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 18 of 22 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 50.75% | Add +16.7% | 87,039,804 | $9.88B | $113.51 | No quote |
| 2 | KO | COCA COLA CO | 6.62% | - | 34,002,000 | $1.29B | $37.88 | No quote |
| 3 | MCD | MCDONALDS CORP | 4.88% | - | 9,872,500 | $949.83M | $96.21 | No quote |
| 4 | CAT | CATERPILLAR INC DEL | 4.61% | - | 10,760,857 | $897.13M | $83.37 | No quote |
| 5 | CNI | CANADIAN NATL RY CO | 4.46% | - | 8,563,437 | $868.08M | $101.37 | No quote |
| 6 | WMT | WAL-MART STORES INC | 4.22% | - | 11,103,000 | $821.18M | $73.96 | No quote |
| 7 | KOF | COCA COLA FEMSA SAB DE CV | 4.02% | - | 6,214,719 | $782.93M | $125.98 | No quote |
| 8 | WM | WASTE MGMT INC DEL | 3.95% | - | 18,633,672 | $768.45M | $41.24 | No quote |
| 9 | XOM | EXXON MOBIL CORP | 3.38% | - | 7,643,858 | $657.68M | $86.04 | No quote |
| 10 | TV | GRUPO TELEVISA SA | 2.42% | - | 16,879,103 | $471.77M | No quote | No quote |
| 11 | ECL | ECOLAB INC | 2.22% | - | 4,366,425 | $431.23M | $98.76 | No quote |
| 12 | CCI | CROWN CASTLE INTL CORP | 2.00% | - | 5,332,900 | $389.46M | $73.03 | No quote |
| 13 | FDX | FEDEX CORP | 1.77% | - | 3,024,999 | $345.18M | $114.11 | No quote |
| 14 | BP | BP PLC | 1.56% | Add +1.3% | 7,226,278 | $303.72M | $42.03 | No quote |
| 15 | LBTYA | LIBERTY GLOBAL PLC | 0.86% | - | 2,119,515 | $168.18M | $79.35 | No quote |
| 16 | PG | PROCTER & GAMBLE CO | 0.58% | - | 1,500,000 | $113.39M | $75.59 | No quote |
| 17 | APD | AIR PRODS & CHEMS INC | 0.53% | New | 963,279 | $102.66M | $106.57 | No quote |
| 18 | AN | AUTONATION INC | 0.51% | - | 1,898,716 | $99.06M | $52.17 | No quote |
| 19 | LBTYK | LIBERTY GLOBAL PLC | 0.27% | - | 706,507 | $53.29M | $75.43 | No quote |
| 20 | RSG | REPUBLIC SVCS INC | 0.23% | - | 1,350,000 | $45.04M | No quote | No quote |
| 21 | TM | TOYOTA MOTOR CORP | 0.10% | - | 153,300 | $19.63M | No quote | No quote |
| 22 | DMND | DIAMOND FOODS INC | 0.05% | - | 441,163 | $10.4M | No quote | No quote |