(Warren Buffett's current holdings). From Visa’s explosive rise ($188B → $624B) to Kraft Heinz’s decline ($88B → $29B), the chart reveals how long-term conviction plays out across sectors.
Takeaway: Buffett’s patience pays — but not all bets compound equally. Quality, scale, and competitive moats drive divergence.
Analysis:
Winners: Visa, Mastercard, American Express, and Moody’s show strong compounding and brand resilience
Steady growers: Coca-Cola and VeriSign reflect consistent performance in consumer and infrastructure niches
Underperformers: Kraft Heinz and DaVita highlight the risks of stagnation and sector headwinds
Portfolio philosophy: Buffett favors durable franchises with pricing power, but even legends face mixed outcomes over time
📌 Note: These eight stocks have been held by Buffett for over 10 years — a testament to his long-term discipline.
