Catenaa, Saturday, August 15, 2026- Google parent Alphabet is now the third largest holding in Berkshire Hathaway’s equity portfolio.
The company’s Q2 portfolio snapshot filed with the SEC after today’s closing bell reveals Berkshire owns almost 106 million of Alphabet’s Class A and Class C shares, currently worth around $36.6 billion.
That puts it about $1.5 billion ahead of Coca-Cola’s $35.1 billion but well behind Apple’s $69.7 billion and American Express′ $51.9 billion in the portfolio.
Roughly 60% of the 48.1 million shares added during the quarter were purchased by Berkshire directly from Alphabet in a $10 billion private placement sale announced by the companies in early June.
That suggests Berkshire bought around $7 billion of Alphabet shares on the open market.
Alphabet is, by far, the biggest addition of the quarter but Berkshire also made a significant addition to its bet on Delta Air Lines, increasing that position by 44%, or roughly $1.6 billion. Its 57.3 million shares are currently valued at $5.1 billion.
Delta first returned to Berkshire’s portfolio in the first quarter. It, and three other airline stocks, were sold by Warren Buffett at a loss in the first quarter of 2020 amid a massive reduction in air travel as the COVID-19 pandemic was gaining steam.
Over the years, Buffett’s investment in airlines haven’t worked out well, prompting him to suggest in his 2007 letter to shareholders that if a “farsighted capitalist had been present at Kitty Hawk, he would have done his successors a huge favor by shooting Orville down.”
In other additions, Berkshire’s Macy’s holdings jumped by 142%, but that works out to an increase of just around $100 million due to its relatively small size.
And in the same quarter Berkshire announced its $6.8 acquisition of Taylor Morrison Home, it added around $280 million to its stake in homebuilder Lennar.
Berkshire has been selling down its financial holdings in recent quarters and that trend continues.
It trimmed its Ally Financial stake by 7% and cut its Capital One holding by 58%. Bank of America was reduced by a modest 5.9%, but due to the large size of the holding, that reduced the value of the stake by around $1.7 billion, the biggest dollar cut of the quarter.
Berkshire has reduced its BofA stake by 53% after eight consecutive quarters of selling.
The entire portfolio as of June 30 appears below.
