Berkshire Hathaway's $357 Billion Portfolio Heavily Invested in Artificial Intelligence Stocks

Warren Buffett's legacy continues to shape Berkshire Hathaway's investment strategy. When he retired from the CEO role at the end of 2025, the conglomerate had grown into a $1 trillion entity with numerous subsidiaries and a $350 billion stock portfolio. One of his key strategies was targeting companies with strong growth, reliable profits, and experienced management teams.

The new CEO, Greg Abel, has continued this approach, with three of Berkshire's largest holdings using artificial intelligence (AI) to supercharge their core businesses. These three companies represent 41.7% of the value of the conglomerate's entire stock portfolio.

The first is Coca-Cola, a beverage giant that may not be an AI company but relies heavily on technology to operate its business. Management has already deployed AI in marketing campaigns, supply chains, and manufacturing processes. Berkshire acquired 400 million shares in the beverage maker between 1988 and 1994 for $1.3 billion, which is now worth $35.1 billion.

The second holding is Alphabet, parent company of Google, YouTube, Waymo, and more. Alphabet has introduced AI features such as AI Overviews and AI Mode to ward off the threat from chatbots like ChatGPT. These features have increased Google Search use overall, helping the platform generate a record amount of advertising revenue in the second quarter of 2026.

The third holding is Apple, with over 2.5 billion active devices worldwide. Apple has fitted its devices with increasingly powerful chips that enable them to run the Apple Intelligence suite of AI features and applications. This enormous installed base places it in prime position to dominate the consumer segment, leading to new revenue opportunities.