Bill & Melinda Gates Foundation Trust
As of Q2 2026, Bill & Melinda Gates Foundation Trust reported 24 long-equity positions worth $34.42B in aggregate.
Copy-investor backtest
- Latest quarter
- +4.27%
- 1-year
- +14.42%
- 3-year
- +50.53%
- 5-year
- +73.32%
- 3-year vs S&P 500
- -22.71%
- 5-year vs S&P 500
- -0.37%
- 5-year top 5
- +85.31%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-08-14 from SEC 13F data.
Live quotes available for 24 of 24 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 21.35% | Reduce -13.8% | 14,689,844 | $7.35B | $500.39 | |
| 2 | CAT | CATERPILLAR INC | 19.65% | - | 6,353,614 | $6.77B | $1064.90 | |
| 3 | CNI | CANADIAN NATL RY CO | 17.95% | - | 51,826,786 | $6.18B | $119.24 | |
| 4 | WM | WASTE MGMT INC DEL | 17.30% | Reduce -3.3% | 26,720,744 | $5.96B | $222.88 | |
| 5 | DE | DEERE & CO | 6.55% | - | 3,557,378 | $2.26B | $634.33 | |
| 6 | ECL | ECOLAB INC | 4.22% | - | 5,218,044 | $1.45B | $278.61 | |
| 7 | WMT | WALMART INC | 2.76% | - | 8,390,477 | $950.31M | $113.26 | |
| 8 | FDX | FEDEX CORP | 2.17% | Reduce -19.4%1.241:1 split | 2,384,362 | $746.62M | $313.13 | |
| 9 | KOF | COCA-COLA FEMSA SAB DE CV | 1.92% | - | 6,214,719 | $660.31M | $106.25 | |
| 10 | HD | HOME DEPOT INC | 1.02% | New | 1,000,000 | $352.68M | $352.68 | |
| 11 | WCN | WASTE CONNECTIONS INC | 0.99% | - | 2,039,175 | $339.91M | $166.69 | |
| 12 | MSGS | MADISON SQUARE GRDN SPRT COR | 0.69% | - | 592,406 | $238.05M | $401.84 | |
| 13 | FDXF | FEDEX FGHT HLDG CO INC | 0.52% | New | 1,192,181 | $180.02M | $151.00 | No quote |
| 14 | CPNG | COUPANG INC | 0.47% | - | 9,248,045 | $160.64M | $17.37 | |
| 15 | WST | WEST PHARMACEUTICAL SVSC INC | 0.46% | - | 444,500 | $159.58M | $359.00 | |
| 16 | BUD | ANHEUSER BUSCH INBEV SA NV | 0.41% | - | 1,703,000 | $140.33M | $82.40 | |
| 17 | PCAR | PACCAR INC | 0.35% | - | 1,000,000 | $120.12M | $120.12 | |
| 18 | SDGR | SCHRODINGER INC | 0.33% | - | 6,981,664 | $113.45M | $16.25 | |
| 19 | MCD | MCDONALDS CORP | 0.26% | - | 334,900 | $90.53M | $270.31 | |
| 20 | DHR | DANAHER CORP DEL | 0.21% | - | 373,000 | $71.05M | $190.48 | |
| 21 | KHC | KRAFT HEINZ CO | 0.17% | - | 2,472,600 | $58.4M | $23.62 | |
| 22 | HRL | HORMEL FOODS CORP | 0.15% | - | 2,085,290 | $51.76M | $24.82 | |
| 23 | ONON | ON HLDG AG | 0.05% | - | 500,000 | $17.71M | $35.42 | |
| 24 | VLTO | VERALTO CORP | 0.03% | - | 124,333 | $11.03M | $88.68 |