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Focused investors/Bill & Melinda Gates Foundation Trust

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.

1BRK-BBERKSHIRE HATHAWAY INC DEL21.35%Reduce -13.8%14,689,844$7.35B$500.3952w: $455.19 - $516.85; reported $500.39
2CATCATERPILLAR INC19.65%-6,353,614$6.77B$1064.9052w: $384.25 - $1073.46; reported $1064.90
3CNICANADIAN NATL RY CO17.95%-51,826,786$6.18B$119.2452w: $90.74 - $122.45; reported $119.24
4WMWASTE MGMT INC DEL17.30%Reduce -3.3%26,720,744$5.96B$222.8852w: $194.11 - $248.13; reported $222.88
5DEDEERE & CO6.55%-3,557,378$2.26B$634.3352w: $433.00 - $674.19; reported $634.33
6ECLECOLAB INC4.22%-5,218,044$1.45B$278.6152w: $243.15 - $309.27; reported $278.61
7WMTWALMART INC2.76%-8,390,477$950.31M$113.2652w: $94.23 - $135.16; reported $113.26
8FDXFEDEX CORP2.17%Reduce -19.4%1.241:1 split2,384,362$746.62M$313.1352w: $174.13 - $413.87; reported $313.13
9KOFCOCA-COLA FEMSA SAB DE CV1.92%-6,214,719$660.31M$106.2552w: $80.22 - $116.36; reported $106.25
10HDHOME DEPOT INC1.02%New1,000,000$352.68M$352.6852w: $289.10 - $426.75; reported $352.68
11WCNWASTE CONNECTIONS INC0.99%-2,039,175$339.91M$166.6952w: $146.89 - $191.91; reported $166.69
12MSGSMADISON SQUARE GRDN SPRT COR0.69%-592,406$238.05M$401.8452w: $188.59 - $403.05; reported $401.84
13FDXFFEDEX FGHT HLDG CO INC0.52%New1,192,181$180.02M$151.00No quote
14CPNGCOUPANG INC0.47%-9,248,045$160.64M$17.3752w: $14.92 - $34.08; reported $17.37
15WSTWEST PHARMACEUTICAL SVSC INC0.46%-444,500$159.58M$359.0052w: $206.80 - $359.66; reported $359.00
16BUDANHEUSER BUSCH INBEV SA NV0.41%-1,703,000$140.33M$82.4052w: $56.97 - $85.56; reported $82.40
17PCARPACCAR INC0.35%-1,000,000$120.12M$120.1252w: $92.25 - $131.88; reported $120.12
18SDGRSCHRODINGER INC0.33%-6,981,664$113.45M$16.2552w: $10.95 - $23.75; reported $16.25
19MCDMCDONALDS CORP0.26%-334,900$90.53M$270.3152w: $264.54 - $341.75; reported $270.31
20DHRDANAHER CORP DEL0.21%-373,000$71.05M$190.4852w: $160.93 - $242.80; reported $190.48
21KHCKRAFT HEINZ CO0.17%-2,472,600$58.4M$23.6252w: $21.04 - $29.19; reported $23.62
22HRLHORMEL FOODS CORP0.15%-2,085,290$51.76M$24.8252w: $19.70 - $31.86; reported $24.82
23ONONON HLDG AG0.05%-500,000$17.71M$35.4252w: $31.41 - $55.95; reported $35.42
24VLTOVERALTO CORP0.03%-124,333$11.03M$88.6852w: $80.03 - $110.11; reported $88.68