All 45 Warren Buffett Portfolio Stocks Now

Up to date on February twentieth, 2024 by Bob Ciura

To put money into nice companies, it’s a must to discover them first. That’s the place Warren Buffett is available in…

Berkshire Hathaway (BRK.B) has an fairness funding portfolio price greater than $300 billion.

Berkshire Hathaway’s portfolio is stuffed with high quality shares. You’ll be able to ‘cheat’ from Warren Buffett shares to search out picks on your portfolio. That’s as a result of Buffett (and different institutional buyers) are required to periodically present their holdings in a 13F Submitting.

You’ll be able to see all of Warren Buffett’s inventory holdings (together with related monetary metrics like dividend yields and price-to-earnings ratios) by clicking on the hyperlink under:

Notes: 13F submitting efficiency is completely different than fund efficiency. See how we calculate 13F submitting efficiency right here.

This text analyzes Warren Buffett’s prime 20 shares primarily based on data disclosed within the This fall 2023 13F submitting.

Desk of Contents

You’ll be able to skip to a particular part with the desk of contents under. Shares are listed by proportion of the whole portfolio, from highest to lowest.

How To Use Warren Buffett Shares To Discover Funding Concepts

Having a database of Warren Buffett shares is extra highly effective when you might have the power to filter it primarily based on essential investing metrics.

That’s why this text’s Excel obtain is so helpful…

It permits you to search Warren Buffett shares to search out dividend funding concepts that match your particular portfolio.

For these of you unfamiliar with Excel, this part will present you tips on how to filter Warren Buffett shares for 2 essential investing metrics – price-to-earnings ratio and dividend yield.

Step 1: Click on on the filter icon within the column for dividend yield or price-to-earnings ratio.

Step 2: Filter every metric to search out high-quality shares. Two examples are offered under.

Instance 1: To search out shares with dividend yields above 1% and listing them in descending order, click on the ‘Dividend Yield’ filter and do the next:

Instance 2: To search out shares with price-to-earnings ratios under 25 and listing them in descending order, click on the ‘Value-to-Earnings Ratio’ filter and do the next:

Warren Buffett & Dividend Shares

Buffett has grown his wealth by investing in and buying companies with sturdy aggressive benefits buying and selling at honest or higher costs.

Most buyers know Warren Buffett seems for high quality, however few know the diploma to which he invests in dividend shares:

Over half of Warren Buffett’s prime 10 shares pay dividends
His prime 5 holdings have a median dividend yield of ~2% (and make up 79% of his portfolio)
Lots of his dividend shares have paid rising dividends over many years

Warren Buffett prefers to put money into shareholder-friendly companies with lengthy monitor information of success.

Hold studying this text to see Warren Buffett’s 20 highest conviction inventory choices analyzed. These are the 20 shares with the best worth (most weight) in Berkshire Hathaway’s portfolio.

#1: Apple, Inc. (AAPL)

Dividend Yield: 0.53percentP.c of Warren Buffett’s Portfolio: 50.09%

Apple is Berkshire’s largest place by far, due largely to Apple’s wonderful rally over the previous few years.

The expertise firm designs, manufactures and sells merchandise reminiscent of iPhones, iPads, Mac, Apple Watch and Apple TV. Apple additionally has a providers enterprise that sells music, apps, and subscriptions.

Apple can also be a prime holding of different influential buyers, reminiscent of Kevin O’Leary.

On November 2nd, 2023, Apple reported outcomes for the fourth quarter of fiscal 12 months 2023 (Apple’s fiscal 12 months ends the final Saturday in September). It grew its gross sales 3% over final 12 months’s quarter because of file gross sales of iPhone for a fourth quarter and all-time excessive Service gross sales. The iPhone section generated 49% of complete gross sales whereas Service gross sales comprised 25% of complete gross sales. Earnings-per-share grew 13%, from $1.29 to $1.46, and exceeded the analysts’ consensus by $0.07.

