Berkshire trims Bank of America; its Apple, Coca-Cola, Amex, and Moody's stakes are unchanged moderate (2026-W34)
Berkshire's Q2 13F (filed Aug 14) trims Bank of America by roughly 5.9% — from 509.7M to 479.5M shares — continuing a multi-quarter drawdown. Separately, several of Berkshire's other Q2 filings report exactly the same share counts as Q1 across every reporting line for Apple, Coca-Cola, American Express, and Moody's: these appear in our data as fresh filings because Berkshire splits its 13F across multiple internal manager sub-accounts each quarter, but the underlying position sizes have not moved at all. Worth flagging so a re-filed static position isn't mistaken for new conviction.