M. Kulyk & Associates, LLC BRK/B BERKSHIRE HATHAWAY INC DEL

Ownership history in M. Kulyk & Associates, LLC  ·  22 quarters on record

AI Ownership Summary

M. Kulyk & Associates, LLC reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.35% in 2025 Q1. The latest visible filing shows BRK/B at 0.25% 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 M. Kulyk & Associates, LLC's position in BERKSHIRE HATHAWAY INC DEL, 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 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% 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 M. Kulyk & Associates, LLC 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 UNCHANGED 2,828 0% 0.25% $1.4M 2026-05-06 $469.32
2025 Q4 REDUCED 2,828 -68 -2.3% 0.27% $1.4M 2026-01-08 $499.77
2025 Q3 UNCHANGED 2,896 0% 0.30% $1.5M 2025-11-10 $496.98
2025 Q2 ADDED 2,896 +36 +1.3% 0.31% $1.4M 2025-08-07 $461.47
2025 Q1 REDUCED 2,860 -112 -3.8% 0.35% $1.5M 2025-05-06 $512.33
2024 Q4 ADDED 2,972 +1,546 +108.4% 0.29% $1.3M 2025-02-07 $472.74
2024 Q3 UNCHANGED 1,426 0% 0.13% $656K 2024-11-07 $460.13
2024 Q2 ADDED 1,426 +135 +10.5% 0.13% $580K 2024-08-05 $413.72
2024 Q1 ADDED 1,291 +40 +3.2% 0.13% $543K 2024-05-09 $408.82
2023 Q4 REDUCED 1,251 -11 -0.9% 0.10% $446K 2024-02-08 $397.49
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About M. Kulyk & Associates, LLC 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 M. Kulyk & Associates, LLC reported owning BRK/B?

M. Kulyk & Associates, LLC reported BRK/B across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRK/B position in M. Kulyk & Associates, LLC's portfolio?

The largest reported portfolio weight for BRK/B was 0.35% 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 M. Kulyk & Associates, LLC reported 2,828 shares, equal to 0.25% of portfolio, with an estimated market value of $1.4M.

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

The chart compares M. Kulyk & Associates, LLC'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 M. Kulyk & Associates, LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, M. Kulyk & Associates, LLC correctly timed 11 out of 17 reported position changes (65%). The annualised alpha on BRK/B relative to SPY over the holding period was -0.4%.

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