Click on right here to obtain our most up-to-date Positive Evaluation report on AAPL (preview of web page 1 of three proven under):

#2: Financial institution of America Company (BAC)

Dividend Yield: 2.8percentP.c of Warren Buffett’s Portfolio: 9.9%

Berkshire Hathaway owns simply over 1 billion shares of Financial institution of America inventory, price $29 billion as of the most recent 13F submitting.

Financial institution of America, headquartered in Charlotte, NC, offers conventional banking providers, in addition to non–banking monetary providers to prospects throughout the world. Its operations embrace Shopper Banking, Wealth & Funding Administration and International Banking & Markets.

Financial institution of America was based in 1904, and will produce about $89 billion in income this year. Financial institution of America is one of many largest monetary shares on the planet.

Click on right here to obtain our most up-to-date Positive Evaluation report on Financial institution of America (preview of web page 1 of three proven under):

#3: American Specific Firm (AXP)

Dividend Yield: 1.1percentP.c of Warren Buffett’s Portfolio: 8.16%

American Specific is considered one of Berkshire’s longest-held shares. American Specific is a bank card firm that operates the next enterprise models: US Card Companies, Worldwide Shopper and Community Companies, International Industrial Companies, and International Service provider Companies. American Specific was based in 1850.

American Specific reported its third quarter earnings outcomes on October 20. The corporate generated revenues of $15.4 billion through the quarter, which was 13% greater than through the earlier 12 months’s quarter. The income improve was primarily based on a restoration for American Specific’ enterprise in comparison with the earlier 12 months’s quarter, with elevated worldwide journey being a tailwind for the corporate. Revenues have been up sequentially, and so they beat estimates barely.

Click on right here to obtain our most up-to-date Positive Evaluation report on American Specific (preview of web page 1 of three proven under):

#4: The Coca-Cola Firm (KO)

Dividend Yield: 3.2percentP.c of Warren Buffett’s Portfolio: 6.77%

Coca-Cola is the world’s largest beverage firm, because it owns or licenses greater than 500 distinctive non–alcoholic manufacturers. Because the firm’s founding in 1886, it has unfold to greater than 200 international locations worldwide.

Supply: Investor Presentation

The corporate additionally has an distinctive 59-year dividend improve streak.

Coca-Cola posted third quarter earnings on October twenty fourth, 2023, and outcomes have been significantly better than expectations. Adjusted earnings-per-share got here to 74 cents, which was a nickel higher than estimates. Income was $12 billion, up 8.1% year-over-year, and a full $580 million forward of expectations.

Natural income was up 11% through the quarter, beating estimates by 4%. The corporate noticed features in Latin America (+20%), EMEA (+20%), North America (+9%), Bottling Investments (+18%), and International Ventures (+9%). Quantity was up 2%, whereas value and blend accounted for a 9% acquire within the prime line.

Click on right here to obtain our most up-to-date Positive Evaluation report on KO (preview of web page 1 of three proven under):

#5: Chevron Company (CVX)

Dividend Yield: 4.2percentP.c of Warren Buffett’s Portfolio: 5.40%

Chevron is the fourth-largest oil main on the planet primarily based on market cap. Chevron costs some pure gasoline volumes primarily based on the oil value, that means almost 75% of its output is priced primarily based on the oil value. Because of this, Chevron is extra leveraged to the oil value than the opposite oil majors.

In early February, Chevron reported (2/2/24) monetary outcomes for the fourth quarter of fiscal 2023. Because of a slight enchancment within the value of oil triggered by manufacturing cuts by OPEC and Russia and seven% manufacturing progress because of the acquisition of PDC Power, earnings-per-share grew 13% sequentially, from $3.05 to $3.45, and exceeded the analysts’ consensus by $0.23.

Click on right here to obtain our most up-to-date Positive Evaluation report on CVX (preview of web page 1 of three proven under):

#6: Occidental Petroleum (OXY)

Dividend Yield: 1.4percentP.c of Warren Buffett’s Portfolio: 4.06%

Occidental Petroleum is a global oil and gasoline exploration and manufacturing firm with operations within the U.S., the Center East, and Latin America. It has a market capitalization of $60 billion. Whereas the corporate additionally has a midstream and a chemical section, it’s way more delicate to the value of oil than the built-in oil majors.

