Berkshire (BRK.A) Focuses on Core Holdings Amid Annual Meeting Insights

Published on 5/2/2026 · Source: cnbc.com

#BRK.A #AAPL #GOOGL #Investments #Cybersecurity

Berkshire (BRK.A) Focuses on Core Holdings Amid Annual Meeting Insights

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During the Berkshire Hathaway (BRK.A) annual shareholders meeting on May 2, 2026, Greg Abel discussed a concentrated investment strategy focused on four core holdings: Apple (AAPL), American Express, Moody's, and Coca-Cola. Berkshire's portfolio also includes significant stakes in Japanese trading houses and has added approximately $4 billion in Alphabet (GOOGL) stock in Q3 2025. Abel emphasized a commitment to key investment principles, including financial independence and flexibility in capital allocation. He also addressed cybersecurity risks, particularly related to AI-generated threats, which the company is actively managing.

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