Bill Gates’s Coca-Cola KO Stock Holding History

Bill Gates’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-21,429,710	Closed	-$914M	–	20
2014 Q3	$914M	Sell	21,429,710 -12,572,290	-37%	-$520M	4.21%	5
2014 Q2	$1.44B	Hold	34,002,000	–	–	7.21%	2
2014 Q1	$1.31B	Hold	34,002,000	–	–	6.64%	2
2013 Q4	$1.4B	Hold	34,002,000	–	–	7.01%	2
2013 Q3	$1.29B	Hold	34,002,000	–	–	6.62%	2
2013 Q2	$1.36B	Buy	+34,002,000	New	+$1.41B	7.66%	2

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bill Gates's KO Position: Q4 2014 in Review

Bill Gates sold out of Coca-Cola (KO) in Q4 2014, closing a stake of 21,429,710 shares — an estimated $914M sold.

Bill Gates first reported a position in KO in Q2 2013 and held it in 6 quarters. The position peaked at $1.44B in Q2 2014. 1,651 funds tracked by Wall St. Rank hold KO as of Q4 2014.

Bill Gates reported no remaining Coca-Cola position as of Q4 2014 after selling out during the quarter.
Bill Gates sold 21,429,710 Coca-Cola shares in Q4 2014, an estimated $914M.
Bill Gates first reported a position in Coca-Cola in Q2 2013 and held it in 6 quarters.
Bill Gates's Coca-Cola position peaked at $1.44B in Q2 2014.
1,651 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2014.

Based on Gates Foundation Trust's 13F filing for Q4 2014, filed 13 Feb 2015.