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Bill Gates - Bill & Melinda Gates Foundation Trust 13F Activity & Position Changes (Q4 2013)

As of Dec 31, 2013, the Bill & Melinda Gates Foundation Trust portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q4 2013, the filing reported:

New Buys - None reported

Increases - BP p.l.c., Caterpillar, Inc., Canadian National Railway Compa, McDonald's Corporation, Walmart Inc., and 1 more

Reductions - Berkshire Hathaway Inc. New

Complete Exits - Air Products and Chemicals, Inc, Procter & Gamble Company (The), Toyota Motor Corporation

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2013	APD Air Products and Chemicals, Inc	Air Products and Chemicals, Inc	Sell - Position Exit	-963,279	-100.0%	$0.00	-
Q4 2013	BP BP p.l.c.	BP p.l.c.	Buy	+88,989	+1.2%	$355.60K	7,315,267
Q4 2013	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-5,000,000	-5.7%	$9.73M	82,039,804
Q4 2013	CAT Caterpillar, Inc.	Caterpillar, Inc.	Buy	+500,000	+4.6%	$1.02M	11,260,857
Q4 2013	CNI Canadian National Railway Compa	Canadian National Railway Compa	Buy	+8,563,437	+100.0%	$976.57K	17,126,874
Q4 2013	MCD McDonald's Corporation	McDonald's Corporation	Buy	+1,000,000	+10.1%	$1.05M	10,872,500
Q4 2013	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Sell - Position Exit	-1,500,000	-100.0%	$0.00	-
Q4 2013	TM Toyota Motor Corporation	Toyota Motor Corporation	Sell - Position Exit	-153,300	-100.0%	$0.00	-
Q4 2013	WMT Walmart Inc.	Walmart Inc.	Buy	+500,000	+4.5%	$913.04K	11,603,000
Q4 2013	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+500,000	+6.5%	$824.16K	8,143,858