Coston, McIsaac & Partners BRK/B BERKSHIRE HATHAWAY CLASS B

Ownership history in Coston, McIsaac & Partners  ·  16 quarters on record

AI Ownership Summary

Coston, McIsaac & Partners reported BERKSHIRE HATHAWAY CLASS B (BRK/B) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.73% in 2025 Q1. The latest visible filing shows BRK/B at 3.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BRK/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coston, McIsaac & Partners's position in BERKSHIRE HATHAWAY CLASS B, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BRK/B was reported at 3.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.73% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Coston, McIsaac & Partners held BRK/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 30,675 -235 -0.8% 3.32% $14.7M 2026-04-22 $465.40
2025 Q4 ADDED 30,910 +672 +2.2% 3.61% $15.5M 2026-02-03 $493.74
2025 Q3 ADDED 30,238 +35 +0.1% 3.62% $15.2M 2025-11-05 $488.77
2025 Q2 REDUCED 30,203 -241 -0.8% 3.80% $14.7M 2025-08-12 $470.39
2025 Q1 REDUCED 30,444 -518 -1.7% 4.73% $16.2M 2025-05-13 $511.88
2024 Q4 REDUCED 30,962 -846 -2.7% 4.16% $14.0M 2025-01-23 $459.83
2024 Q3 REDUCED 31,808 -41 -0.1% 4.13% $14.6M 2024-10-22 $461.45
2024 Q2 ADDED 31,849 +447 +1.4% 4.08% $13.0M 2024-07-31 $438.50
2024 Q1 ADDED 31,402 +355 +1.1% 4.24% $13.2M 2024-04-17 $397.74
2023 Q4 ADDED 31,047 +202 +0.7% 3.86% $11.1M 2024-01-23 $372.14
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Coston, McIsaac & Partners and BRK/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coston, McIsaac & Partners reported owning BRK/B?

Coston, McIsaac & Partners reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in Coston, McIsaac & Partners's portfolio?

The largest reported portfolio weight for BRK/B was 4.73% in 2025 Q1.

What is the latest reported BRK/B position on this page?

The most recent filing on this page is 2026 Q1, when Coston, McIsaac & Partners reported 30,675 shares, equal to 3.32% of portfolio, with an estimated market value of $14.7M.

What does the chart on this BRK/B ownership page compare?

The chart compares Coston, McIsaac & Partners's quarterly BRK/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Coston, McIsaac & Partners time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, Coston, McIsaac & Partners correctly timed 12 out of 15 reported position changes (80%). The annualised alpha on BRK/B relative to SPY over the holding period was -3.8%.

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