Warren Buffett served because the CEO of the Berkshire Hathaway(NYSE: BRKA)(NYSE: BRKB) holding firm from 1965 to 2025. He constructed it right into a $1 trillion conglomerate with quite a few subsidiaries and a $330 billion portfolio of publicly traded shares and securities.
Berkshire inventory produced a compound annual return of 19.7% throughout Buffett’s 60-year tenure, which means a $500 funding in 1965 would have grown to $24.2 million by the tip of 2025. The conglomerate’s new CEO, Greg Abel, is a longtime pupil of Buffett’s easy technique, which entails investing in firms with regular development, dependable earnings, and shareholder-friendly initiatives like dividends and inventory buyback applications.
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You’ll by no means discover Buffett or Abel chasing the most recent inventory market traits, not even one as highly effective as synthetic intelligence (AI). Nevertheless, at the least three of Berkshire’s present holdings are utilizing AI to boost their present companies, and so they symbolize greater than one-third of the worth of its total portfolio.
Picture supply: The Motley Idiot.
1. Alphabet: 6.8% of Berkshire Hathaway’s portfolio
Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) is residence to Google, YouTube, Waymo, and a variety of different subsidiaries. Wall Road was initially involved that AI chatbots would drive visitors away from conventional web search engines like google and yahoo like Google Search, and for the reason that platform accounts for half of Alphabet’s complete income, that might have been very dangerous information.
However Alphabet is proving it might use AI to its benefit. It launched new options like AI Overviews and AI Mode to create a hybrid consumer expertise in Google Search. Overviews mix textual content, photos, and hyperlinks to third-party sources to offer holistic solutions to go looking queries, whereas AI Mode transfers customers to an AI chatbot-style interface the place they will dive deeper with follow-up questions.
Alphabet says these options are driving development in total search exercise. Consequently, Google Search generated a file $60.4 billion in income throughout the first quarter of 2026, which was a 19% enhance from the year-ago interval. It was the fourth straight quarter wherein that development price accelerated, signaling important momentum.
Berkshire first purchased Alphabet inventory throughout the third quarter of 2025, however it practically tripled its place within the first quarter of this yr below Abel’s management. Alphabet is now Berkshire’s fifth-largest holding, with a portfolio weighting of 6.8%.
2. Coca-Cola: 9.9% of Berkshire Hathaway’s portfolio
Constructing the world’s largest beverage firm requires extra than simply tasty drinks. Coca-Cola(NYSE: KO) leans closely on know-how to make its manufacturing and logistics processes extra environment friendly, but in addition to craft a greater buyer expertise throughout its 200 manufacturers. AI has grow to be a significant piece of the corporate’s know-how stack.
Coca-Cola processed mountains of buyer information via an AI engine to design promotional merchandise like Y3000 and Zero Sugar Y3000, which preview what the corporate’s flagship sodas would possibly style like within the subsequent millennium. This would possibly sound like an summary use-case for AI, however it’s an indication the know-how could possibly be used to formulate every kind of various drinks sooner or later.
In 2024, Coca-Cola made a dedication to spend $1.1 billion on the Microsoft Azure cloud platform over 5 years. Through the early levels of the partnership, Coca-Cola used a product known as Azure OpenAI Service to craft advertising and marketing campaigns and enhance provide chains, and it experimented with Microsoft’s Copilot digital assistant to enhance office productiveness.
Coca-Cola is one in every of Berkshire’s oldest holdings. Buffett acquired 400 million shares for $1.3 billion between 1988 and 1994, and he by no means offered a single one. That place is now value $32.7 billion, and it paid Berkshire $816 million in dividends final yr alone.
3. Apple: 20.7% of Berkshire Hathaway’s portfolio
Apple(NASDAQ: AAPL) is Berkshire’s largest place with a hefty portfolio weighting of 20.7% — and that is after Buffett offered round three-quarters of the conglomerate’s stake throughout 2024 and 2025.
Apple’s newest iPhone, iPad, and Mac computer systems are fitted with specialised chips the corporate designed to run its Apple Intelligence suite of AI options and functions. Apple Intelligence contains writing instruments to assist customers draft and summarize textual content messages and emails, along with an upgraded model of the Siri voice assistant that may be built-in with OpenAI’s ChatGPT.
There are greater than 2.5 billion energetic Apple units worldwide, so the corporate might quickly grow to be the AI trade’s largest gateway to customers. This could create quite a lot of alternatives, a lot of which have not even been found but.
But when Apple has a lot potential, why did Berkshire promote three-quarters of its stake? Buffett and his crew invested about $38 billion within the iPhone maker between 2016 and 2023, and by early 2024, that place was value over $170 billion. It represented round half the worth of the conglomerate’s total portfolio, so Buffett began promoting with a purpose to cut back threat and money in some positive aspects.
In an interview with CNBC earlier this yr, Buffett mentioned he is completely happy Apple stays Berkshire’s largest holding, and he mentioned the conglomerate might purchase extra of it someday if the worth is true.
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Anthony Di Pizio has no place in any of the shares talked about. The Motley Idiot has positions in and recommends Alphabet, Apple, Berkshire Hathaway, and Microsoft. The Motley Idiot has a disclosure coverage.
37.4% of Berkshire Hathaway’s $330 Billion Portfolio Is Parked in 3 Synthetic Intelligence (AI) Shares was initially printed by The Motley Idiot
