Today, we're looking at Warren Buffett's Berkshire Hathaway's (BRK-B) decision to sell Apple (AAPL) shares while adding UnitedHealth Group (UNH) shares. Editor's note: This post was updated to reflect the proper name for UnitedHealth Group.

The icing on the cake for Warren Buffett is the delectable yield Berkshire is netting annually from its Coca-Cola position. With a minuscule cost basis in Coca-Cola of $3.2475 per share, Berkshire Hathaway is securing a nearly 63% annual yield on cost. There's no reason for Buffett or his team to ever sell this stake in Coca-Cola.

Tedlow asks, “If that Wall Street firm called Buffett and said, ‘Warren, do you think it’s time to get rid of Tim Cook,’ what do you think Warren would say?”

Tim Cook signs the box of a new iPhone X at an Apple Store in Palo Alto in November 2017. The highly anticipated iPhone X went on sale around the world that day.