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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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| BRK-B | BERKSHIRE HATHAWAY INC DEL | Reduce -13.8% | 21.35% | 14,689,844 | $7.35B | $500.39 | $464.01 - $500.56(100%)$478.50 -> $499.99 |
| WM | WASTE MGMT INC DEL | Reduce -3.3% | 17.30% | 26,720,744 | $5.96B | $222.88 | $210.12 - $236.12(49%)$231.00 -> $222.88 |
| FDX | FEDEX CORP | Reduce -19.4%1.241:1 split | 2.17% | 2,384,362 | $746.62M | $313.13 | $284.85 - $413.87(22%)$289.53 -> $313.10 |