David Kass from the University of Maryland pointed out the striking symmetry in Berkshire Hathaway's stock portfolio, noting it owns exactly 400 million shares of both Apple and Coca-Cola. This unusual number raised speculation among investors about Warren Buffett's future moves. He speculated that if Buffett favors round numbers, he may not plan to sell more Apple shares. This observation led to discussions on Buffett's strategies, especially after Berkshire's substantial reduction in its Apple stake earlier this month.
Despite Berkshire Hathaway holding equal numbers of shares in Apple and Coca-Cola, the value difference is stark: Apple's stake is worth $90.4 billion, while Coca-Cola's is worth $27.7 billion. Analysts are cautious about the significant Apple portfolio reduction, interpreting it as a risk management strategy, as Apple had previously represented a huge portion of Berkshire’s investments. The consistency of Coca-Cola shares could reveal Buffett's long-term commitment versus tactical adjustments in tech shares.
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