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What to Watch in Warren Buffett–Owned Berkshire’s Q4 Filings



Berkshire’s results

Warren Buffett–owned Berkshire Hathaway (BRK.B) is expected to reveal its results for the fourth quarter of 2018 next week by February 14. According to regulatory guidelines, investment companies are required to file the 13F form with the SEC (Securities and Exchange Commission) within 45 days of the end of the previous quarter.

Before we look at the key factors to watch in Berkshire’s upcoming filings, let’s take a quick look at its top holdings at the end of the third quarter of 2018.

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Top holdings at the end of the third quarter

At the end of the third quarter, Apple (AAPL), Bank of America (BAC), Wells Fargo & Company (WFC), the Coca-Cola Company (KO), and the Kraft Heinz Company (KHC) were the top five Holdings of Buffett’s Berkshire Hathaway.

In the last three months, Apple—Berkshire’s single largest holding, has fallen 17.2% as of February 4. During the same period, Buffett’s other holdings Wells Fargo and Kraft Heinz have fallen nearly 6.9% and 4.8%, respectively. In contrast, Coca-Cola and Bank of America have risen 3.4% and 4.1%, respectively.

On the positive side of things, these companies have risen in 2019 so far. AAPL, BAC, WFC, KO, and KHC have risen 8.6%, 17.2%, 6.5%, 4.0%, and 10.9%, respectively year-to-date. In comparison, the S&P 500 Index (SPY) and the NASDAQ Composite Index (QQQ) have risen 8.7% and 10.7%, respectively.

In the next article, we’ll talk more about Buffett’s investment in Apple and what to expect from Berkshire’s upcoming 13F SEC filings.


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