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Bill Gates

Bill & Melinda Gates Foundation Trust

Bill & Melinda Gates Foundation Trust Portfolio 13F

Bill Gates Holdings Activity

Portfolio value:
$17.80B≈
# of changes:
21
New positions:
21
Reported for:
30 Jun 2013 (Q2)
Latest filing date:
14 Aug 2013
Bill & Melinda Gates Foundation Trust has disclosed a total of 21 changes to the portfolio in the (2013 Q2) SEC report(s): bought 21 totally new position(s).

What stocks did Bill Gates buy in 2013 Q2?

During 2013 Q2 Bill Gates has bought 21 securities out of which top 5 purchases (by % change to portfolio) were (BRK-B) Berkshire Hathaway Inc (new buy), (KO) The Coca-Cola Company (new buy), (MCD) McDonalds Corp (new buy), (CAT) Caterpillar Inc (new buy) and (KOF) Coca-Cola Femsa SAB de CV ADR (new buy).

What did Bill Gates invest in during 2013 Q2?

Bill Gates's top 5 holdings (by % of portfolio) were (BRK-B) Berkshire Hathaway Inc (46.90%), (KO) The Coca-Cola Company (7.66%), (MCD) McDonalds Corp (5.49%), (CAT) Caterpillar Inc (4.99%) and (KOF) Coca-Cola Femsa SAB de CV ADR (4.90%).
In the 2013 Q2 report(s) the following changes have been made to the top investments: (BRK-B) Berkshire Hathaway Inc (new buy), (KO) The Coca-Cola Company (new buy), (MCD) McDonalds Corp (new buy), (CAT) Caterpillar Inc (new buy) and (KOF) Coca-Cola Femsa SAB de CV ADR (new buy).
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.