New CEO Greg Abel Did Not List 2 of Berkshire Hathaway's Largest Equity Positions as "Core Holdings." Are They on the Chopping Block?

2026-03-07 02:25:00 ET

New Berkshire Hathaway CEO Greg Abel launched his tenure as the company's new chief with an 18-page letter to shareholders that shed light on many details regarding how Abel plans to run the sprawling company, how Berkshire is currently performing, how it is positioned for the future, and other, perhaps more surprising comments about plans for Berkshire's massive $318 billion equities portfolio.

For instance, Abel cited four key positions in Berkshire's portfolio -- Apple , American Express , Coca-Cola , and Moody's -- that he expects "will compound over decades" and will experience "limited activity," barring any fundamental changes in their long-term prospects. What's equally interesting is that Abel did not include two of Berkshire's current top-five positions in the group. Are these two stocks now on the chopping block?

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