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 16 of 22 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 48.51% | Reduce -5.7% | 82,039,804 | $9.73B | $118.56 | No quote |
| 2 | KO | COCA COLA CO | 7.01% | - | 34,002,000 | $1.4B | $41.31 | No quote |
| 3 | MCD | MCDONALD S CORP | 5.26% | Add +10.1% | 10,872,500 | $1.05B | $97.03 | No quote |
| 4 | CAT | CATERPILLAR INC DEL | 5.10% | Add +4.7% | 11,260,857 | $1.02B | $90.81 | No quote |
| 5 | CNI | CANADIAN NATL RY CO | 4.87% | Add +100.0% | 17,126,874 | $976.57M | $57.02 | No quote |
| 6 | WMT | WAL-MART STORES INC | 4.55% | Add +4.5% | 11,603,000 | $913.04M | $78.69 | No quote |
| 7 | WM | WASTE MANAGEMENT INC DEL | 4.17% | - | 18,633,672 | $836.09M | $44.87 | No quote |
| 8 | XOM | EXXON MOBIL CORP | 4.11% | Add +6.5% | 8,143,858 | $824.16M | $101.20 | No quote |
| 9 | KOF | COCA COLA FEMSA SAB DE CV | 3.77% | - | 6,214,719 | $756.77M | $121.77 | No quote |
| 10 | TV | GRUPO TELEVISA SA | 2.55% | - | 16,879,103 | $510.76M | No quote | No quote |
| 11 | ECL | ECOLAB INC | 2.27% | - | 4,366,425 | $455.29M | $104.27 | No quote |
| 12 | FDX | FEDEX CORP | 2.17% | - | 3,024,999 | $434.9M | $143.77 | No quote |
| 13 | CCI | CROWN CASTLE INTL CORP | 1.95% | - | 5,332,900 | $391.6M | $73.43 | No quote |
| 14 | BP | BP PLC | 1.77% | Add +1.2% | 7,315,267 | $355.6M | $48.61 | No quote |
| 15 | LBTYA | LIBERTY GLOBAL PLC | 0.94% | - | 2,119,515 | $188.62M | $88.99 | No quote |
| 16 | AN | AUTONATION INC | 0.47% | - | 1,898,716 | $94.35M | $49.69 | No quote |
| 17 | LBTYK | LIBERTY GLOBAL PLC | 0.30% | - | 706,507 | $59.57M | $84.32 | No quote |
| 18 | RSG | REPUBLIC SVCS INC | 0.22% | - | 1,350,000 | $44.82M | No quote | No quote |
| 22 | TM | TOYOTA MOTOR CORP | - | Sold | 0 | $0 | No quote | No quote |
| 21 | PG | PROCTER & GAMBLE CO | - | Sold | 0 | $0 | No quote | No quote |
| 20 | DMND | DIAMOND FOODS INC | - | Sold | 0 | $0 | No quote | No quote |
| 19 | APD | AIR PRODS & CHEMS INC | - | Sold | 0 | $0 | No quote | No quote |