41.7% of Berkshire Hathaway’s $357 Billion Portfolio Is Parked in 3 Artificial Intelligence (AI) Stocks

Key Points

• Warren Buffett’s simple investment strategy drove Berkshire Hathaway to market-beating returns between 1965 and 2025.

• Buffett rarely invested in tech, but at least three companies in Berkshire’s portfolio use artificial intelligence to supercharge their businesses.

• Berkshire’s new CEO, Greg Abel, has significantly increased his stake in one of those three companies this year.

• 10 stocks we like better than Berkshire Hathaway ›

Warren Buffett purchased a controlling stake in a struggling textiles manufacturer called Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB) in 1965 and converted it into a holding company for his growing investment portfolio. By the time he retired from the CEO role at the end of 2025, he had turned Berkshire into a $1 trillion conglomerate with numerous subsidiaries, a $350 billion stock portfolio, and over $350 billion in cash.

An investor who parked $1,000 in Berkshire stock in 1965 would have been sitting on a whopping $48 million at the end of Buffett’s 60-year tenure, thanks to its blistering compound annual return of 19.7%. The same investment in the S&P 500 index would have grown to just $399,702 over the same period.

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Buffett achieved those returns by targeting companies with strong growth, reliable profits, and experienced management teams. He never chased momentum, so you wouldn’t find him piling into the hottest artificial intelligence (AI) stocks. However, three of Berkshire’s largest holdings are using AI to supercharge their core businesses, and they represent 41.7% of the value of the conglomerate’s entire stock portfolio.

Berkshire’s new CEO, Greg Abel, has significantly increased one of those positions this year. Here they are:

Warren Buffett. Image source: Getty Images.

1. Coca-Cola: 9.8% of Berkshire’s portfolio

I know what you’re thinking: Coca-Cola (NYSE: KO) is a beverage giant, not an AI company! But you don’t build a portfolio of more than 200 brands and sell them across 200 countries without the help of technology.

Management is already deploying AI to run marketing campaigns, improve its supply chains, and make its manufacturing process more efficient. In 2024, the company signed a deal to spend $1.1 billion on Microsoft‘s Azure cloud platform over five years, which will involve tapping into powerful tools like the Copilot virtual assistant and Fabric data analytics dashboard to accelerate its AI transformation.

The more efficient the company becomes, the better its financial performance will be over the long term, which is great news for shareholders. Buffett acquired 400 million shares in the beverage maker on Berkshire’s behalf between 1988 and 1994, for a total cost of $1.3 billion. That position is worth $35.1 billion today, and it will pay Berkshire $848 million in dividends this year alone.

2. Alphabet: 10.2% of Berkshire’s portfolio

Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) is the parent company of Google, YouTube, Waymo, and more. There were early concerns that AI applications like ChatGPT would disrupt the business model of Google Search because they offer a faster way to find information on the internet compared to traditional search engines.

But Alphabet has introduced new features to ward off the threat from chatbots. AI Overviews, for example, are AI-generated responses that appear at the top of traditional search results, saving users from sifting through web pages for answers.

Then there is AI Mode, which opens a chatbot-style interface so users can expand on their original query. Alphabet says these features have increased Google Search use overall, helping the platform generate a record amount of advertising revenue in the second quarter of 2026.

Google Cloud is also benefiting from the AI boom. It has become a top destination for businesses seeking the computing capacity, foundation models, and other tools they need to develop and deploy AI software. Its revenue exploded higher by 82% year over year during the second quarter, but even faster growth might be on the horizon, because it has a $514 billion order backlog from customers that are waiting for more data centers to come on line.

Berkshire bought Alphabet stock for the first time during the third quarter of 2025, while Buffett was still CEO. However, Abel has increased the position sixfold during 2026. Berkshire now owns 78.8 million Class A shares and 27.2 million Class C shares, which have a total value of $36.3 billion.

3. Apple: 21.7% of Berkshire’s portfolio

More than 2.5 billion Apple (NASDAQ: AAPL) devices are currently active worldwide. They primarily include iPhones, iPads, and Mac computers. Over the last few years, Apple has fitted its devices with increasingly powerful chips that it designed in house, enabling them to run the Apple Intelligence suite of AI features and applications.

Apple Intelligence can summarize text messages and emails, and draft replies at the touch of a button. It can even prioritize notifications based on what each individual user deems important, and it includes an upgraded version of the Siri voice assistant, which is now more capable than ever before.

While many tech giants are focused on winning the enterprise AI race, Apple’s enormous installed base of devices places it in prime position to dominate the consumer segment. This will lead to new revenue opportunities over the long term, many of which haven’t even been discovered yet.

Apple is one of the most successful investments Buffett ever made. He purchased about $38 billion worth of shares between 2016 and 2023, which were valued at over $170 billion in early 2024. That figure represented around half the value of Berkshire’s entire portfolio, so Buffett and his team proceeded to sell three-quarters of the stake to lock in some gains and minimize risk. Nevertheless, Apple remains Berkshire’s largest holding, so it appears Abel is bullish on the company’s consumer AI strategy.

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Anthony Di Pizio has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Apple, Berkshire Hathaway, and Microsoft. The Motley Fool has a disclosure policy.