13F filing recap · Q2 2008

What did Bill & Melinda Gates Foundation Trust buy in Q2 2008?

Reported stock-position changes between this filing and the previous one.

Stock value

$9.17B

Positions

Estimated turnover

4.3%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

DKSDick'S Sporting Goods, Inc.$18.63Mreported value+1.05M shares CROXCrocs, Inc.$8.01Mreported value+1.00M shares BOFLBank of Florida Corporation$1.58Mreported value+217.4K shares

Increased positions

CNICanadian National Railway Company$377.41Mreported value+400.0K shares+5.4%MCDMcdonald’s Corporation$273.65Mreported value+550.0K shares+12.7%KOFCoca Cola Femsa Sab De Cv$231.77Mreported value+328.9K shares+8.7%FDXFedex Corporation$120.16Mreported value+250.0K shares

Reduced positions

BRK.BBerkshire Hathaway Inc$3.81Breported value-25.0K shares-2.6%ADMArcher-Daniels-Midland Co$73.48Mreported value-2.18M shares-50.0%