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

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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:

Financials 43.3%
Consumer Services 17.7%
Industrials 17.6%
Consumer Goods 11.3%
Oil & Gas 6%
Technology 2%
Basic Materials 1.9%
Health Care 0.2%



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 )

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 )

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 )

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 )

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.About GuruFocus: GuruFocus.com tracks the stocks picks and portfolio holdings of the world's best investors. This value investing site offers stock screeners and valuation tools. And publishes daily articles tracking the latest moves of the world's best investors. GuruFocus also provides promising stock ideas in 3 monthly newsletters sent to Premium Members .



The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.



This article appears in: Investing

Referenced Stocks: CX , TM , WMT

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