Warren Buffett’s Stock Moves: Wells Fargo & Co (WFC) Remains Top Holding; DISH Network Corp (DISH) & GlaxoSmithKline plc (ADR) (GSK) Eliminated

Warren Buffett’s Berkshire Hathaway, in its latest 13F, revealed its equity portfolio held at the end of the fourth quarter of 2013. The fund disclosed an equity portfolio worth $104.84 billion, representing an increase from $92.04 billion held at the end of September 2013.

Berkshire Hathaway

From the Berkshire Hathaway’s latest 13F, we have selected top five companies in which the fund holds the largest long positions in terms of value.

The first one is Wells Fargo & Co (NYSE:WFC), in which Berkshire Hathaway disclosed a $19.77 billion stake, which contains 456.76 million shares of the bank. The number of shares represents a slight decrease from 463.13 million shares the fund held at the end of the third quarter.

The second-largest holding in Berkshire Hathaway’s equity portfolio is represented by The Coca-Cola Company (NYSE:KO), in which the fund owns 400 million shares. The quantity of shares remained unchanged, but the value of holding increased to $16.52 billion from $15.15 billion reported at the end of September 2013.

Third on the list is American Express Company (NYSE:AXP), in which the fund disclosed owning 151.61 million shares, with a reported value of $13.76 billion. There was no change in the number of shares. However, the value of the holding was down from $15.15 billion disclosed at the end of the third quarter.

The fourth position is held by International Business Machines Corp. (NYSE:IBM), in which Berkshire Hathaway revealed owning 68.12 million shares, worth $12.78 billion.

The Procter & Gamble Company (NYSE:PG), comes in fifth, Berkshire Hathaway holding 52.29 million shares, with a reported value of $4.30 billion. The value of holding represents an increase from $3.99 billion reported at the end of the third quarter.

Among others moves, Berkshire Hathaway reduced its stake in ConocoPhillips (NYSE:COP) to 11.08 million shares from 13.53 million shares disclosed at the end of the third quarter. The fund also decreased its position in Suncor Energy Inc. (USA) (NYSE:SU) to 13.0 million shares, from 18.0 million shares previously reported.

Also, Berkshire Hathaway sold 547,312 shares of DISH Network Corp (NASDAQ:DISH), and 345,819 shares of GlaxoSmithKline plc (ADR)(NYSE:GSK), which were included in its previous 13F.

Moreover, the fund increased its position in DaVita HealthCare Partners Inc (NYSE:DVA) to 36.46 million shares, from 31.45 million shares reported at the end of September 2013.

Berkshire Hathaway and Graham Holdings Co (NYSE:GHC) are in talks to acquire an unformed subsidiary of Graham. This potential subsidiary would own some assets and a business of Graham and might include shares of Berkshire common stock owned by Graham Holdings Co (NYSE:GHC) in exchange for all the class B common stock held by Berkshire.

Disclosure: none

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