Berkshire Hathaway's three largest AI-enhanced holdings represent 37.4% of its $330 billion portfolio

Alphabet (6.8% of portfolio), Coca-Cola (9.9%), and Apple (20.7%) are among Berkshire's current holdings using AI to enhance their businesses. Under new CEO Greg Abel, Berkshire nearly tripled its Alphabet position in the first quarter of 2026.

Alphabet launched AI Overviews and AI Mode in Google Search, combining text, images, and links for holistic answers, and offering a chatbot-style interface for follow-up questions. Google Search generated a record $60.4 billion in revenue during the first quarter of 2026, a 19% increase from the year-ago period and the fourth straight quarter of accelerating growth.

Coca-Cola committed to spend $1.1 billion on the Microsoft Azure cloud platform over five years, using Azure OpenAI Service for marketing campaigns and supply chain improvements, and experimenting with Microsoft's Copilot virtual assistant for workplace productivity.

Apple's latest devices run Apple Intelligence, a suite of AI features including writing tools and an upgraded Siri voice assistant integrated with OpenAI's ChatGPT, available across more than 2.5 billion active Apple devices worldwide.