In early November, Occidental reported (11/7/23) monetary outcomes for the third quarter of fiscal 2023. Its common realized costs of oil grew 10% and its common realized gasoline costs jumped 41% over the prior quarter. Because of this, earnings-per-share grew 74% sequentially, from $0.68 to $1.18.

Click on right here to obtain our most up-to-date Positive Evaluation report on OXY (preview of web page 1 of three proven under):

#7: The Kraft-Heinz Firm (KHC)

Dividend Yield: 4.6percentP.c of Warren Buffett’s Portfolio: 3.46%

Kraft–Heinz is a processed meals and drinks firm which owns a product portfolio that contains meals merchandise reminiscent of condiments, sauces, cheese & dairy, frozen & chilled meals, and toddler food plan & nutrition. The corporate was created in 2015 in a merger between Kraft Meals Group and H. J. Heinz Firm, orchestrated by Berkshire Hathaway and 3G Capital.

The Kraft-Heinz Firm reported its fourth quarter earnings outcomes on February 14. The corporate reported that its revenues totaled $6.9 billion through the quarter, which was down 7% in comparison with the revenues that Kraft-Heinz generated through the earlier 12 months’s interval.

Click on right here to obtain our most up-to-date Positive Evaluation report on Kraft-Heinz (preview of web page 1 of three proven under):

#8: Moody’s Company (MCO)

Dividend Yield: 0.9percentP.c of Warren Buffett’s Portfolio: 2.77%

Moody’s was created again in 1909, turning into the primary firm to research securities and fee their funding high quality for buyers on a big scale. Moody’s started with its Analyses of Railroad Investments in 1909 and has blossomed into the corporate we all know at present, with over $6 billion in annual income.

Moody’s posted third quarter earnings on October twenty fifth, 2023, and outcomes have been higher than anticipated on each the highest and backside strains. Adjusted earnings-per-share have been $2.43, beating estimates by 15 cents. That was additionally up from $2.30 in Q2, and up sharply from $1.85 a 12 months in the past. Income soared 18% year-over-year to $1.5 billion, which was $40 million forward of expectations. The corporate famous a rebound in bond issuance as driving higher income.

Click on right here to obtain our most up-to-date Positive Evaluation report on Moody’s (preview of web page 1 of three proven under):

#9: DaVita Inc. (DVA)

Dividend Yield: N/A (DaVita doesn’t at present pay a quarterly dividend)P.c of Warren Buffett’s Portfolio: 1.28%

Berkshire’s funding portfolio comprises simply over 36 million shares of DaVita, Inc., equating to a complete funding of $2.60 billion on the time of the final 13F submitting. DaVita is barely greater than 1% of Berkshire’s general funding portfolio.

DaVita offers kidney dialysis providers for sufferers affected by continual kidney failure or finish stage renal illness. The corporate operates kidney dialysis facilities and offers associated lab providers in outpatient dialysis facilities.

#10: Citigroup Inc. (C)

Dividend Yield: 3.9percentP.c of Warren Buffett’s Portfolio: 0.82%

Citigroup is a worldwide juggernaut in bank cards, industrial banking, buying and selling, and a wide range of different monetary actions. It has 1000’s of branches and produces about $75 billion in annual income.

Citigroup posted fourth quarter and full-year earnings on January twelfth, 2024, and outcomes have been considerably combined. The financial institution posted adjusted earnings-per-share of 84 cents, which was 11 cents forward of expectations. Income was off 3.3% year-over-year to $17.4 billion, lacking estimates by a giant margin of $1.36 billion. Nonetheless, excluding the corporate’s revaluation primarily based upon Argentina’s unstable foreign money strikes, income would have truly risen 2% year-over-year.

Click on right here to obtain our most up-to-date Positive Evaluation report on Citigroup (preview of web page 1 of three proven under):

#11: VeriSign, Inc. (VRSN)

Dividend Yield: N/APercent of Warren Buffett’s Portfolio: 0.76%

VeriSign is a globally diversified supplier of area title registry providers and Web safety software program. The corporate operates in a single section, and has a major worldwide presence.

