Berkshire Hathaway’s Class A and Class B shares rose this week to their highest level in eight months, according to BIT(bit.com) market data cited by BlockBeats on Aug. 2. The move came even though Berkshire has still underperformed the S&P 500 so far this year.
Part of the support, according to the report, has come from three major holdings in Berkshire’s portfolio: Apple, Coca-Cola and Bank of America. Berkshire’s stake in Apple, its largest holding, is now valued at more than $70 billion, with Apple shares up more than 13% this year. Its Coca-Cola position, the firm’s third-largest holding, stands at $35 billion, while Coca-Cola stock has climbed 25% year to date. Bank of America, Berkshire’s fourth-largest holding, has gained more than 12% this year.
UBS analysts raised their target price on Berkshire and kept a buy rating, while also lifting earnings forecasts for the company. The market is also watching Berkshire’s second-quarter share repurchase activity, with speculation that buybacks may have reached as much as $11 billion. Exact figures are expected in the company’s second-quarter earnings report scheduled for Aug. 8. The report also listed Berkshire’s top 10 holdings based on its latest public 13F filing for the first quarter of 2026.
Berkshire Hathaway Class A and Class B shares rose this week to an eight-month high, according to BIT(bit.com) market data cited by BlockBeats on Aug. 2.
The report said Berkshire stock has still clearly lagged the S&P 500 so far this year, but argued that the latest advance may have staying power. One reason cited was the performance of three large holdings in Berkshire’s portfolio: Apple, Coca-Cola and Bank of America.
Berkshire’s stake in Apple, its largest holding, is now valued at more than $70 billion, while Apple shares are up more than 13% this year. Berkshire’s third-largest holding, Coca-Cola, is valued at $35 billion, and the stock has gained 25% year to date. Bank of America, the company’s fourth-largest holding, has risen more than 12% this year.
UBS analysts raised their target price on Berkshire and maintained a buy rating. They also lifted their earnings forecast for the company.
Market speculation has put Berkshire’s second-quarter share repurchases at as much as $11 billion. The exact figure is expected to be disclosed in the company’s second-quarter earnings report on Aug. 8.
Berkshire’s top 10 holdings
Based on Berkshire Hathaway’s latest public 13F filing for the first quarter of 2026, as of March 31, 2026, the company’s top 10 holdings are:
- Apple (AAPL): about 22.0% of the portfolio
- American Express (AXP): about 17.4%
- Coca-Cola (KO): about 11.6%
- Bank of America (BAC): about 9.5%
- Chevron (CVX): about 6.6%
- Occidental Petroleum (OXY): about 6.5%
- Alphabet (GOOGL/GOOG combined): about 6.3%
- Chubb (CB): about 4.2%
- Moody’s (MCO): about 4.1%
- Kraft Heinz (KHC): about 2.8%
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