Berkshire Hathaway expands Alphabet stake to over $37B and trims Capital One and Kroger

Berkshire Hathaway significantly expanded its position in Alphabet Inc. during the quarter ending June 30, 2026. The fund increased its Class A holdings (GOOGL) by 45% to $28.16 billion (up from $15.60 billion) and expanded its Class C shares (GOOG) by 658% to $9.61 billion (up from $1.03 billion), adding over $21 billion in total market value across the two share classes. Berkshire also boosted its position in Delta Air Lines Inc (DAL) by 44% to $5.37 billion.

On the divestment side, Berkshire cut multiple financial and retail stakes. The holding in Capital One Financial Corp (COF) was reduced by 58% to $601.86 million, and Kroger Co (KR) was trimmed by 22% to $2.17 billion. Additionally, Nucor Corp (NUE) was reduced by 52% to $413.81 million, while Bank of America Corp (BAC) and Ally Financial Inc (ALLY) were pared by 6% and 7%, respectively. Berkshire also completely exited its position in Constellation Brands Inc (CB1A), which was previously valued at $94.93 million.

Other notable adjustments included expanding exposure to homebuilders, with Lennar Corp Class A (LEN) increasing 30% to $1.19 billion alongside a $581,000 new position in D.R. Horton Inc (DHI). Macy's Inc (M) was also increased by 142% to $173.03 million.

Position changes