Stock Quotes in this Article: COP, IBM, JNJ, KFT, KO, MCO, PG, WFC, WMT, WPO

NEW YORK (Stockpickr) -- At Stockpickr, we track the top holdings of a variety of high-profile investors, such as George Soros and Carl Icahn.

It should come as no surprise that the most popular of these portfolios is that of renowned investor Warren Buffett, CEO of Berkshire Hathaway (BRK.ABRK.B) and one of the richest people in the world.

>>6 Stocks Funds Love for 2012

In his annual letter to shareholders, Buffett revealed that he has selected selected his successor at Berkshire Hathaway, though he did not reveal the person's identity.

Today we're taking a closer look at 10 of Buffett's top dividend stocks, based on Berkshire Hathaway's most recent quarterly 13F filing with the SEC, which reflects holdings as of Dec. 31, 2011. These stocks each comprise at least 1% of Berkshire's portfolio and yield at least 1.5%.

Warren Buffett

10. IBM

IBM (IBM) recently yielded 1.5%, with a quarterly dividend of 75 cents a share. The stock shows up on a recent list of 6 Stocks With Double-Digit Gains and Big Dividends.

IBM is Buffett's second-largest holding, comprising 17.8% of the Berkshire Hathaway portfolio as of Dec. 31. In the fourth quarter, Buffett scooped up another 6.6 million shares of the stock, increasing his position by 11.4% to 63.9 million shares total. That represents a 5.4% stake in IBM.

IBM is also a top holding in D.E. Shaw's portfolio.

Stock Overview: IBM provides information technology products and services worldwide. It has a market cap of $233 billion and a short ratio of 2.4, and it trades at a P/E of 15.1.

Analyst Ratings: Of 23 analysts covering the stock, 13 rate it a buy, and 10 rate it a hold. TheStreet Ratings has an A+ buy rating on IBM.

More on IBM: IBM shows up on a recent list of 3 Booming Tech Stocks to Own for 2012.

9. Moody's

Moody's (MCO) pays a quarterly dividend of 16 cents a share, for a current yield of 1.6%.

In the fourth quarter, Buffett maintained a 28.4 million-share position in Moody's, comprising 1.5% of the Berkshire portfolio and representing a 12.8% stake in Moody's.

Stock overview: Moody's is a provider of credit ratings, credit and economic related research, data and analytical tools, risk management software and quantitative credit risk measures, credit portfolio management solutions and training services. It has a market cap of $8.6 billion and a short ratio of 7.6, and it trades with a P/E of 15.6.

Analyst Ratings: Of four analysts covering the stock, two rate it a buy, and two rate it a hold. TheStreet Ratings has a B- buy rating on Moody's.

8. Wells Fargo


Wells Fargo (WFC) pays a quarterly dividend of 12 cents, for a yield of 1.6%. The stock shows up on a list of 5 Bank Stocks That Need a Higher Dividend.

Wells Fargo is Buffett's third-largest holding, comprising 16% of the Berkshire portfolio. In the fourth quarter, Buffett added 22.3 million shares, increasing the position by 6.2% to 383.7 million shares.

Another big owner of Wells Fargo is George Soros, who added 1.1 million shares in the fourth quarter. The stock also shows up in Maveric Capital's portfolio.

Stock Overview: Wells Fargo provides financial services through subsidiaries engaged in wholesale banking, mortgage banking, consumer finance, equipment leasing, agricultural finance and commercial finance. It has a market cap of $149.2 billion and a short interest ratio of 1, and it trades at a P/E of 10.7.

Analyst Ratings: Of 23 analysts covering the stock, 19 rate it a buy, three rate it a hold, and one rates it a sell. TheStreet Ratings has a C+ hold rating on Wells Fargo.

More on Wells Fargo: Wells Fargo is one of 7 Bank Stocks Loved by Deutsche Bank and one of 10 Companies in the "Ultimate Stock Pickers" Portfolio.

 

7. Washington Post

Washington Post (WPO) pays a $2.45 quarterly dividend, for a yield of 2.5%.

Berkshire Hathaway maintained a 1.7 million-share position in Washington Post in the fourth quarter, comprising 1% of Buffett's portfolio and representing a 26.6% stake in the company.

Stock Overview: Washington Post, together with its subsidiaries, operates as a diversified education and media company in the U.S. and internationally. It has a market cap of $3.1 billion and a short interest ratio of 28.1, and it trades with a P/E of 24.7.

Analyst Ratings: TheStreet Ratings has a C+ hold rating on Washington Post.

6.

Wal-Mart

 

Wal-Mart (WMT) pays a quarterly dividend of 36.5 cents, for a yield of 2.5%. It shows up on a recent list of 19 "Dividend Opportunity" Stocks for 2012.

Buffett maintained a 39 million-share position in Wal-Mart in the fourth quarter, comprising 3.5% of the Berkshire portfolio.

Wal-Mart is also one of D.E. Shaw's top holdings, with a 2.5 million-share position.

Stock Overview: Wal-Mart operates Walmart discount stores, supercenters, Neighborhood Markets and Sam's Club locations in the U.S. It has a market cap of $201.3 billion and a short ratio of 2.7, and it trades at a P/E of 13.

Analyst Ratings: Of 23 analysts covering the stock, 11 rate it a buy, 11 rate it a hold, and one rates it a sell. TheStreet Ratings has an A- buy rating on the stock.

More on Wal-Mart: Wal-Mart is one of 10 Companies in the "Ultimate Stock Pickers" Portfolio.

