Berkshire Hathaway exits positions in Visa and Mastercard

Berkshire Hathaway disclosed in an SEC filing its holdings as of March 31, 2026. Berkshire Hathaway’s two new buys during the first quarter included, by size of position, Delta Air Lines (DAL) and Macy’s (M). Berkshire Hathaway exited a number of positions during the quarter, including by size of previous position, Visa (V), Mastercard (MA), UnitedHealth (UNH), Domino’s Pizza (DPZ), and Aon (AON). Berkshire Hathaway increased its stake in four holdings, including by size of previous position, Google (GOOGL), New York Times (NYT), and Lennar (LEN). Berkshire Hathaway reduced its stake in a number of holdings, including by size of previous position, Bank of America (BAC), Chevron (CVX), Constellation Brands (STZ), and Nucor (NUE). Berkshire Hathaway’s top holdings as of March 31, in order of size, were Apple (AAPL), American Express (AXP), Coca-Cola (KO), Bank of America, and Chevron.