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

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.A, 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 June 30, 2011.

10. Gannett

Gannett (GCI) recently yielded 3.2%, with a quarterly payout of 8 cents a share, an increase from 4 cents a share previously. Gannett is one of the highest-yielding media stocks.

Buffett maintained his 1.7 million-share position in Gannett in the most-recent quarter, comprising just 0.05% of his total portfolio and representing a 0.7% stake in the company.

Stock Overview: Gannett is an international news and information company operating mainly in the U.S. and UK. It has a market cap of $2.4 billion and a 3.6 short interest ratio, and it trades with a P/E of 4.5.

Analyst Ratings: Of 10 analysts covering the stock, five rate it a buy, four rate it a hold, and one rates it a sell. TheStreet Ratings has an C hold rating on Gannett.

 

9. UPS


UPS (UPS) pays a quarterly dividend of 52 cents a share, for a current yield of 3.2%.

Berkshire Hathaway's 1.4 million-share stake in UPS comprises 0.2% of its total portfolio. The position was unchanged from the previous quarter.

UPS is also a holding in Arnold Van Den Berg's Century Management portfolio, comprising 1.3% 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 $48.5 billion, a short ratio of 1.9, and a P/E of 16.2.

Analyst Ratings: Of 24 analysts covering the stock, 19 rate it a buy, and five 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: UPS shows up on a recent list of Jim Cramer's Good-News-in-Trucking Stocks and was highlighted earlier this month in "5 Rocket Stocks to Skirt the Selling."

8. Kraft

Kraft (KFT) pays a quarterly dividend of 29 cents a share, for a current yield of 3.3%. Kraft is one of the 20 top-yielding food and beverage stocks.

The stock is one of Buffett's top holdings, comprising 6.7% of the total portfolio. Berkshire trimmed its position in Kraft by about 5.8 million shares, or 5.5%, in the most recent quarter. The position represents a 5.7% stake in Kraft.

Another Kraft holder is Bill Ackman's Pershing Square Capital Management. Pershing's 22.2 million-share position comprises 12.3% of its total portfolio.

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 $61.6 billion, a 1.2 short ratio and a P/E of 20.2.

Analyst Ratings: Of 21 analysts covering the stock, 14 rate stock a buy, and seven rate it a hold. TheStreet Ratings has an A buy rating on Kraft, earning the stock a spot on its list of Top-Rated Food Stocks.

7. Procter & Gamble

Procter & Gamble (PG) pays a quarterly dividend of 52.5 cents, for a yield of 3.3%. The stock is one of the dividend aristocrat, having raised its dividend for 25 or more consecutive years, and it's one of the highest-yielding consumer non-durables stocks.

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 9.3% of the total portfolio and represents a 2.8% stake in P&G.

P&G also shows up in the portfolio of D.E. Shaw and Renaissance Technologies as of the most recently reported quarter.

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 $175.4 billion, a 2.1 short interest ratio and a P/E of 16.2.

Analyst Ratings: Of 23 analysts covering the stock, 16 rate it a buy, six 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 list.

More on Procter & Gamble: Scott Rothbort featured Procter & Gamble in "6 Low-Volatility Stocks for Rising Volatility."

6. Johnson & Johnson

Johnson & Johnson (JNJ) pays a 57-cent quarterly dividend, for a current yield of 3.6%. Johnson & Johnson is one of the highest-yielding drug stocks, and one of the 2011 Dividend Aristocrats, a group of stocks that have increased their dividends for 25 years or more. It also shows up on a recent list of 10 Dividend Stocks for "30-Year" Investors.

Buffett maintained his 42.6 million-share stake in J&J in the most-recent quarter. The stock comprises 5.4% of the total Berkshire Hathaway portfolio and represents a 1.6% stake in J&J.

J&J also shows up in the portfolio of Tweedy Browne, which boosted its position in the stock by 3.9% in the most recently reported quarter to about 3 million shares, comprising 6.5% 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 $175.8 billion, a 2.3 short interest ratio and a P/E of 15.3.

Analyst Ratings: Of 22 analysts covering J&J, 12 rate it a buy, and 10 rate it a hold. TheStreet Ratings has a B buy rating on the stock.

More on Johnson & Johnson: J&J showed up on recent lists of 10 Hep C Stocks on Wall Street's Watch List and 12 Top Health Care Picks for Hedge Funds.

5. General Electric

General Electric (GE), which pays a quarterly dividend of 15 cents, yields 3.7%. It's one of the top-yielding industrial stocks.

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

GE also shows up in Renaissance Technologies' portfolio as of the most recently reported quarter.

Stock Overview: General Electric provides services ranging from aircraft engines, power generation, water processing and household appliances to medical imaging, business and consumer financing, media content and industrial products. It has a market cap of $171.5 billion and a 1.4 short interest ratio, and it trades at a P/E of 12.6.

Analyst Ratings: Of 11 analysts covering the stock, seven rate it a buy, and four 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 GE: GE was featured recently in "6 NFL Stocks to Kick Off the Season."

4. M&T Bank

M&T Bank (MTB) pays a quarterly dividend of 70 cents a share, for a current yield of 3.9%.

During the most recent quarter, Buffett maintained his 5.4 million-share position in M&T, which comprises 0.9% of the total portfolio.

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 $9 billion, a short ratio of 3.2 and a P/E of 10.2.

Analyst Ratings: Out of 20 analysts covering the stock, seven rate it a buy, and 13 rate it a hold. TheStreet Ratings rates M&T a B buy.

More on M&T Bank: M&T Shows up on a recent list of 10 Banks Growing Business Loans.

3. Sanofi

Sanofi (SNY), which yields 4%, pays an annual dividend of $1.32 a share. It's one of the highest-yielding drug stocks.

Buffett's 4.1 million-share position in Sanofi was unchanged from the previous quarter and comprises about 0.3% of the total Berkshire Hathaway 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 $88.9 billion, a short interest ratio of 0.4 and a P/E of 19.6.

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

More on Sanofi: Sanofi shows up on a recent list of 12 Top Health Care Picks for Hedge Funds.

2. ConocoPhillips

ConocoPhillips (COP) pays a quarterly dividend of 66 cents a share, for a current yield of 4%.

Buffett owns 29.1 million shares of Conoco, an unchanged position from the previous quarter. The stock comprises 4.2% of the total Berkshire Hathaway portfolio.

Conoco is also a top holding of D.E. Shaw and Tweedy Browne.

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 $91.7 billion, a 1.8 short interest ratio and a P/E of 8.4.

Analyst Ratings: Of 18 analysts covering the stock, nine rate it a buy, eight rate it a hold, and one rates 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.

1. GlaxoSmithKline

GlaxoSmithKline (GSK) remains Buffett's highest-yielder. The stock currently yields 5%. It's one of the 20 highest-yielding drug stocks.

Buffett maintained a 1.5 million-share position in GlaxoSmithKline in the most-recent quarter, comprising 0.1% 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 $106.6 billion, a 1.4 short ratio and a P/E of 20.7.

Analyst Ratings: Of 11 analysts covering the stock, four rate it a buy, and seven rate it a hold. TheStreet Ratings rates the stock a B- buy.

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

RELATED LINKS:

Follow Stockpickr on Twitter and become a fan on Facebook.