#12: The Kroger Co. (KR)

Dividend Yield: 2.4percentP.c of Warren Buffett’s Portfolio: 0.66%

Based in 1883 and headquartered in Cincinnati, Ohio, Kroger is one of many largest retailers within the U.S. The corporate has almost 2,800 retail shops underneath two dozen banners, together with gas facilities, pharmacies and jewellery shops in 35 states. The firm serves almost 11 million prospects a day.

On November thirtieth, 2023, Kroger reported third quarter 2023 outcomes for the interval ending November 4th, 2023 (Kroger’s fiscal 12 months ends the Saturday closest January thirty first.) For the quarter, Kroger reported $34.0 billion in gross sales, down 0.6% in comparison with Q3 2022. Excluding gas, gross sales decreased 0.5% in comparison with the 12 months in the past interval. Adjusted earnings-per-share equaled $0.95 in comparison with $0.88 in 2Q22.

Click on right here to obtain our most up-to-date Positive Evaluation report on Kroger (preview of web page 1 of three proven under):

#13: Visa Inc. (V)

Dividend Yield: 0.7percentP.c of Warren Buffett’s Portfolio: 0.62%

Visa is the world’s chief in digital funds, with exercise in additional than 200 international locations. The corporate’s international processing community offers safe and reliable funds all over the world and is able to dealing with greater than 65,000 transactions a second.

On January twenty fifth, 2024, Visa reported first quarter 2024 outcomes for the interval ending December thirty first, 2023. (Visa’s fiscal 12 months ends September thirtieth.) For the quarter, Visa generated income of $8.6 billion, adjusted web earnings of $4.9 billion and adjusted earnings-per-share of $2.41, marking will increase of 9%, 8% and 11%, respectively.

These outcomes have been pushed by an 8% acquire in Funds Quantity, a 16% acquire in Cross-Border Quantity and a 9% acquire in Processed Transactions. Visa processed 57.5 billion transactions within the quarter.

Click on right here to obtain our most up-to-date Positive Evaluation report on Visa (preview of web page 1 of three proven under):

#14: Mastercard Inc. (MA)

Dividend Yield: 0.5percentP.c of Warren Buffett’s Portfolio: 0.49%

MasterCard is a world chief in digital funds. The corporate companions with 25,000 monetary establishments all over the world to supply an digital cost community. MasterCard has greater than 3.1 billion credit score and debit playing cards in use.

On January thirty first, 2024, MasterCard launched fourth quarter and full 12 months outcomes for the interval ending December thirty first, 2023. For the quarter, income grew 13% to $6.5 billion, which was $20 million above estimates. Adjusted earnings-per-share of $3.18 in contrast favorably to $2.65 within the prior 12 months and was $0.10 higher than anticipated. For 2023, income grew 13% to $25.1 billion whereas adjusted earnings-per-share of $11.83 in comparison with $10.22 within the prior 12 months.

Click on right here to obtain our most up-to-date Positive Evaluation report on Mastercard (preview of web page 1 of three proven under):

#15: Capital One Monetary (COF)

Dividend Yield: 1.7percentP.c of Warren Buffett’s Portfolio: 0.47%

Capital One Monetary Corp. is likely one of the largest suppliers of MasterCard and Visa bank cards within the U.S. and offers numerous monetary services and products in the US, Canada, and the UK. It operates by three segments: Credit score Card, Shopper Banking, and Industrial Banking. The corporate had $348.0 billion in deposits and $478 billion in property underneath administration as of the tip of 2023, making it the tenth largest financial institution within the US.

On January twenty fifth, 2024, Capital One launched its fourth quarter and full 12 months 2023 outcomes for the interval ending December thirty first, 2023. For the quarter, the corporate’s web earnings for the fourth quarter of 2023 was $706 million, or $1.67 per diluted widespread share, in contrast with web earnings of $1.8 billion, or $4.45 per diluted widespread share, within the third quarter of 2023, and with web earnings of $1.2 billion, or $3.03 per diluted widespread share within the fourth quarter of 2022.

