Warren Buffett stepped down as CEO of Berkshire Hathaway on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire. The “Oracle of Omaha” left his successor, Greg Abel, with a very concentrated portfolio: more than 65% of Berkshire’s $381 billion portfolio is invested in just 6 Stocks. Greg Abel, who has served as vice chairman overseeing non-insurance operations, officially took over as CEO on January 1, 2026. At 95 years old, Buffett isn’t fully retiring—he will remain chairman of the board and plans to continue coming to the Omaha headquarters as much as before. However, he has stated he will be “going quiet” and leaving all decision-making to Abel.
As of early 2026, Berkshire Hathaway has been a net seller of stocks for 12 consecutive quarters (3 years), spanning from roughly late 2022/early 2023 through the end of 2025. This sustained, record-level selling streak has driven Berkshire’s cash reserves to over $350 billion, up to $381 billion depending on the source, driven by Warren Buffett’s view that the broader stock market is overvalued. Since then, Berkshire has sold more equity securities than it has purchased for every reported quarter through at least the end of 2025. Plain and simple, there is no ambiguity behind the constant selling at Berkshire Hathaway. Warren Buffett and, likely, his CEO, Greg Abel, feel the stock market is overbought and overvalued and are clearly waiting for a massive correction and/or a bear market. The selling from a major geopolitical situation, such as a confrontation with Iran, could trigger.
One solid move now is to join the rotation/nation and move from overbought, expensive AI and technology stocks to four of Warren Buffett’s and Berkshire Hathaway’s favorite safe-haven stocks. Four companies that have been staples of the portfolio for years make sense now, and all are rated Buy at many of the firms we cover across Wall Street.
Why do we cover Berkshire Hathaway stocks?
There are few investors with the results and reputation that Mr. Buffett has garnered over the last 60 years. Though he has stepped away from the CEO chair, his impact and investment guidelines are likely to remain in place long after he is gone. While investing has evolved since Warren Buffett took control of Berkshire Hathaway in 1965, buying good companies with products and services recognized worldwide and paying dividends will always remain a timeless approach and never go out of style.
Chevron
Chevron Corporation is an American multinational energy company primarily focused on oil and gas. This integrated giant is a safer option for investors looking to position themselves in the energy sector and pays a substantial 3.71% dividend, which was raised by 4.1% in January. Chevron Corporation (NYSE: CVX | CVX Price Prediction) operates integrated energy and chemicals businesses worldwide through its subsidiaries. Berkshire Hathaway owns 130,156,362 shares, which equals 6.6% of the float and 7.4% of the portfolio.
The company operates in two segments:
- Upstream
- Downstream
The Upstream segment is involved in the following:
- Exploration, development, production, and transportation of crude oil and natural gas
- Processing, liquefaction, transportation, and regasification associated with liquefied natural gas
- Transportation of crude oil through pipelines, and transportation, storage
- Marketing of natural gas, as well as operating a gas-to-liquids plant
The Downstream segment engages in:
- Refining crude oil into petroleum products
- Marketing crude oil, refined products, and lubricants
- Manufacturing and marketing renewable fuels
- Transporting crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car
- Manufacturing and marketing of commodity petrochemicals, plastics for industrial uses, and fuel and lubricant additives
It also involves cash management, debt financing, insurance operations, real estate, and technology businesses.
Wells Fargo has an Overweight rating with a $204 target price.
The Coca-Cola Company
The Coca-Cola Company is an American multinational corporation founded in 1892. This company remains a top long-time holding of Warren Buffett. He owns a massive 400 million shares, which is 9.3% of the float and 9.9% of the portfolio. The stock increased by a huge 17.1% in 2025, still has solid upside potential, and pays a dependable 2.54% dividend. The Coca-Cola Company (NYSE: KO) is the world’s largest beverage company, offering consumers more than 500 sparkling and still brands.
Led by Coca-Cola, one of the world’s most valuable and recognizable brands, the Company’s portfolio features 20 billion-dollar brands, including:
- Diet Coke
- Coca-Cola Light
- Coca-Cola Zero Sugar
- Caffeine-free Diet Coke
- Cherry Coke
- Fanta Orange
- Fanta Zero Orange
- Fanta Zero Sugar
- Fanta Apple
- Sprite
- Sprite Zero Sugar
- Simply Orange
- Simply Apple
- Simply Grapefruit
- Fresca
- Schweppes
- Dasani
- Fuze Tea
- Glacéau Smartwater
- Glacéau Vitaminwater
- Gold Peak
- Ice Dew
- Powerade
- Topo Chico
- Minute Maid
Globally, they are the No. 1 provider of sparkling beverages, ready-to-drink coffees, juices, and juice drinks.
Through the world’s most extensive beverage distribution system, consumers in more than 200 countries enjoy the company’s beverages at a rate of over 1.9 billion servings per day. It’s also important to remember that the company owns 16% of Monster Beverage (NASDAQ: MNST), which continues to deliver strong financial results.
Morgan Stanley has an Overweight rating and set a target price of $87.
Domino’s Pizza
Domino’s Pizza is an American multinational pizza restaurant chain founded in 1960. This is a stock that Warren Buffett first bought in 2024. The pizza giant pays a 1.72% dividend. Domino’s Pizza Inc. (NASDAQ: DPZ) operates a significant business in both delivery and carryout pizza. Berkshire Hathaway owns 9.9% of the float, and the stock makes up 0.4% of the portfolio.
The Company operates through three segments:
- U.S. stores
- International Franchise
- Supply chain
The U.S. stores segment primarily comprises franchised stores in the United States. The segment also operates a network of United States Company-owned stores.
The international franchise segment primarily includes operations related to the Company’s franchising business in foreign markets.
The supply chain segment primarily includes distributing food, equipment, and supplies to stores from the Company’s supply chain center operations in the United States and Canada. Its Pinpoint Delivery technology enables customers to receive deliveries nearly anywhere, including parks, baseball fields, and beaches.
Domino’s Pizza is a public restaurant brand with a global network of over 20,500 stores across 90 markets.
Evercore ISI has an Overweight rating with a huge $510 target price.
Kroger
Kroger is an American retail company that operates supermarkets and multi-department stores throughout the United States. This grocery chain giant is a consistently solid and conservative investment with a dependable 1.98% dividend. The Kroger Company (NYSE: KR) is a U.S. retailer. It operates combination food and drug stores, multi-department stores, marketplace stores, and price-impact warehouses. Berkshire Hathaway owns 7.9% of the float, and Kroger marks up 1% of the portfolio.
Its combination of food and drug stores offers:
- Natural food and organic sections
- Pharmacies
- General Merchandise
- Pet centers
- Fresh seafood and organic produce
Multi-department stores offer:
- Apparel
- Home fashion and furnishings
- Outdoor living
- Electronics
- Automotive products
- Toys
The company’s marketplace stores offer:
- Full-service grocery, pharmacy, health, and beauty care
- Perishable goods, as well as general merchandise, including apparel, home goods, and toys
- Price-impact warehouse stores sell groceries, health and beauty care products, meat, dairy, baked goods, and fresh produce.
The company also manufactures and processes food products in its supermarkets and online; it sells fuel through 1,613 fuel centers.
Telsey Advisory Group has an Outperform rating with an $80 target price.
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