WADDELL & ASSOCIATES, LLC BRK/B — BERKSHIRE HATHAWAY INC DEL

Ownership history in WADDELL & ASSOCIATES, LLC  ·  20 quarters on record

AI Ownership Summary

WADDELL & ASSOCIATES, LLC reported BERKSHIRE HATHAWAY INC DEL (BRK/B) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.88% in 2025 Q1. The latest visible filing shows BRK/B at 0.40% 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 WADDELL & 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 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% 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.

BRK/B stock page WADDELL & ASSOCIATES, LLC fund profile WADDELL & ASSOCIATES, LLC full holdings
How WADDELL & 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 ADDED — — — 14,621 +15 +0.1% 0.40% $7.0M 2026-05-11 $469.32
2025 Q4 REDUCED — — — 14,606 -725 -4.7% 0.50% $7.3M 2026-02-11 $500.02
2025 Q3 ADDED — — — 15,331 +1,437 +10.3% 0.66% $7.7M 2025-11-10 $496.98
2025 Q2 ADDED — — — 13,894 +232 +1.7% 0.72% $6.7M 2025-08-12 $470.39
2025 Q1 REDUCED — — — 13,662 -110 -0.8% 0.88% $7.3M 2025-05-07 $518.22
2024 Q4 ADDED — — — 13,772 +1,560 +12.8% 0.64% $6.2M 2025-02-13 $480.49
2024 Q3 ADDED — — — 12,212 +63 +0.5% 0.68% $5.6M 2024-11-12 $466.29
2024 Q2 REDUCED — — — 12,149 -8 -0.1% 0.65% $4.9M 2024-08-06 $422.14
2024 Q1 REDUCED — — — 12,157 -529 -4.2% 0.69% $5.1M 2024-05-08 $406.37
2023 Q4 REDUCED — — — 12,686 -1,779 -12.3% 0.61% $4.5M 2024-02-14 $398.68
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRK/B

As of 2026 Q1 — sorted by position size

TETRAD CORP 92.15% 1922 Investment Co LLC 3Y 7Y 84.86% CHECK CAPITAL MANAGEMENT INC/CA 3Y 7Y 52.8% Cook & Bynum Capital Management, LLC 3Y 7Y 42.7% Templeton & Phillips Capital Management, LLC 3Y 36.02% Aquamarine Zurich AG 3Y 34.57% Ardent Capital Management, Inc. 3Y 32.73% Asset Management Advisors, LLC 3Y 7Y 32.43% United American Securities Inc. (d/b/a UAS Asset Management) 3Y 7Y 31.97% Pacifica Capital Investments, LLC 3Y 7Y 30.79%

FAQ About WADDELL & 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 WADDELL & ASSOCIATES, LLC reported owning BRK/B?

WADDELL & 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 WADDELL & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for BRK/B was 0.88% 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 WADDELL & ASSOCIATES, LLC reported 14,621 shares, equal to 0.40% of portfolio, with an estimated market value of $7.0M.

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

The chart compares WADDELL & 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 WADDELL & ASSOCIATES, LLC time their BRK/B position?

Based on 13F filing dates vs. subsequent BRK/B price moves, WADDELL & ASSOCIATES, LLC correctly timed 9 out of 19 reported position changes (47%). The annualised alpha on BRK/B relative to SPY over the holding period was -1.8%.

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