Warren Buffett may resign as Berkshire Hathaway's CEO is at the end of the year, but he is still conducting various market actions until then. In the holding company's latest SEC filing, Berkshire reported that it was the net seller of U.S. stocks, which purchased $3.2 billion and sold for about $4.7 billion.

The holding company continues to leave the financial market, leaving three financial stocks: Bank of America (BAC), Capital One (COF) and Citi (C).

Berkshire sold 7.2% of its shares in Bank of America - 48.7 million shares, estimated at $2.1 billion, as it continued a move that began in the second half of 2024 when it sold 34% of its shares. Buffett also uninstalled its 4% stake in Capital One and sold its remaining Citi stake.

The retreat from the banking sector seems to be part of a broader readjustment. While Berkshire has abandoned some traditional financial holdings, its consumer-oriented drama (i.e. drinks) has also doubled it.

Berkshire saw the opening of Constellation Brands (STZ), doubled its shares to more than 12 million shares, from the 5.6 million shares purchased in the fourth quarter. Constellation is the parent company of Corona and Modelo, which continues to gain appeal among the U.S., especially Hispanic consumers, as well as premium wine labels such as Robert Mondavi and Kim Crawford. After the disclosure, the zodiac stocks rose by more than 3% overnight.

Although alcohol is less popular among young buyers (drinking with cannabis and non-alcoholic beverages is becoming more and more popular), Buffett is “Oracle of Omaha” but he is a huge deal about the stock he buys, which he thinks he is undervalued.

The holding company also made another big purchase, but it is not clear what this is. In the SEC filing, Berkshire said: "Form 13F or multiple holdings are omitted from this public form, which requires confidential treatment." This confidentiality usually indicates that Berkshire has established a huge position in several quarters and does not want to remind the market too early.

The $2 billion order project was proposed based on the vague "business, industry and other categories" - Barron speculated that the mysterious stock may be an industrial company.

The 13F application represents a slightly outdated snapshot as the company has 45 days to disclose its holdings after a quarter ends. Berkshire's latest documents cover only posts as of March 31 - so, thanks to President Donald Trump's "Liberation Day" tariff announcement on April 2.