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Bill Gates - Bill & Melinda Gates Foundation Trust 13F Activity & Position Changes (Q4 2014)

As of Dec 31, 2014, 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 2014, the filing reported:

New Buys - Crown Castle Inc., United Parcel Service, Inc., Walgreens Boots Alliance, Inc.

Increases - None reported

Reductions - Berkshire Hathaway Inc. New

Complete Exits - Coca-Cola Company (The), McDonald's Corporation, Exxon Mobil 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 2014	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-5,000,000	-6.0%	$11.81M	78,625,314
Q4 2014	CCI Crown Castle Inc.	Crown Castle Inc.	Buy - Position Entry	+5,332,900	-	$419.70K	5,332,900
Q4 2014	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Sell - Position Exit	-21,429,710	-100.0%	$0.00	-
Q4 2014	MCD McDonald's Corporation	McDonald's Corporation	Sell - Position Exit	-10,872,500	-100.0%	$0.00	-
Q4 2014	UPS United Parcel Service, Inc.	United Parcel Service, Inc.	Buy - Position Entry	+4,525,329	-	$503.08K	4,525,329
Q4 2014	WBA Walgreens Boots Alliance, Inc.	Walgreens Boots Alliance, Inc.	Buy - Position Entry	+3,475,398	-	$264.82K	3,475,398
Q4 2014	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell - Position Exit	-8,143,858	-100.0%	$0.00	-