Latest Picks From Bill Gates Foundation: TM, WMT, CX, Sells Berkshire Hathaway Inc.

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Aug 15, 2012
This is the latest stock picks from Bill & Melinda Gates Foundation Trust. The foundation’s portfolio is run by Michael Larson. As of 06/30/2012, Bill & Melinda Gates Foundation Trust owns 27 stocks with a total value of $15.6 billion.

These are the details of the buys and sells.

  • New Purchases: TM,
  • Added Positions: WMT, CX,
  • Reduced Positions: BRK.B,
For the details of Bill Gates's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Bill+Gates

This is the sector weightings of his portfolio:

Financials43.3%
Consumer Services17.7%
Industrials17.6%
Consumer Goods11.3%
Oil & Gas6%
Technology2%
Basic Materials1.9%
Health Care0.2%


These are the top 5 holdings of Bill Gates

  1. Berkshire Hathaway Inc. (BRK.B) - 81,204,077 shares, 43.3% of the total portfolio. Shares reduced by 5.8%
  2. The Coca-Cola Company (KO) - 23,364,000 shares, 5.8% of the total portfolio.
  3. McDonald's Corporation (MCD) - 9,872,500 shares, 5.6% of the total portfolio.
  4. Caterpillar Inc. (CAT) - 10,090,400 shares, 5.5% of the total portfolio.
  5. Coca-Cola FEMSA, S.A.B. De C.V. (ADR) (KOF) - 6,214,719 shares, 5.2% of the total portfolio.


New Purchase: Toyota Motor Corporation (adr) (TM, Financial)

Bill Gates initiated holdings in Toyota Motor Corporation (adr). His purchase prices were between $74.48 and $86.63, with an estimated average price of $78.97. The impact to his portfolio due to this purchase was 0.08%. His holdings were 153,300 shares as of 06/30/2012.

Added: Wal-mart Stores, Inc. (WMT, Financial)

Bill Gates added to his holdings in Wal-mart Stores, Inc. by 8.72%. His purchase prices were between $57.77 and $68.86, with an estimated average price of $62.97. The impact to his portfolio due to this purchase was 0.38%. His holdings were 10,603,000 shares as of 06/30/2012.

Added: Cemex Sab De Cv (adr) (CX, Financial)

Bill Gates added to his holdings in Cemex Sab De Cv (adr) by 4%. His purchase prices were between $4.99 and $7.76, with an estimated average price of $6.27. The impact to his portfolio due to this purchase was 0.01%. His holdings were 6,566,511 shares as of 06/30/2012.

Reduced: Berkshire Hathaway Inc. (BRK.B, Financial)

Bill Gates reduced to his holdings in Berkshire Hathaway Inc. by 5.8%. His sale prices were between $78.39 and $82.95, with an estimated average price of $80.47. The impact to his portfolio due to this sale was -2.57%. Bill Gates still held 81,204,077 shares as of 06/30/2012.

Here is the complete portfolio of Bill Gates. Also check out the Undervalued Stocks, Top Growth Companies, and High Yield stocks of Bill Gates.