Warren Buffett's Berkshire Hathaway now holds three AI-focused stocks—Alphabet, Coca-Cola, and Apple—that together make up 38.6% of its $328 billion（約52兆円） portfolio. Rather than chasing momentum, Berkshire is backing companies that are embedding AI into existing operations: Alphabet's search and cloud services grew 19% and 63% in Q1 2026, Coca-Cola committed $1.1 billion（約1800億円） to cloud AI tools, and Apple is distributing AI software across more than 2.5 billion active devices. New CEO Greg Abel has aggressively expanded the Alphabet position, signaling that AI adoption by mature, profitable businesses is becoming a core investment thesis.
Summaries like this, in your inbox every morning.
Sign up free →What happened
Berkshire Hathaway's $328 billion（約52兆円） stock portfolio now holds three companies — Alphabet (8.8%), Coca-Cola (10.1%), and Apple (19.7%) — that are using AI to enhance their core businesses. CEO Greg Abel has aggressively added to Alphabet this year after Berkshire initially bought it in Q3 2025, more than quadrupling the position under his leadership.
Why it matters
All three companies are embedding AI into high-revenue operations. Alphabet's Google Search and Google Cloud posted 19% and 63% revenue growth in Q1 2026, both driven by AI features; Coca-Cola committed $1.1 billion（約1800億円） over five years to Microsoft Azure tools to optimize supply chains and marketing; Apple positions itself as the world's largest distributor of AI software to consumers through its more than 2.5 billion active devices. These moves suggest AI deployment is moving from hype to measurable business value.
What to watch
Alphabet stock trades at a P/E ratio of 25.7, below the Nasdaq-100 technology index's 34.1, suggesting Berkshire views it as undervalued. Apple remains Berkshire's third-largest holding despite selling roughly three-quarters of its stake since early 2024, signaling confidence in its AI strategy even at a reduced exposure level.
No comments yet. Be the first to share your thoughts!
Log in to join the discussion
Get curated AI news from 200+ sources delivered daily to your inbox. Free to use.
Get Started FreeFree · takes 30 seconds · unsubscribe anytime
1 minute a day. The AI essentials.
200+ sources · Email / LINE / Slack
