Warren Buffett’s Portfolio: 5 Longest Held Stocks

In this piece, we will take a look at Warren Buffett’s portfolio and the five longest held stocks. If you want to learn more about the famed Oracle of Omaha’s trading history and other details, check out Warren Buffett’s Portfolio: 15 Longest Held Stocks.

5. Mastercard Incorporated (NYSE:MA)

Warren Buffett’s First Major Purchase: 2011

Berkshire Hathaway’s Latest Investment Stake: $1.7 billion

Mastercard Incorporated (NYSE:MA) is another financial services firm with a business model similar to that of Visa. Along with Visa, it reached a historic settlement in March 2024 after a two decade battle with merchants led to a settlement that saw some transaction fees cut down.

As of December 2023 end, 141 out of the 933 hedge funds part of Insider Monkey’s database were the firm’s shareholders. Mastercard Incorporated (NYSE:MA)’s largest hedge fund investor is Charles Akre’s Akre Capital Management due to its $2.1 billion stake.

4. DaVita Inc. (NYSE:DVA)

Warren Buffett’s First Major Purchase: 2011

Berkshire Hathaway’s Latest Investment Stake: $3.7 billion

DaVita Inc. (NYSE:DVA) is an American healthcare firm that primarily deals with meeting the needs of kidney patients who require dialysis due to kidney failure. It’s been relatively quiet on the news front for the firm as of late, with the only relevant bit covering its expansion into Chile and Ecuador and growth in Brazil and Colombia.

Insider Monkey dug through 933 hedge fund portfolios for their fourth quarter of 2023 shareholdings and found 39 DaVita Inc. (NYSE:DVA) investors. Warren Buffett’s Berkshire Hathaway was the biggest shareholder through its $3.7 billion investment.

3. Moody’s Corporation (NYSE:MCO)

Warren Buffett’s First Major Purchase: 2000

Berkshire Hathaway’s Latest Investment Stake: $9.6 billion

Moody’s Corporation (NYSE:MCO) is a financial services firm and ratings agency headquartered in New York City. The shares are rated Buy on average, and the average analyst share price target is $405.61.

For their Q4 2023 shareholdings, 56 out of the 933 hedge funds tracked by Insider Monkey had bought the firm’s shares. Moody’s Corporation (NYSE:MCO)’s largest hedge fund investor is Warren Buffett’s Berkshire Hathaway as it owns $9.6 worth of shares.

2. American Express Company (NYSE:AXP)

Warren Buffett’s First Major Purchase: 1991

Berkshire Hathaway’s Latest Investment Stake: $28.4 billion

American Express Company (NYSE:AXP) is the iconic American financial services firm that offers travel services, payment cards, and other products. The firm teamed up with the well known hospitality firm Hilton in March 2024 to provide a new business card and rewards package for corporate travelers.

As of December 2023 end, 64 out of the 933 hedge funds covered by Insider Monkey’s research had invested in American Express Company (NYSE:AXP). Warren Buffett’s Berkshire Hathaway was the biggest shareholder through its $28.4 billion stake.

1. The Coca-Cola Company (NYSE:KO)

Warren Buffett’s First Major Purchase: 1998

Berkshire Hathaway’s Latest Investment Stake: $23.5 billion

The Coca-Cola Company (NYSE:KO) is the iconic American beverages company, whose shares Buffett has vowed to never sell. The Oracle seems to be standing by his word, as despite having sold numerous long held stocks in Q4 2023, he continued to hold on to The Coca-Cola Company (NYSE:KO)’s shares.

Along with Buffett, 62 hedge funds out of the 933 that were part of Insider Monkey’s database had bought the firm’s shares in Q4 2023. Berkshire Hathaway remained the biggest investor as it held $23.5 billion worth of shares.

Disclosure: None. You can also take a look at the 11 Best Ethanol Stocks To Invest In Now and 11 Oversold Energy Stocks You Can Buy Right Now.

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