Warren Buffett (Berkshire Hathaway)
The world's most-watched buy-and-hold portfolio - Buffett's Berkshire, anchored by decades-long stakes in Apple, American Express and Coca-Cola.
Holdings as of Q1 2026 (latest SEC 13F) - weights normalized across the top US-listed holdings.
Apple Inc. - Common Stock1981-01-31 → 2026-06-30click to change
%
American Express Company Common Stock1973-03-31 → 2026-06-30click to change
%
Coca-Cola Company (The) Common Stock1962-02-28 → 2026-06-30click to change
%
Bank of America Corporation Common Stock1986-06-30 → 2026-06-30click to change
%
Chevron Corporation Common Stock1970-02-28 → 2026-06-30click to change
%
Occidental Petroleum Corporation Common Stock1982-01-31 → 2026-06-30click to change
%
Total 100%
Data window Warren Buffett (Berkshire Hathaway): 1986-06-30 → 2026-06-30 · start: BAC
⚠ BAC: source dividend records are incomplete before 1991-01-01 - returns understate by roughly 3.7%/yr in that era.
⚠ CVX: source dividend records are incomplete before 1989-01-01 - returns understate by roughly 1.4%/yr in that era.
Portfolio growth
Warren Buffett (Berkshire Hathaway)
CAGR16.97%
Max Drawdown-57.70%Feb 2009
Volatility21.28%
Sharpe0.71
Final balance$5,353,156
Total return53431.56%
Drawdown
Annual returns
More statistics
| Warren Buffett (Berkshire Hathaway) | |
|---|---|
| Total Return | 53431.56% |
| Sortino | 0.98 |
| Best Year | 73.94% |
| Worst Year | -47.59% |
| Positive Months | 63.41% |
| Annualized Return (mean) | 18.06% |