Buffett & Berkshire Hathaway 2011 Stock Holdings ‘J to R’ (BRK-B, JNJ, KFT, MCO, PG, HD, LOW, NKE, NLC)

Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) has shown its latest holdings as of the close on December 31, 2010 and the changes were extreme due to a unit portfolio manager change.  These have been broken down into 3 groups of ‘A to I’ and ‘J to R’ and ‘S to Z’ so it is more concise and clear to see the path of changes etc.  Here are Warren Buffett’s holdings and accompanying notes for the group ‘J to R.’

Johnson & Johnson (NYSE: JNJ) had been raised previously but this was SAME AS LAST QUARTER at just over 42.6 million shares (still well under peak of 62 million before)..
Kraft Foods (NYSE: KFT) is 105.21 million, SAME AS BEFORE after having been cut during the Cadbury deal.
M&T Bank Corp. (NYSE: MTB) is 5.363 million, SAME AS BEFORE after having been previously cut.
Moody’s Corp. (NYSE: MCO) is a SLIGHTLY LOWER POSITION AGAIN at 28.4+ million versus 28.8+ million before; the sales continue here.
Procter & Gamble (NYSE: PG) is SAME AS BEFORE at over 76.7 million shares, but this is lower than the recent times of 96.3 million shares.  ONE OF BUFFETT’s 10 BEST INVESTMENTS EVER!

MANY EXITS…

Lowe’s Companies (NYSE: LOW) WAS SOLD ENTIRELY after Buffett having sold off Home Depot Inc. (NYSE: HD) a quarter ago.
Nalco Holding (NYSE: NLC) was previously 6,142,300 shares but BUFFETT SOLD ALL.
Nestle ADR’s had been 3.4 million shares before BUT BUFFETT SOLD ALL NESTLE.
Nike Inc. (NYSE: NKE) had already been decreased to 3,642,929 shares, but BUFFETT SOLD ALL NIKE.

BUFFETT HOLDINGS A to I

BUFFETT HOLDINGS S to Z

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JON C. OGG