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Buffett’s Investing Playbook Resurfaces as Berkshire Cuts BofA Stake and Adds Consumer Name Ahead of CEO Shift

Recent filings detail a Bank of America sell-down alongside a multi-quarter consumer bet preceding Greg Abel’s takeover.

Overview

  • Warren Buffett retired from the CEO role at the end of 2025 and remains Berkshire Hathaway’s chairman as Greg Abel assumes day-to-day leadership.
  • SEC Form 13F disclosures show Berkshire sold about 45% of its Bank of America position in the quarters before Buffett stepped down.
  • The filings also show Berkshire built a stake in a well-known consumer brand for five straight quarters through Sept. 30, 2025.
  • Buffett’s guidance for typical investors centers on buying very low-cost index funds and leaving the money alone rather than trying to pick individual stocks.
  • Over roughly six decades at the helm, Buffett oversaw about a 6,100,000% cumulative return in Berkshire’s Class A shares, according to reported figures.