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Vitaliy Katsenelson
GuruFocus
Articles  | Author's Website |

Bill Gates Foundation Buys McDonald's, Exxon Mobil, Caterpillar Inc, Sells Procter & Gamble, Air Products & Chemicals

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.  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.

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
 

  1. Berkshire Hathaway Inc (BRK.B) - 82,039,804 shares, 48.5% of the total portfolio. Shares reduced by 5.74%
  2. Coca-Cola Co (KO) - 34,002,000 shares, 7.0% of the total portfolio.
  3. McDonald's Corporation (MCD) - 10,872,500 shares, 5.3% of the total portfolio. Shares added by 10.13%
  4. Caterpillar Inc (CAT) - 11,260,857 shares, 5.1% of the total portfolio. Shares added by 4.65%
  5. Canadian National Railway Co (CNI) - 17,126,874 shares, 4.9% of the total portfolio.
     

Added: McDonald's Corporation (NYSE:MCD)

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 (NYSE:XOM)

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 (NYSE:CAT)

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 (NYSE:WMT)

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 (NYSE:PG)

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 (NYSE:APD)

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 (NYSE:TM)

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. (NASDAQ:DMND)

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.

Here is the complete portfolio of Bill Gates

About the author:

GuruFocus

Vitaliy N. Katsenelson, CFA, is Chief Investment Officer at Investment Management Associates in Denver, Colo. He is the author of The Little Book of Sideways Markets (Wiley, December 2010). To receive Vitaliy’s future articles by email or read his articles click here.
Investment Management Associates Inc. is a value investing firm based in Denver, Colorado. Its main focus is on growing and preserving wealth for private investors and institutions while adhering to a disciplined value investment process, as detailed in Vitaliy’s book Active Value Investing (Wiley, 2007).


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