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Warren Buffett’s Top Stock Holdings

Breakout

Warren Buffett's Berkshire Hathaway (BRK-B) filed documents with the Securities and Exchange Commission on Feb. 14, 2011, detailing its portfolio at the end of the year.

While large and long-time positions such as American Express (AXP) and Coca-Cola (KO) remained the same, a number of changes stood out for investors viewing the latest disclosure from Buffett's Nebraska-based investment firm.

Moves: Berkshire exited its positions in Bank of America (BAC), Becton Dickinson (BDX), Comcast (CMCSA), Fiserv (FISV), Lowe's (LOW), Nalco (NLC), Nestle (NSRGY.PK) and Nike (NKE). Buffett's stakes in Bank of New York Mellon (BK) and Moody's (MCO) shrank slightly.

The Wells Fargo (WFC) position increased a bit.

All told, the changes left Buffett with 25 holdings at the end of the year, down from 33 in the third quarter. Financial companies and consumer products firms were heavily represented in the Berkshire Hathaway portfolio, which was valued at more than $52 billion.

Here are Buffett's top stock holdings as of Dec. 31, 2010:

• Coca-Cola (KO)
• Wells Fargo (WFC)
• American Express (AXP)
• Procter & Gamble (PG)
• Kraft (KFT)
• Johnson & Johnson (JNJ)
• Wal-Mart (WMT)
• Wesco Financial (WSC)
• ConocoPhillips (COP)
• U.S. Bancorp (USB)

*See the full SEC filing for Warren Buffett's portfolio.

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