Major Changes Seen in Warren Buffett and Berkshire Hathaway Stocks: Apple, Wal-Mart, Phillips 66, Deere and More

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Axalta Coating Systems Ltd. (NYSE: AXTA) was the same stake of 23.324 million shares, after having been listed as a new position of 20 million shares.

Bank of New York Mellon Corp. (NYSE: BK) was a larger stake at 20.827 million shares, up from a prior 20.112 million. That was versus 24.6 million shares in the past.

Charter Communications Inc. (NASDAQ: CHTR) was a slightly lower stake at 9.337 million shares. This was 10.326 million shares in March but was up then from 10.281 million at the end of 2015.

Costco Wholesale Corp. (NASDAQ: COST) was the same stake at 4,333,363 shares.

DaVita Inc. (NYSE: DVA) was the same 38.565 million shares, but this had been raised in prior quarters before Buffett entered into a standstill agreement not to buy more than 25% of the company.

Deere & Co. (NYSE: DE) was a smaller stake at 21.959 million shares. That is down from 23.28 million shares, but that had been 22.884 million shares at the end of 2015 after some 5.83 million shares had been added at the end of last year.

General Electric Corp. (NYSE: GE) was the same stake of 10.585 million shares. This stake was raised in 2014 and had been telegraphed before because of the warrants.

General Motors Co. (NYSE: GM) was the same stake of exactly 50 million shares, but this had been raised from 41 million shares last year.

Goldman Sachs Group Inc. (NYSE: GS) was the same stake of 10.959 million shares, but this had been as high as 12.631 million shares prior to the end of 2015.

Graham Holdings Co. (NYSE: GHC) remains the same tiny stake of 107,575 shares in what is just the remains of Washington Post breakup.

Johnson & Johnson (NYSE: JNJ) was the same tiny stake of only 327,100 shares, but Buffett watchers know this is a leftover bit from a much larger stake in years past.

Kinder Morgan Inc. (NYSE: KMI) was listed as 26.533 million shares as of June 30. This was the same stake as in March and was selected by one of Buffett’s portfolio managers rather than on his own.

Lee Enterprises Inc. (NYSE: LEE) was the same tiny stake of only 88,863 shares.

Liberty Media Corp. (NASDAQ: LMCA) and Liberty Global PLC (NASDAQ: LBTYA) are both again listed as Buffett and Berkshire Holdings. These are counted as Class A and Class C shares, so we will leave these stakes simplified just like that.

M&T Bank Corp. (NYSE: MTB) was the same position at 5.382 million shares — same as always.

MasterCard Inc. (NYSE: MA) was the same 4.934 million shares as in March, but this was 5,229,756 shares at the end of 2015.

Media General Inc. (NYSE: MEG) was the same-sized stake at 3.471 million shares.

Mondelez International Inc. (NASDAQ: MDLZ) is the same position again at 578,000 shares, remaining handily lower than in the past and dating back to the Kraft breakup.