Investing

Key Changes in Warren Buffett and Berkshire Hathaway Stock Holdings

Mondelez International Inc. (NASDAQ: MDLZ) is the same position again at 578,000 shares, but this remains far lower than in the past.

Moody’s Corp. (NYSE: MCO) was the same position of 24.669 million shares yet again, but this is lower than in the past.

National Oilwell Varco Inc. (NYSE: NOV) was ELIMINATED entirely after having been trimmed in the March quarter down to 1.978 million shares. This was 5.258 million shares at the end of 2014 and was 7.302 million shares last June.

NOW Inc. (NYSE: DNOW) was the same stake of 1.825 million shares.

Phillips 66 (NYSE: PSX) was ELIMINATED entirely. This is a surprise move since it was 7.499 million shares in March versus 6.567 million shares at the end of 2014. This stake has fluctuated but used to be above 27 million shares.

Precision Castparts Corp. (NYSE: PCP) is now immaterial as Berkshire Hathaway has made a formal acquisition. That is after Berkshire increased its stake of 4.2 million shares in March from 2.853 million shares at the end of 2014 and versus 2.08 million shares previously.

Procter & Gamble Co. (NYSE: PG) has remained officially the same at 52.8 million shares in the formal 13F report, but this is part of the Duracell swap and had also previously been lowered in 2012 after a peak of 96.3 million shares. Where this stands now is technical.

Restaurant Brands International Inc. (NYSE: QSR) was the same stake at 8.438 million shares, after having been a new stake in late 2014.

Sanofi (NYSE: SNY) was the same position at 3.905 million shares.

Suncor Energy Inc. (NYSE: SU) was same stake at 22.35 million shares, but this had been increased in late 2014 and it had grown each quarter from the 13 million shares in March of 2014.

Twenty-First Century Fox Inc. (NASDAQ: FOXA) was the same stake at 6.228 million shares, but that was a larger stake than the 4.747 million shares at the end of 2014.

Torchmark Corp. (NYSE: TMK) the same stake at 6.35 million shares.

U.S. Bancorp (NYSE: USB) was a LARGER STAKE at 85.06 million shares, versus the 83.77 million shares at the end of March. That has grown from 80.09 million shares at the end of 2014.

USG Corp. (NYSE: USG) was the same stake at just over 39 million shares, but this had been raised in prior to the end of 2014.

United Parcel Service Inc. (NYSE: UPS) was the same tiny position at 59,400 shares, but this is way down from 2012.

VeriSign Inc. (NASDAQ: VRSN) was the same stake at 12.985 million shares, but this one had previously grown in 2014.

Verisk Analytics Inc. (NASDAQ: VRSK) was the same position at 1,563,434 shares, but that is lower than in prior quarters.

Verizon Communications Inc. (NYSE: VZ) was the same stake at 15 million shares, but that had been raised two quarters ago.

Viacom Inc. (NASDAQ: VIA) was a SMALLER STAKE at 5.65 million shares. That was 8.265 million shares in March and 8.634 million shares at the end of 2014. The Viacom stake had previously been rising in 2014 and in 2013.

Visa Inc. (NYSE: V) was the same stake of 9.885 million shares. This stake had been rising throughout 2014.

WABCO Holdings Inc. (NYSE: WBC) is SLIGHTLY LOWER again at 3.78 million shares, down from 3.863 million shares and down from 4.076 million shares before then.

Wal-Mart Stores Inc. (NYSE: WMT) was the same stake as before at 60.385 million shares, but this had been raised prior to this year.