 

5. Coca-Cola

Coca-Cola (KO) was recently featured in "7 Dividend Stocks Hiking Payouts" after boosting its dividend by 8.5% to 51 cents a share on a quarterly basis. The current yield on the stock is 3%.

Coca-Cola is Buffett's No. 1 holding, comprising 21.2% of the Berkshire portfolio. The 200 million-share position is unchnaged from the previous quarter and represents an 8.8% stake in Coca-Cola.

Coca-Cola also shows up in Navellier & Associates' portfolio, with a 590,500-share position.

Stock Overview: Coca-Cola is a manufacturer, distributor and marketer of nonalcoholic beverage concentrates and syrups in the world. It has a market cap of $156.2 billion and a short interest ratio of 1.7, and it trades with a P/E of 18.7.

Analyst Ratings: Of 14 analysts covering the stock, 12 rate it a buy, and two rate it a hold. TheStreet Ratings has an A buy rating on Coca-Cola.

More on Coca-Cola: Coca-Cola is also one of 10 Companies in the "Ultimate Stock Pickers" Portfolio and was one of Goldman Sachs' Consumer Stock Best Buys for 2012.

 

4. Kraft

Kraft (KFT) pays a quarter dividend of 29 cents, for a current yield of 3.1%.

During the most recent quarter, Buffett trimmed his position in Kraft by 2.7 million shares, or 3%, to 87 million shares, which comprises 4.9% of the Berkshire portfolio and represents a stake of about 4.9% in the company.

Kraft also shows up in Bill Ackman's Pershing Square Capital Management portfolio and shows up on a list of Consumer Staples Stocks Bought and Sold by Hedge Funds.

Stock Overview: Kraft, through its subsidiaries, manufactures and markets packaged food products, including snacks, beverages, cheese, convenient meals and various packaged grocery products. It has a market cap of $66.9 billion and a short interest ratio of 1.4, and it trades with a P/E of 19.

Analyst Ratings: Out of 21 analysts covering the stock, 14 rate it a buy, and seven rate it a hold. TheStreet Ratings has an A+ buy rating on Kraft.

More on Kraft: Kraft, one of 10 S&P 500 Stocks for 2012, shows up on a list of 10 Stocks That Will Let You Retire.

 

3. Procter & Gamble

Procter & Gamble (PG), which yields 3.1%, pays a quarter dividend of 52.5 cents a share. The stock shows up on a list of 10 Top Dividend Stocks to Own Until Retirement.

Procter & Gamble, Buffett's fifth-largest holding, comprises 4.9% of the Berkshire Hathaway portfolio. The firm maintained its 76.8 million-share position in the stock in the fourth quarter.

P&G, also one of Diamondback Capital's top holdings, shows up on a list of Consumer Staples Stocks Bought and Sold by Hedge Funds in the fourth quarter.

Stock Overview: Procter & Gamble Company is focused on providing branded consumer packaged goods and markets its products in more than 180 countries. It has a market cap of $183.7 billion and a short interest ratio of 1.6, and it trades with a P/E of 19.6.

Analyst Ratings: Of 20 analysts covering the stock, 11 rate it a buy, eight rate it a hold, and one rates it a sell. TheStreet Ratings has a B+ buy rating on P&G.

More on Procter & Gamble: P&G also shows up in the "Ultimate Stock Pickers" Portfolio.

 

2. Johnson & Johnson

Johnson & Johnson (JNJ), which yields 3.5%, pays a quarterly dividend of 57 cents a share. It shows up on a recent list of Large-Cap Dividend Stocks to Buy.

In the fourth quarter, Buffett trimmed his stake in J&J by 8.4 million shares, of 22.5%, to 29 million shares, comprising 2.9% of the Berkshire portfolio. On Monday, Buffett revealed that he might consider selling the stock due to recent problems, telling CNBC in a live interview that the company "obviously has messed up in a lot of ways in the last few years."

J&J is also a top holding of Bridgewater Associates and Fisher Investments. It shows up on a list of Health Care Stocks Bought and Sold by Hedge Funds.

Stock Overview: Johnson & Johnson is a holding company engaged in the research and development, manufacture and sale of a range of products in the health care field. It has a market cap of $176.9 billion and a short interest ratio of 3.7, and it trades with a P/E of 18.5.

Analyst Ratings: Of 23 analysts covering the stock, 12 rate it a buy, and 11 rate it a hold. TheStreet Ratings has an A- buy rating on J&J.

More on Johnson & Johnson: J&J is another stock in the "Ultimate Stock Pickers" Portfolio.

 

1. ConocoPhillips


ConocoPhillips (COP) pays a quarterly dividend of 66 cents a share, for a current yield of 3.5%. It shows up on a list of 5 Stocks That Pay You Twice as Much as Treasuries.

Buffett maintained a 29.1 million-share position in ConocoPhillips in the fourth quarter, comprising 3.2% of the Berkshire portfolio.

Conoco is also one of D.E. Shaw's top holdings.

Stock Overview: ConocoPhillips is an international, integrated energy company. It has a market cap of $97.2 billion and a short interest ratio of 2.1, and it trades at a P/E of 8.5.

Analyst Ratings: Of 16 analysts covering the stock, seven rate it a buy, six rate it a hold, and three rate it a sell. TheStreet Ratings has a B buy rating on ConocoPhillips.

To see these stocks in action, check out the 10 Top Buffett Dividend Stocks portfolio. For Warren Buffett's top holdings, visit the Warren Buffett portfolio at Stockpickr.

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