Kathmere Capital Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Kathmere Capital Management’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.98M	Buy	8,300 +700	+9%	+$344K	0.24%	80
2025 Q4	$1.69M	Buy	7,600 +1,000	+15%	+$498K	0.11%	125
2025 Q3	$1.49M	Hold	6,600	–	–	0.11%	130
2025 Q2	$1.41M	Sell	6,600 -1,200	-15%	-$609K	0.11%	126
2025 Q1	$2.05M	Sell	7,800 -1,300	-14%	-$632K	0.17%	87
2024 Q4	$1.88M	Buy	9,100 +1,700	+23%	+$785K	0.17%	91
2024 Q3	$1.63M	Hold	7,400	–	–	0.15%	88
2024 Q2	$1.28M	Buy	7,400 +2,100	+40%	+$858K	0.14%	86
2024 Q1	$1.06M	Hold	5,300	–	–	0.12%	98
2023 Q4	$753K	Buy	5,300 +600	+13%	+$211K	0.1%	118
2023 Q3	$659K	Buy	4,700 +1,800	+62%	+$639K	0.1%	111
2023 Q2	$425K	Hold	2,900	–	–	0.07%	126
2023 Q1	$339K	Buy	+2,900	New	+$894K	0.06%	139

Other funds holding BRK.B

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kathmere Capital Management's BRK.B Position: Q1 2026 in Review

Kathmere Capital Management increased its Berkshire Hathaway Class B (BRK.B) stake by 6.3% in Q1 2026, buying an estimated $247K and bringing the position to 8,508 shares worth $4.08M. The position accounts for 0.25% of the portfolio, ranked #78.

Kathmere Capital Management first reported a position in BRK.B in Q2 2020 and has held it in 24 quarters since. 4,852 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

Kathmere Capital Management held 8,508 shares of Berkshire Hathaway Class B worth $4.08M as of Q1 2026.
Kathmere Capital Management bought 504 Berkshire Hathaway Class B shares in Q1 2026, an estimated $247K.
Berkshire Hathaway Class B made up 0.25% of Kathmere Capital Management's portfolio in Q1 2026, its #78 holding.
Kathmere Capital Management first reported a position in Berkshire Hathaway Class B in Q2 2020 and has held it in 24 quarters since.
4,852 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.