Warren Buffett, Donald Trump Bet on Same 17 Stocks — Some Might Surprise You
Key takeaways
- Apple, Coca‑Cola, and Chevron are the most heavily traded by both Trump and Berkshire, underscoring their status as safe‑haven bets for both a value investor and a political figure.
- Berkshire’s Apple holding: $66 billion (22% of assets)
- Berkshire’s Coca‑Cola holding: 11% of assets
- Berkshire’s Chevron holding: $14 billion (4.7% of assets)
What happened
President Donald Trump disclosed more than 20,000 stock trades over the past year, many of which overlap with Berkshire Hathaway’s portfolio. Seventeen stocks appear in both portfolios, including Apple, Coca‑Cola, Bank of America, Chevron, and Alphabet. Trump’s trades range from small $1,000 purchases to multi‑million dollar buys, with the most frequent activity on Chevron and Alphabet.
Why it matters
The overlap shows that two very different investors—an activist former president and a value‑oriented conglomerate—are betting on the same companies. It highlights the perceived stability of these blue‑chip names and may influence market sentiment toward them. The volume of Trump’s trades could also affect liquidity…
Short-term and longer-term
Short-term. Short‑term traders should note that Trump’s frequent buying of Chevron and Alphabet could create intraday liquidity spikes.
Longer-term. Long‑term investors see that Berkshire’s heavy weighting in Apple, Coca‑Cola, and Bank of America reflects a classic value strategy.