EVERETT HARRIS & CO /CA/ BRK.A holdings history
BERKSHIRE HATHAWAY INC-CL A · CUSIP 084670108 · CIK 1009254
As of 2026-06-30, EVERETT HARRIS & CO /CA/ reported 1.42K BRK.A (shares), valued at $1.06B, or 13.03% of its reported non-derivative portfolio. Filed 2026-08-03.
Verify history & sources →Shares increased 0.14%; reported value increased 4.42%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 13.03% | 1,417 | SEC filing ↗Filed Aug 3, 2026 |
| Q1 2026 | 13.08% | 1,415 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 12.93% | 1,416 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 13.17% | 1,416 | SEC filing ↗Filed Nov 3, 2025 |
| Q2 2025 | 13.25% | 1,417 | SEC filing ↗Filed Aug 8, 2025 |
| Q1 2025 | 14.41% | 1,405 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 12.09% | 1,406 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 12.07% | 1,408 | SEC filing ↗Filed Oct 18, 2024 |
| Q2 2024 | 11.08% | 1,415 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 11.91% | 1,417 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 11.02% | 1,420 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 11.78% | 1,421 | SEC filing ↗Filed Oct 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 11.78% | 1,421 | $755.23M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 11.02% | 1,420 | $770.53M | Shares decreased 0.07%; reported value increased 2.03%, and weight changed -0.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 11.91% | 1,417 | $899.00M | Shares decreased 0.21%; reported value increased 16.67%, and weight changed +0.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 11.08% | 1,415 | $866.32M | Shares decreased 0.14%; reported value decreased 3.64%, and weight changed -0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 12.07% | 1,408 | $973.18M | Shares decreased 0.49%; reported value increased 12.33%, and weight changed +0.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 18, 2024 |
| Q4 2024 | 12.09% | 1,406 | $957.37M | Shares decreased 0.14%; reported value decreased 1.62%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 14.41% | 1,405 | $1.12B | Shares decreased 0.07%; reported value increased 17.18%, and weight changed +2.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 13.25% | 1,417 | $1.03B | Shares increased 0.85%; reported value decreased 7.94%, and weight changed -1.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2025 |
| Q3 2025 | 13.17% | 1,416 | $1.07B | Shares decreased 0.07%; reported value increased 3.41%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 12.93% | 1,416 | $1.07B | Shares unchanged; reported value increased 0.08%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 13.08% | 1,415 | $1.02B | Shares decreased 0.07%; reported value decreased 4.92%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 13.03% | 1,417 | $1.06B | Shares increased 0.14%; reported value increased 4.42%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 3, 2026 |
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