Greg Abel Has Over 50% of Berkshire Hathaway's Stock Portfolio Invested in 3 Forever Stocks

Berkshire Hathaway under new CEO Greg Abel remains heavily concentrated in three “forever” stocks—Apple, American Express and Coca‑Cola—which together account for more than 50% of the conglomerate’s equity portfolio. The article argues this concentration reflects continuity with Warren Buffett’s cash‑flow and brand‑driven investment philosophy and signals Abel’s preference for inflation‑resilient, high‑quality businesses. Apple remains the largest holding despite trims and a March 2026 comment from Buffett that he “sold it too soon.” Coca‑Cola is the longest‑held position and a long-running dividend grower (64 years). The piece implies these large, stable stakes should reassure shareholders and that Berkshire is likely to keep limited activity in these core holdings absent material changes, which can dampen short‑term turnover but reinforce long‑term stability in Berkshire’s stock exposures.