Shepherd Kaplan Krochuk’s Berkshire Hathaway Class B BRK.B Stock Holding History

Shepherd Kaplan Krochuk’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
2019 Q1	–	Sell	-3,000	Closed	-$613K	–	176
2018 Q4	$613K	Sell	3,000 -4,300	-59%	-$898K	0.42%	65
2018 Q3	$1.56M	Hold	7,300	–	–	0.8%	27
2018 Q2	$1.36M	Sell	7,300 -1,000	-12%	-$195K	0.83%	24
2018 Q1	$1.66M	Sell	8,300 -19,100	-70%	-$3.92M	1.01%	20
2017 Q4	$5.43M	Sell	27,400 -1,900	-6%	-$361K	3.37%	2
2017 Q3	$5.37M	Sell	29,300 -9,000	-23%	-$1.59M	4.45%	2
2017 Q2	$6.49M	Buy	+38,300	New	+$6.37M	3.78%	3
2017 Q1	–	Sell	-46,100	Closed	-$7.51M	–	260
2016 Q4	$7.51M	Sell	46,100 -600	-1%	-$92.4K	2.13%	13
2016 Q3	$6.75M	Buy	46,700 +11,900	+34%	+$1.74M	1.4%	20
2016 Q2	$5.04M	Buy	34,800 +18,000	+107%	+$2.57M	1.25%	20
2016 Q1	$2.38M	Buy	+16,800	New	+$2.23M	0.74%	28

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

Shepherd Kaplan Krochuk's BRK.B Position: Q1 2026 in Review

Shepherd Kaplan Krochuk reduced its Berkshire Hathaway Class B (BRK.B) stake by 0.54% in Q1 2026, selling an estimated $14.7K and leaving 5,550 shares worth $2.66M. The position accounts for 2.24% of the portfolio, ranked #15.

Shepherd Kaplan Krochuk first reported a position in BRK.B in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.6M in Q1 2017. 4,855 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

Shepherd Kaplan Krochuk held 5,550 shares of Berkshire Hathaway Class B worth $2.66M as of Q1 2026.
Shepherd Kaplan Krochuk sold 30 Berkshire Hathaway Class B shares in Q1 2026, an estimated $14.7K.
Berkshire Hathaway Class B made up 2.24% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #15 holding.
Shepherd Kaplan Krochuk first reported a position in Berkshire Hathaway Class B in Q2 2013 and has held it in 52 quarters since.
Shepherd Kaplan Krochuk's Berkshire Hathaway Class B position peaked at $14.6M in Q1 2017.
4,855 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.