Dan Caplinger has been a contract writer for the Motley Fool since 2006. JNJ settled one of those lawsuits in March 2019, paying $29 million and admitting no wrongdoing. “I don’t think he’s stepping out of his comfort zone.
The restaurant space has been difficult for investors in recent quarters; QSR stock is down about 20% year to date.Berkshire upped its stake in RH, the home furnishings retailer formerly known as Restoration Hardware. U.S. Bancorp’s recent share repurchases have pushed Berkshire Hathaway’s stake to more than 10%.Buffett feels no need to pick a winner if he likes an entire industry. Berkshire Hathaway's Apple stake — which is now 40% of its equity portfolio — is up a whopping $40 billion since the bottom in March. Although exposure to Suncor is relatively limited as far as the Berkshire portfolio is concerned, SU’s swift fall still hasn’t been pretty.Synchrony Financial is a U.S. online bank based in Stamford, Connecticut, that has $105 billion in total assets. The Berkshire Hathaway Portfolio. Buffett has generally stuck with Wells Fargo through its dark times, although his patience may be starting to wear thin; in the fourth quarter, Buffett trimmed his stakes in WFC by 14%. Berkshire Hathaway Portfolio Tracker; ... Holdings are as of June 30, 2020 as reported in Berkshire Hathaway's 13F filing on August 14, 2020 and other filings, except for: One of his two investing deputies, Ted Weschler and Todd Coombs, may have made the call.Berkshire's stock portfolio was also worth more than $200 billion at the end of June, meaning its Barrick position is tiny relative to many of its other holdings.However, the investment still represents a significant shift in Berkshire's stance on gold and a puzzling departure from Buffett's stated views on the metal.Buffett has advised investors against buying gold in times of fear and uncertainty, arguing stocks will almost certainly perform better in the long run.Berkshire's bet on a gold miner during a pandemic suggests he may have changed his mind.Registration on or use of this site constitutes acceptance of our That said, it’s likely Berkshire holds through the pain: In previous annual letters to Berkshire shareholders, Buffett has remarked American Express is one of Berkshire’s core holdings for the long haul. The Complete Berkshire Hathaway Portfolio originally appeared on usnews.com Update 05/12/20: This story was published at an earlier date and has … ... Berkshire Hathaway Last update 2020-08-14 44 Stocks (1 new) Value $202.41 Bil Turnover 1 % Top Holdings: AAPL(44.18%) BAC(10.85%) KO(8.83%) AXP(7.13%) KHC(5.13%) Guru Portfolio Report Download Book Value as of Q2 2020 … All rights reserved. After losing more than 30% of its share value year to date through early May, Buffett still expresses support for Kraft Heinz, even though the stock’s putrid performance has helped push BRK stock below the S&P 500 this year. This See you at the top! Despite gaining about 140% over the past five years, American Express is a global credit card, payments and travel company headquartered in New York City. Headquartered in San Francisco, Wells Fargo has more than $1.9 trillion in assets and services one in three U.S. households. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services.Warren Buffett is the best investor ever in many people's eyes, and the CEO of Some investors would say that a true stock pick has to be a new idea. Warren Buffett's 3 Biggest Stock Picks for 2020 Following Berkshire Hathaway's portfolio has been a great way to get good investing ideas. Buffett likely wishes he owned more of AMZN, one of the portfolio’s standout performers during the pandemic.Best known for its popular MacBooks and iPhones, Apple is one of the largest publicly traded stocks on Wall Street with a market cap of $1.4 trillion after the successful rollout of its iPhone 11. Buffett says the company’s core operations are still strong. Those prospects seem to have changed in recent months due to RH’s status as a cyclical company and the troubled state of U.S. consumers.