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
- +4.64%
- 1-year
- +14.45%
- 3-year
- +50.42%
- 5-year
- +73.08%
- 3-year vs S&P 500
- -22.83%
- 5-year vs S&P 500
- -0.61%
- 5-year top 5
- +84.86%
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 2026-09-19 from SEC 13F data.
Live quotes available for 19 of 26 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 46.48% | - | 80,831,373 | $8.42B | $104.20 | No quote |
| 2 | KO | COCA COLA CO COM | 7.59% | - | 34,002,000 | $1.38B | $40.44 | No quote |
| 3 | KOF | COCA COLA FEMSA SAB DE CV SPON ADR REP L | 5.62% | - | 6,214,719 | $1.02B | $163.77 | No quote |
| 4 | MCD | MCDONALDS CORP COM | 5.43% | - | 9,872,500 | $984.19M | $99.69 | No quote |
| 5 | CAT | CATERPILLAR INC DEL COM | 4.93% | - | 10,260,857 | $892.39M | $86.97 | No quote |
| 6 | CNI | CANADIAN NATL RY CO COM | 4.74% | - | 8,563,437 | $858.91M | $100.30 | No quote |
| 7 | WMT | WAL-MART STORES INC COM | 4.59% | - | 11,103,000 | $830.84M | $74.83 | No quote |
| 8 | WM | WASTE MGMT INC COM | 4.03% | - | 18,633,672 | $730.63M | $39.21 | No quote |
| 9 | XOM | EXXON MOBIL CORP COM | 3.80% | - | 7,643,858 | $688.79M | $90.11 | No quote |
| 10 | TV | GRUPO TELEVISA SA SPON ADR REP ORD | 2.48% | - | 16,879,103 | $449.15M | No quote | No quote |
| 11 | CCI | CROWN CASTLE INTL CORP COM | 2.05% | - | 5,332,900 | $371.38M | $69.64 | No quote |
| 12 | ECL | ECOLAB INC COM | 1.93% | - | 4,366,425 | $350.1M | $80.18 | No quote |
| 13 | BP | BP PLC SPONSORED ADR | 1.67% | - | 7,133,000 | $302.08M | $42.35 | No quote |
| 14 | FDX | FEDEX CORP COM | 1.64% | - | 3,024,999 | $297.06M | $98.20 | No quote |
| 15 | LBTYA | LIBERTY GLOBAL INC COM SER A | 0.86% | - | 2,119,515 | $155.57M | $73.40 | No quote |
| 16 | PG | PROCTER & GAMBLE CO COM | 0.64% | - | 1,500,000 | $115.59M | $77.06 | No quote |
| 17 | AN | AUTONATION INC COM | 0.46% | - | 1,898,716 | $83.07M | $43.75 | No quote |
| 18 | LBTYK | LIBERTY GLOBAL INC COM SER C | 0.27% | - | 706,507 | $48.49M | $68.63 | No quote |
| 19 | RSG | REPUBLIC SVCS INC COM | 0.25% | - | 1,350,000 | $44.55M | No quote | No quote |
| 20 | FMX | FOMENTO ECONOMICO MEX S SPON ADR UNITS | 0.14% | - | 218,000 | $24.74M | $113.50 | No quote |
| 21 | WSH | WILLIS GROUP HOLDINGS PUBLIC SHS | 0.13% | - | 602,700 | $23.8M | No quote | No quote |
| 22 | TM | TOYOTA MOTOR CORP SP ADR REP2COM | 0.09% | - | 153,300 | $15.74M | No quote | No quote |
| 23 | SIG | SIGNET JEWELERS LIMITED SHS | 0.07% | - | 187,130 | $12.54M | No quote | No quote |
| 24 | ALV | AUTOLIV INC COM | 0.05% | - | 123,600 | $8.55M | $69.14 | No quote |
| 25 | ORBK | ORBOTECH LTD ORD | 0.05% | - | 823,300 | $8.3M | No quote | No quote |
| 26 | DMND | DIAMOND FOODS INC COM | 0.04% | - | 441,163 | $7.44M | No quote | No quote |