Click on right here to obtain our most up-to-date Positive Evaluation report on COF (preview of web page 1 of three proven under):

#16: Amazon Inc. (AMZN)

Dividend Yield: N/APercent of Warren Buffett’s Portfolio: 0.44%

Amazon is an enormous tech firm. It’s an internet retailer that operates an enormous e-commerce platform the place customers can purchase nearly something with their computer systems or smartphones. Amazon is a mega-cap inventory with a market cap above $1 trillion. It operates by the next segments:

North America
Worldwide
Amazon Net Companies

The North America and Worldwide segments embrace the worldwide retail platform of client merchandise by the corporate’s web sites. The Amazon Net Companies section sells subscriptions for cloud computing and storage providers to customers, start-ups, enterprises, authorities businesses, and tutorial establishments.

Amazon’s e-commerce operations fueled its huge income progress over the previous decade. Gross sales reached $514 billion in 2022, a tremendous stage of progress over the previous decade.

#17: Liberty SiriusXM Group (LSXMK)

Dividend Yield: N/APercent of Warren Buffett’s Portfolio: 0.43%

The Liberty SiriusXM Group is a media and leisure firm. It options music, sports activities, leisure, comedy, discuss, information, visitors, climate channels, podcast, and extra. It additionally provides related car providers.

#18: Constitution Communications (CHTR)

Dividend Yield: N/APercent of Warren Buffett’s Portfolio: 0.43%

Constitution Communications, Inc. operates as a broadband connectivity and cable operator firm serving residential and industrial prospects in the US. The corporate provides subscription-based web, video, and cell and voice providers; a set of broadband connectivity providers, together with fastened web, WiFi, and cell.

#19: Snowflake Inc. (SNOW)

Dividend Yield: N/APercent of Warren Buffett’s Portfolio: 0.35%

Berkshire Hathaway owns simply over 6.1 million shares of Snowflake Inc. for a present market worth of roughly $1.28 billion.

Snowflake Inc. is a expertise firm that gives a cloud-based information platform for purchasers all over the world. Its platform provides Knowledge Cloud, which permits prospects to consolidate information right into a single supply, construct data-driven functions, and share information.

#20: Aon plc (AON)

Dividend Yield: 0.8percentP.c of Warren Buffett’s Portfolio: 0.34%

Aon is an expert providers agency headquartered in London, United Kingdom. The corporate offers a wide range of providers together with consulting, threat administration, and well being plan administration. Aon has roughly 500 workplaces worldwide that serve 120 international locations by a workforce that numbers about 50,000. Aon ought to generate about $13.2 billion in income this 12 months.

Aon posted third quarter earnings on October twenty seventh, 2023, and outcomes have been higher than anticipated on each the highest and backside strains. Adjusted earnings-per-share got here to $2.32, which was 11 cents forward of expectations. Income was up virtually 10% year-over-year to $3 billion, and beat estimates by $110 million. This included 6% natural income progress, together with a 2% favorable affect from fiduciary funding earnings and an additional 2% favorable affect from foreign exchange translation.

Click on right here to obtain our most up-to-date Positive Evaluation report on Aon (preview of web page 1 of three proven under):

Ultimate Ideas

You’ll be able to see the next further articles concerning Warren Buffett:

Warren Buffett shares symbolize most of the strongest, most long-lived companies round. You’ll be able to see extra high-quality dividend shares within the following Positive Dividend databases:

Alternatively, one other excellent place to search for high-quality enterprise is contained in the portfolios of different extremely profitable buyers.

To that finish, Positive Dividend has created the next inventory databases:

You may also be trying to create a extremely personalized dividend earnings stream to pay for all times’s bills.

The next two lists present helpful data on excessive dividend shares and shares that pay month-to-month dividends:

You’ll be able to see Buffett’s prime dividend shares analyzed in video format as properly under.

Lastly, you possibly can see the articles under for evaluation on different main funding companies/asset managers: