Berkshire Hathaway's New CEO Greg Abel Concentrates Portfolio in Four Major Stocks
For the first time since its founding over half a century ago, Berkshire Hathaway is led by someone other than Warren Buffett. On December 31, Buffett retired as CEO and handed control to his long-time successor, Greg Abel. In early 2027, Abel made significant changes to Berkshire's $360 billion investment portfolio, though the strategy remains highly concentrated in just four stocks. The top holdings now include Apple ($76.61 billion), American Express ($47.24 billion), Alphabet ($36.91 billion), and Coca-Cola ($35.3 billion). These four companies account for 55% of the portfolio, a continuation of Buffett's concentration strategy but with some shifts in emphasis. Abel has notably expanded Berkshire’s stake in Alphabet, driven by its AI capabilities and strong cloud growth. Meanwhile, Apple remains central to the portfolio due to brand loyalty and high-margin services. Coca-Cola and American Express continue as long-standing dividend-producing investments.
Tickers: $AAPL $AXP $GOOG $GOOGL $KO
Topics: Berkshire Hathaway Greg Abel Stock Portfolio Changes Warren Buffett Retirement