Stock Quotes in this Article: COP, GE, GSK, JNJ, KFT, KO, MTB, PG, SNY, UPS

NEW YORK (Stockpickr) -- At Stockpickr, we track the top 30 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.B) and one of the richest people in the world.

Today we're taking a closer look at Buffett's 10 highest-yielding stocks, based on Berkshire Hathaway's most recent quarterly 13F filing with the SEC, which reflects holdings as of Dec. 31, 2010.

----------------------------------------------------------

More From Stockpickr

  • 7 Stocks Leading the Market in 2011
  • 3 John Paulson Stock Buys for 2011
  • 3 Old Stocks: Will They Soar Again?
  • ----------------------------------------------------------

    10. General Electric (GE), which pays a dividend of 14 cents, yields 2.6% annually. GE has increased its dividend in two of the past three quarters, getting it closer to its 2009 payout high of 31 cents a share, and it has a dividend payout ratio of 53%.

    GE comprises 0.3% of Buffett's total portfolio. The 7.8 million-share position was unchanged from the previous quarter.

    GE has its fair share of professional fans, according to Stockpickr's professional portfolio database. Other major holders include Fairholme Capital's Bruce Berkowitz, who increased his position in the stock by 10.8% in the most-recent period, and SAC Capital's Steven Cohen, who dropped 2.9 million shares in the quarter, reducing his position in the stock by 34.1%.

    Stock Overview: General Electric provides services ranging from aircraft engines, power generation, water processing and household appliances to medical imaging, business & consumer financing, media content and industrial products. It has a market of $229.3 billion and a 0.9 short interest ratio, and it trades at a P/E of 20.3.

    Analyst Ratings: Of 16 analysts covering the stock, 10 rate it a buy, and six rate it a hold. TheStreet Ratings has a B- buy rating on the stock, earning it a spot on the top-rated industrial conglomerate stocks list.

    More on General Electric: Jim Cramer recently included GE as one of three Dow stocks pulling the market. The stock was one of four stocks that saw heavy recent insider buying. It's also one of the top-yielding Dogs of the Dow stocks for 2011.

    9. UPS (UPS) recently increased its quarterly dividend by 10.6% to 52 cents a share, for a current yield of 2.7%. The dividend boost helped move UPS up a spot on Buffett's dividend list, from the No. 10 position in the previous reporting period.

    Berkshire Hathaway's 103.73 million share stake in UPS comprises 0.2% of its total portfolio. The position was unchanged from the previous quarter.

    UPS shows up in several other Stockpickr professional portfolios, including those of Tom Gayner at Markel Gayner Asset Management, comprising 2.9% of the total, and
    Arnold Van Den Berg at Century Management, comprising 1.9% of the total.

    Stock overview: United Parcel Service offers an array of services in the package and freight delivery industry. It operates through three segments: U.S. domestic package, international package, and supply chain and freight. It has a market cap of $$55.7 billion, a short ratio of 2.8, and a P/E of 22.

    Analyst Ratings: Of 26 analysts covering the stock, 19 rate it a buy, and seven rate it a hold. TheStreet Ratings has a B buy rating on UPS, earning it a spot on the top-rated freight services and logistics stocks list.

    More on UPS: JPMorgan selected UPS as one of its 13 favorite stocks for 2011, and according to Frank Byrt, it's one of three stocks attracting the interest of fund managers.

    8. Coca-Cola (KO) recently yielded 2.7%. The company announced a quarterly dividend increase on Feb. 17 of 3 cents, or 7%, to 47 cents a share. This was Cokes' 49th consecutive dividend boost, cementing its spot on the dividend aristocrats list of stocks with 25 or more yearly increases.


    Coca-Cola remains Buffett's top holding, at 25% of the total portfolio. The 200 million-share position was unchanged from the previous quarter.

    Renaissance Technologies increased its shares in Coke by 283% in the most-recent period, to 2.3 million. The position now comprises 0.6% of the total portfolio. The Bill and Melinda Gates Foundation is also long Coca-Cola, its No.3 holding, at 11.7 million shares, or 5.1% of the total portfolio.

    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 $149.9 billion and a 1.4 short interest ratio, and it trades with a P/E of 12.8.

