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 17 of 28 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 46.90% | Reduce -7.7% | 74,581,373 | $8.35B | $111.92 | No quote |
| 2 | KO | COCA COLA CO | 7.66% | - | 34,002,000 | $1.36B | $40.11 | No quote |
| 3 | MCD | MCDONALD S CORP | 5.49% | - | 9,872,500 | $977.38M | $99.00 | No quote |
| 4 | CAT | CATERPILLAR INC DEL | 4.99% | Add +4.9% | 10,760,857 | $887.66M | $82.49 | No quote |
| 5 | KOF | COCA COLA FEMSA SAB DE CV | 4.90% | - | 6,214,719 | $871.86M | $140.29 | No quote |
| 6 | CNI | CANADIAN NATL RY CO | 4.68% | - | 8,563,437 | $832.97M | $97.27 | No quote |
| 7 | WMT | WAL-MART STORES INC | 4.65% | - | 11,103,000 | $827.06M | $74.49 | No quote |
| 8 | WM | WASTE MGMT INC DEL | 4.22% | - | 18,633,672 | $751.5M | $40.33 | No quote |
| 9 | XOM | EXXON MOBIL CORP | 3.88% | - | 7,643,858 | $690.62M | $90.35 | No quote |
| 10 | TV | GRUPO TELEVISA SA | 2.36% | - | 16,879,103 | $419.28M | No quote | No quote |
| 11 | CCI | CROWN CASTLE INTL CORP | 2.17% | - | 5,332,900 | $386.05M | $72.39 | No quote |
| 12 | ECL | ECOLAB INC | 2.09% | - | 4,366,425 | $371.98M | $85.19 | No quote |
| 13 | FDX | FEDEX CORP | 1.68% | - | 3,024,999 | $298.2M | $98.58 | No quote |
| 14 | BP | BP PLC | 1.67% | Add +0.0% | 7,133,001 | $297.73M | $41.74 | No quote |
| 15 | LBTYA | LIBERTY GLOBAL PLC | 0.88% | New | 2,119,515 | $157.01M | $74.08 | No quote |
| 16 | PG | PROCTER & GAMBLE CO | 0.65% | - | 1,500,000 | $115.49M | $76.99 | No quote |
| 17 | AN | AUTONATION INC | 0.46% | - | 1,898,716 | $82.39M | $43.39 | No quote |
| 18 | LBTYK | LIBERTY GLOBAL PLC | 0.27% | New | 706,507 | $47.97M | $67.89 | No quote |
| 19 | RSG | REPUBLIC SVCS INC | 0.26% | - | 1,350,000 | $45.82M | No quote | No quote |
| 20 | TM | TOYOTA MOTOR CORP | 0.10% | - | 153,300 | $18.5M | No quote | No quote |
| 21 | DMND | DIAMOND FOODS INC | 0.05% | - | 441,163 | $9.15M | No quote | No quote |
| 28 | WSH | WILLIS GROUP HOLDINGS PUBLIC SHS | - | Sold | 0 | $0 | No quote | No quote |
| 27 | SIG | SIGNET JEWELERS LIMITED SHS | - | Sold | 0 | $0 | No quote | No quote |
| 26 | ORBK | ORBOTECH LTD ORD | - | Sold | 0 | $0 | No quote | No quote |
| 25 | LBTYK | LIBERTY GLOBAL INC COM SER C | - | Sold | 0 | $0 | No quote | No quote |
| 24 | LBTYA | LIBERTY GLOBAL INC COM SER A | - | Sold | 0 | $0 | No quote | No quote |
| 23 | FMX | FOMENTO ECONOMICO MEX S SPON ADR UNITS | - | Sold | 0 | $0 | No quote | No quote |
| 22 | ALV | AUTOLIV INC COM | - | Sold | 0 | $0 | No quote | No quote |