Bill & Melinda Gates Foundation Trust has reported its fourth quarter portfolio. The foundation portfolio usually invests in blue chips that are traded at reasonable prices. Â It buys McDonald's, Exxon Mobil, Caterpillar Inc, Wal-Mart etc, sells Procter & Gamble Co, Air Products & Chemicals Inc, Toyota Motor Corp, Diamond Foods, Inc. during the 3-months ended 12/31/2013, according to the most recent filings of his investment company, Bill & Melinda Gates Foundation Trust. As of 12/31/2013, Bill & Melinda Gates Foundation Trust owns 18 stocks with a total value of $20.1 billion. These are the details of the buys and sells.
- Added Positions: MCD, XOM, CAT, WMT,
- Reduced Positions:Â BRK.B,
- Sold Out: PG, APD, TM, DMND,
For the details of Bill Gates's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Bill+Gates
These are the top 5 holdings of Bill Gates
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- Berkshire Hathaway Inc (BRK.B) - 82,039,804 shares, 48.5% of the total portfolio. Shares reduced by 5.74%
- Coca-Cola Co (KO) - 34,002,000 shares, 7.0% of the total portfolio.
- McDonald's Corporation (MCD) - 10,872,500 shares, 5.3% of the total portfolio. Shares added by 10.13%
- Caterpillar Inc (CAT) - 11,260,857 shares, 5.1% of the total portfolio. Shares added by 4.65%
- Canadian National Railway Co (CNI) - 17,126,874 shares, 4.9% of the total portfolio.
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Added: McDonald's Corporation (MCD, Financial)
Bill Gates added to his holdings in McDonald's Corporation by 10.13%. His purchase prices were between $93.27 and $98.92, with an estimated average price of $96.07. The impact to his portfolio due to this purchase was 0.49%. His holdings were 10,872,500 shares as of 12/31/2013.
Added: Exxon Mobil Corporation (XOM, Financial)
Bill Gates added to his holdings in Exxon Mobil Corporation by 6.54%. His purchase prices were between $85.16 and $101.51, with an estimated average price of $92.42. The impact to his portfolio due to this purchase was 0.25%. His holdings were 8,143,858 shares as of 12/31/2013.
Added: Caterpillar Inc (CAT, Financial)
Bill Gates added to his holdings in Caterpillar Inc by 4.65%. His purchase prices were between $82.12 and $91.15, with an estimated average price of $85.32. The impact to his portfolio due to this purchase was 0.23%. His holdings were 11,260,857 shares as of 12/31/2013.
Added: Wal-Mart Stores Inc (WMT, Financial)
Bill Gates added to his holdings in Wal-Mart Stores Inc by 4.5%. His purchase prices were between $71.87 and $81.21, with an estimated average price of $77.52. The impact to his portfolio due to this purchase was 0.2%. His holdings were 11,603,000 shares as of 12/31/2013.
Sold Out: Procter & Gamble Co (PG, Financial)
Bill Gates sold out his holdings in Procter & Gamble Co. His sale prices were between $75.65 and $85.41, with an estimated average price of $81.56.
Sold Out: Air Products & Chemicals Inc (APD, Financial)
Bill Gates sold out his holdings in Air Products & Chemicals Inc. His sale prices were between $102.58 and $113.66, with an estimated average price of $108.95.
Sold Out: Toyota Motor Corp (TM, Financial)
Bill Gates sold out his holdings in Toyota Motor Corp. His sale prices were between $118.61 and $131.65, with an estimated average price of $125.74.
Sold Out: Diamond Foods, Inc. (DMND, Financial)
Bill Gates sold out his holdings in Diamond Foods, Inc.. His sale prices were between $20.78 and $26.05, with an estimated average price of $23.92.