    Analyst Ratings: Of 16 analysts covering the stock, 15 rate it a buy and one rates it a hold. TheStreet Ratings has an B+ buy rating on Coke, earning it a spot on the top-rated beverage stocks list.
    previous year.

    More on Coca-Cola: Coke was one of the 10 top consumer stocks of 2010, according to Andrea Tse, and according to Jake Lynch, it's one of the 16 Dow stocks selling at five-year discounts.

    7. Procter & Gamble (PG) pays a quarterly dividend of about 48 cents, for a yield of 3%. The stock is a dividend aristocrat, having raised its dividend for 25 or more consecutive years.

    Berkshire Hathaway owns 76.8 million shares of Procter & Gamble as of the most-recent period. The position, which was unchanged from the previous period, comprises 9.4% of the total portfolio.

    P&G shows up in the portfolio of D.E. Shaw at 3.7 million shares, or 0.9% of the total. The position was increased by 32.3% in the most-recent period. Chris Davis at Davis Selected Advisers decreased his position in the stock by 12% but still owns 14.8 million shares, for 1.6% of the total portfolio.

    Stock Overview: Procter & Gamble is focused on providing branded consumer packaged goods. It markets its products in more than 180 countries. It sports a market cap of $180.1 billion, a 2.2 short interest ratio and a P/E of 17.5.

    Analyst Ratings: Of 25 analysts covering the stock, 19 rate it a buy, five rate it a hold, and one rates it a sell. TheStreet Ratings has an B buy rating on Procter, earning it a spot on the
    top-rated household products stocks.

    More on Procter & Gamble: Credit Suisse selected Procter as one of the 18 best stocks for 2011, and Jake Lynch identified it as one of several Dow stocks that could boost their dividends. Louis Navellier recently included it on a list of 11 blue-chip stocks to sell.

    6. M&T Bank (MTB) pays a quarterly dividend of 70 cents a share, for a current yield of 3.1%.

    Buffett maintained his 5.4 million-share position in M&T during the last quarter, at 0.9% of the total portfolio.

    The Bill and Melinda Gates Foundation Trust owns about half a million shares of M&T Bank, for 0.3% of the total portfolio. The positions was trimmed by a third in the most-recent quarter.

    Stock Overview: M&T Bank is a bank holding company, which through its subsidiaries, provides commercial and retail banking services, including loans and deposits, trust, mortgage banking, asset management, insurance and other financial services. It has a market cap of $10.9 billion, a short ratio of 5 and a P/E of 16.

    Analyst Ratings: Out of 20 analysts covering the stock, five rate it a buy, and 15 rate it a hold. TheStreet Ratings rates M&T a B buy.

    5. Sanofi-Aventis (SNY), which yields 3.2%, pays an annual dividend of $1.10 a share.

    Buffett's 4.1 million-share position in Sanofi-Aventis was unchanged from the previous quarter and comprises about 0.3% of the total Berkshire Hathaway portfolio.

    Dodge & Cox shed 0.8% of its position in the most-recent quarter, to 47.8 million shares. The stock comprises 1.8% of Dodge & Cox's total portfolio.

    Stock Overview: Sanofi-Aventis is a global pharmaceutical company that is engaged in the research, development, manufacture and marketing of health care products. It has a market cap of $91.1 billion, a short interest ratio of 1 and a P/E of 12.4.

    Analyst Ratings: Of eight analysts covering the stock, three rate it a buy and five a hold. TheStreet Ratings has a B buy rating on Sanofi.

    More on Sanofi-Aventis: Scott Rothbort included Sanofi in his portfolio of stocks poised to benefit from cold and flu season.

    4. Conoco-Phillips (COP) pays a quarterly dividend of 66 cents a share, for a current yield of 3.5%. The company's' recent 20% dividend increase helped move the stock up a spot on Buffett's dividend list, from the fifth spot in the previous quarter.

    Buffett owns 29.1 million shares of Conoco, an unchanged position from the previous quarter. The stock comprises 3.8% of the total Berkshire Hathaway portfolio.
    ConocoPhillips is one of the top holdings of Tweedy Brownse, at 6% of the total portfolio. The 2.5 million-share position was slightly decreased from the previous quarter, by 0.3%. Bill Miller at Legg Mason Capital Management increased his position in the stock, by 38.4% to 3.4 million shares, or 1.8% of the total portfolio.

