Key Points
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Berkshire Hathaway provided market-shattering returns under Warren Buffett's leadership dating back to 1965.
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Buffett is usually a long-term value investor and avoids pouring money into red-hot stock market trends like artificial intelligence (AI).
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However, at least four of the existing holdings in Berkshire's $300 billion portfolio are using AI to transform its legacy business.
Warren Buffett is CEO Berkshire Hathaway(NYSE: BRK.A)(NYSE: BRK.B) Although it is a holding company, he will abandon his role at the end of the year. He continues to chair the board, so his long-term brand of value investment can withstand. This is big news for shareholders.
Since Buffett ruled Berkshire in 1965, the stock has produced a combined annual revenue of 19.9%. The $1,000 investment at the time would have been worth an astounding $44.7 million at the end of 2024. S&P 500(snpindex: ^gspc) It would have grown to just $342,906 over the same period.
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Berkshire owns many subsidiaries, in addition to its $340 billion public equity and securities portfolio. Buffett likes to invest in companies with solid growth outlook, strong revenue and experienced management teams, but he is one of them. Not once DO is following the latest stock market themes. It's not even a powerful theme as artificial intelligence (AI).
Nevertheless, 33.5% of Berkshire's $304 billion portfolio invests in four companies using AI to charge legacy businesses.
Image source: The Motley Fool.
1. Domino's Pizza: 0.4% of Berkshire Hathaway's portfolio
To become the world's largest pizza chain, you need more than just delicious dishes. A commitment to innovation is required to deliver the fastest and most convenient customer experience in the industry. That's why over 1 million orders Domino's pizza(NASDAQ: DPZ) Please store it every day.
AI is a big part of a company's strategy. AI-powered voice assistants are as relevant as possible as they employ customer orders over the phone and employ different accents across the US. Domino's also developed a program called “Voice of the Pizza.” This was learned from a mountain of indirect customer feedback on discussion platforms using AI. reddit.
Finally, we know when Domino's AI will be embedded in our sales channels and analyze customer behavior, so we know when to start making pizza, even before the final order is placed.
Berkshire bought Domino's shares in the third quarter of 2024 and has since been added to the position quarterly ever since.
2. Amazon: 0.7% of Berkshire Hathaway's portfolio
Amazon(NASDAQ: AMZN) It is a global leader in the technology segments such as e-commerce and cloud computing, and deploys over 1,000 AI applications to solidify its advantage. These apps include virtual assistants that help customers compare products and make informed purchases, and another assistant that helps sellers create more engaging ads and boost conversions.
However, the Amazon Web Services (AWS) cloud platform is at the heart of the company's AI strategy. We operate a powerful data center filled with advanced chips from such suppliers nvidialeasing it to companies that deploy AI software. The AWS Bedrock platform also offers a growing portfolio of ready-made, leading language models (LLMS) that companies can use to accelerate their AI projects.
Amazon CEO Andy Jassy said AI revenue in AWS had skyrocketed in the second quarter of 2025 (ends June 30th) by a triple-digit percentage compared to the same period last year. It's unlikely that AI was in Buffett's mind when Berkshire bought the stock in 2019, but he's looking to make money as the technology will drive Amazon's next stage of growth.
3. Coca-Cola: 8.7% of Berkshire Hathaway's portfolio
Like Dominoes, coca cola(NYSE: KO) We are leaning heavily towards technology to expand our production, distribution and marketing operations as efficiently as possible. Without it, it would be almost impossible to manage more than 200 brands around the world.
The drinks giant recently partnered Adobe Learn from human designers to create new AI tools called Fizzion, to speed up the creation of new marketing campaigns and digital assets. This saves a lot of time and significantly reduces advertising costs.
In 2024, the beverage giant also signed a five-year contract Microsoft Azure will spend $1.1 billion to drive AI strategy. Transform the infrastructure of a cloud platform and operations that include the manufacturing process to deliver the chain using software tools such as Copilot Virtual Assistant.
Buffett invested $1.3 billion in Coca-Cola between 1988 and 1994, and he has not sold a single share. Today, the position is worth $26.5 billion and will pay Berkshire a dividend of $816 million this year alone. This is a perfect example of Buffett's long-term investment strategy action.
4. Apple: 23.7% of Berkshire Hathaway's portfolio
Berkshire's interests apple(NASDAQ: AAPL) At the beginning of 2024 it was worth more than $170 billion. It had an estimated $38 billion between 2016 and 2023.
Apple continues to build the latest iPhones, iPads and Mac computers in the AI era. It is mounted on an advanced chip designed to run Apple Intelligence. It can also summarise text and email, generate images, analyze user behavior and prioritize notifications.
Apple's new iPhone 17 lineup, launched in September, comes with the most powerful chip ever. They provide enough juice to run the most stringent AI smartphone apps on the market today. Morgan Stanley As a result, it increased its price target for Apple stocks from $240 to $298.
So, Berkshire can do very well from here despite the trimmed position on Apple.
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Anthony di Pizio does not occupy any of the stocks mentioned. Motley Fool has positions and recommends Adobe, Amazon, Apple, Berkshire Hathaway, Domino's Pizza, Microsoft, and Nvidia. Motley Fool recommends the following options: A $395 phone at Microsoft for January 2026 length and a $405 phone to Microsoft for January 2026 short term. Motley Fools have a disclosure policy.
