Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionMcKinley Carter Wealth Services, Inc.
Latest Disclosed Ownership2,046 shares
Latest Disclosed Value $ 980,444
McKinley Carter Wealth Services, Inc. reports 21.40% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 20, 2026 - McKinley Carter Wealth Services, Inc. filed a 13F-HR form disclosing ownership of 2,046 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $980,444 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,603 shares of Berkshire Hathaway Inc.. This represents a change in shares of -21.40% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,046 -557 -21.40 980 -25.08 0.0565
2026-02-06 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,603 -194 -6.94 1,308 -6.97 0.0731
2025-11-04 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,797 24 0.87 1,406 4.38 0.0737
2025-07-24 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,773 4 0.14 1,347 -8.62 0.0748
2025-04-15 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,769 -276 -9.06 1,475 6.81 0.0906
2025-01-23 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,045 -168 -5.23 1,380 -6.63 0.0845
2024-10-16 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,213 -34 -1.05 1,479 11.97 0.0893
2024-08-09 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,247 -76 -2.29 1,321 -5.51 0.0841
2024-04-26 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,323 300 9.92 1,397 29.59 0.0934
2024-02-07 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,023 16 0.53 1,078 2.37 0.0789
2023-10-13 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,007 -50 -1.64 1,053 1.06 0.0838
2023-08-03 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,057 -179 -5.53 1,042 4.30 0.0782
2023-04-25 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,236 209 6.90 999 6.84 0.0781
2023-02-08 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,027 -354 -10.47 935 3.54 0.0792
2022-10-24 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,381 -886 -20.76 903 -22.49 0.0840
2022-07-15 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,267 317 8.03 1,165 -16.43 0.1032
2022-04-27 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,950 1,210 44.16 1,394 70.21 0.1090
2022-02-07 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,740 -248 -8.30 819 0.49 0.0611
2021-11-03 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,988 2 0.07 815 -1.81 0.0668
2021-08-12 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,986 -41 -1.35 830 7.24 0.0687
2021-04-30 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,027 -223 -6.86 774 2.79 0.0662
2021-02-16 2020-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,250 217 7.15 753 16.56 0.0987
2021-02-12 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,658 -375 616 119,696.2513
2020-10-14 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,033 0 0.00 646 19.41 0.1452
2020-07-20 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,033 429 16.47 541 13.66 0.1326
2020-05-01 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,604 -13 -0.50 476 -19.73 0.1423
2020-01-23 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,617 -351 -11.83 593 -3.89 0.1387
2019-11-14 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,968 1,156 63.80 617 59.84 0.1578
2019-08-02 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,812 -50 -2.69 386 3.21 0.1040
2019-05-08 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,862 130 7.51 374 5.65 0.1050
2019-02-13 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,732 -16 -0.92 354 -5.35 0.1169
2018-11-06 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,748 16 0.92 374 15.79 0.1109
2018-12-07 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,732 30 1.76 323 -5.00 0.1040
2018-05-17 2018-03-31 13F Berkshire Hathaway B COM 084670702 1,702 20 1.19 340 2.10 0.1112
2018-01-31 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,682 0 0.00 333 8.12 0.1145
2017-10-31 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,682 0 0.00 308 8.07 0.1182
2017-08-08 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,682 -27 -1.58 285 0.00 0.1260
2017-05-10 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,709 -200 -10.48 285 -8.36 0.1324
2017-02-07 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,909 50 2.69 311 15.61 0.1572
2016-11-07 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,859 37 2.03 269 1.89 0.1387
2016-08-01 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,822 0 0.00 264 1.93 0.1374
2016-05-13 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,822 1,822 0.00 259 0.1436
2016-02-02 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -1,712 -100.00 0 -100.00
2015-11-10 2015-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,712 -1,025 -37.45 223 -40.21 0.1388
2015-08-10 2015-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,737 1,025 59.87 373 51.01 0.2023
2015-05-06 2015-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,712 1,712 -12.16 247 20.49 0.1593
2014-01-29 2013-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -1,949 -100.00 0 -100.00
2013-11-14 2013-09-30 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,949 -250 -11.37 205 -11.26 0.2429
2013-10-30 2013-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,949 205
2013-07-24 2013-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,199 2,199 231 0.3490
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.