and how input costs affect profitability. Dividend income may matter to an investor’s decision, but a dividend does not by itself make a stock a good value or protect against a falling share price.
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A practical decision framework
Before choosing among the three, compare each company on the same decision points:
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- Business fundamentals: What is driving sales, earnings and cash generation, and how durable are those drivers?
- Valuation: What expectations are reflected in the current price, and do they leave room for weaker-than-expected results?
- Risks: Identify the risks most specific to the business—product demand for Apple, credit performance for American Express, or pricing, volume and input costs for Coca-Cola.
- Portfolio fit: Consider your existing exposure, time horizon, need for income and ability to tolerate losses.
A current top pick would require comparable, up-to-date valuation and fundamentals for all three, as well as an investor-specific definition of “best.” Berkshire’s reported weights alone cannot supply that analysis. Treat the filing as a record of disclosed ownership on a particular date, not as a standalone reason to buy.
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