backtothebeach Posted August 16, 2021 Share Posted August 16, 2021 (edited) Q2 stock holdings are out. Not a lot of movement: from https://www.dataroma.com/m/holdings.php?m=BRK KR Add 21.01% AON Add 7.32% RH Add 2.02% OGN Buy USB Reduce 0.62% CVX Reduce 2.32% ABBV Reduce 10.23% GM Reduce 10.45% BMY Reduce 15.27% MMC Reduce 20.63% MRK Reduce 48.79% LMTYK Reduce 74.46% AXTA Sell 100.00% BIIB Sell 100.00% LBTYA Sell 100.00% Edited August 16, 2021 by backtothebeach Link to comment Share on other sites More sharing options...
Gregmal Posted August 16, 2021 Share Posted August 16, 2021 (edited) Ha I think @LearningMachine nailed the KR add. What a savage for detail. Well done. In other news, someone needs to tell Buffett KR is a dud because retail is dead. Edited August 16, 2021 by Gregmal Link to comment Share on other sites More sharing options...
John Hjorth Posted August 16, 2021 Share Posted August 16, 2021 It's all during the quarter sexual intercourse with insects. Link to comment Share on other sites More sharing options...
LearningMachine Posted August 16, 2021 Share Posted August 16, 2021 (edited) 53 minutes ago, Gregmal said: Ha I think @LearningMachine nailed the KR add. What a savage for detail. Well done. Thanks @Gregmal :-). I totally blew it on the Chevron stake though. The $1.984B reduction in cost basis of "Commercial, industrial and other" was so close to his cost basis on remaining Chevron shares of about $1.964B. Edited August 16, 2021 by LearningMachine Link to comment Share on other sites More sharing options...
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