May 16 - Warren Buffett ( Trades , Portfolio )'s Berkshire Hathaway ( NYSE:BRK.B ) trimmed its bank holdings and ramped up its stake in Constellation Brands ( NYSE:STZ ) in the first quarter, according to a filing with the SEC.

The conglomerate exited its remaining 14.6 million shares of Citigroup ( NYSE:C ) and 40.2 million shares of Nubank ( NYSE:NU ). It also pared back Bank of America ( NYSE:BAC ) to 631.6 million shares from 680.2 million, cut Capital One Financial (COF) to 7.15 million shares from 7.45 million, and trimmed DaVita ( NYSE:DVA ) to 35.1 million from 36.1 million.

On the buy side, Berkshire nearly doubled its Constellation Brands position to 12 million shares, valued at $2.2 billion on March 31. It lifted its VeriSign ( NASDAQ:VRSN ) stake to 13.3 million shares, worth $3.37 billion, and boosted Pool Corp. ( NASDAQ:POOL ) to 1.46 million shares from 0.6 million.

Notably, the firm left its Apple ( NASDAQ:AAPL ) holding unchanged at 300 million shares, valued at $66.6 billion. The moves reflect Buffett's cautious repositioning amid shifting financial and consumer trends.

This article first appeared on GuruFocus .