    Stock Overview: ConocoPhillips is an international integrated energy company organized into six operating segments: exploration and production, midstream, refining and marketing, LUKOIL investment, chemicals and emerging businesses. It has a market cap of $112.6 billion, a 1.8 short interest ratio and a P/E of 10.1.

    Analyst Ratings: Of 20 analysts covering the stock, 11 rate it a buy, seven rate it a hold, and two rate it a sell. TheStreet Ratings has a B buy rating on Conoco, earning it a spot on the top-rated oil and gas stocks list.

    3. Johnson & Johnson (JNJ) is another dividend aristocrat. It pays a 54-cent quarterly dividend, for a current yield of 3.6%.


    Buffett maintained his 42.6 million-share stake in J&J in the most-recent quarter. The stock comprises 5% of the total Berkshire Hathaway portfolio.

    J&J shows up in various Stockpickr professional portfolios, including that of David Tepper's Appaloosa Management, which holds 1.3 million shares of the stock. The position, unchanged from the previous quarter, comprises 1.7% of the total Appaloosa portfolio. Donald Yacktman at Yacktman Asset Management increased his position in J&J by 7.8% to 3.4 million shares. It now comprises 3.6% of the total portfolio.

    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 $167.8 billion, a 2.2 short interest ratio and a P/E of 12.8.

    Analyst Ratings: Of 23 analysts covering J&J, 10 rate it a buy, and 13 rate it a hold. TheStreet Ratings has a B buy rating on the stock.

    More on Johnson & Johnson: J&J showed up on a recent list of David Tepper's favorite Dow stocks, as well as on Louis Navellier's list of 11 blue-chip stocks to sell.

    2. With a dividend yield of 3.7%, Kraft (KFT), the second-highest-yielding stock in Buffett's portfolio, pays a quarter dividend of 29 cents a share, for a current yield of 3.8%.

    The stock is one of Buffett's top holdings, at 6.3% of the total portfolio. The 105.2 million-share position was unchanged from the previous period.

    Bill Ackman's Pershing Square Capital Management shed 29.5% of its position in Kraft in the most-recent quarter but still owns 19.5 million shares, comprising 10.5% of the total portfolio. Richard Perry's Perry Capital is also long Kraft, with 236,500 shares.

    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 $about $54 billion, a 2.7 short ratio and a P/E of 12.9.

    Analyst Ratings: Of 18 analysts covering the stock, 12 rate stock a buy, and six rate it a hold. TheStreet Ratings has a B buy rating on Kraft.

    More on Kraft: Jon C. Ogg of 24/7 Wall St. considers Kraft one of Buffett's 10 best investments for 2011, and it was one of JPMorgan's 13 favorite stocks for the year. Kraft is also a member of this year's Dogs of the Dow, a list of the 10 highest-yielding Dow stocks.

    1. GlaxoSmithKline (GSK) held on to its status as the highest-yielder of Buffett's top 30 stocks. The stock currently yields 6.4%, the result of a recent quarterly dividend increase to 61.5 cents a share.

    Buffett maintained a 1.5 million-share position in GlaxoSmithKline in the most-recent quarter, comprising 0.1% of the total portfolio.

    Dodge & Cox also has a position in GlaxoSmith Kline, of 75.8 million shares, or 3.5% of the total portfolio.

    Stock Overview: GlaxoSmithKline is the global health care group engaged in the creation and discovery, development, manufacture and marketing of pharmaceutical products including vaccines, over-the-counter medicines and health-related consumer products. It has a market cap of $101.6 billion, a 1.2 short ratio and a P/E of 39.2.

    Analyst Ratings: Of 12 analysts covering the stock, four rate it a buy, and eight rate it a hold. TheStreet Ratings rates the stock a C hold.

    More on GlaxoSmith Kline: WallStreetNewsNetwork included the stock in a list of seven Buffett stocks yielding more than 3%.

    To see these stocks in action, check out the Top 10 Buffett Dividend Stocks portfolio. For Warren Buffett's top 30 holdings, visit the Warren Buffett portfolio at Stockpickr.

    RELATED LINKS:

    >>3 Stocks Setting Up to Break Out
    >>7 Stocks Leading the Market in 2011

    >>Rocket Stocks for the Week

    Follow Stockpickr on Twitter and become a fan on Facebook.