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 20 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 48.61% | Reduce -6.1% | 77,039,804 | $9.63B | $124.97 | No quote |
| 2 | KO | COCA COLA CO | 6.64% | - | 34,002,000 | $1.31B | $38.66 | No quote |
| 3 | CAT | CATERPILLAR INC | 5.65% | - | 11,260,857 | $1.12B | $99.37 | No quote |
| 4 | MCD | MCDONALDS CORP | 5.38% | - | 10,872,500 | $1.07B | $98.03 | No quote |
| 5 | CNI | CANADIAN NATL RY CO | 4.86% | - | 17,126,874 | $962.87M | $56.22 | No quote |
| 6 | WMT | WAL-MART STORES INC | 4.48% | - | 11,603,000 | $886.82M | $76.43 | No quote |
| 7 | XOM | EXXON MOBIL CORP | 4.02% | - | 8,143,858 | $795.49M | $97.68 | No quote |
| 8 | WM | WASTE MGMT INC DEL | 3.96% | - | 18,633,672 | $783.92M | $42.07 | No quote |
| 9 | KOF | COCA COLA FEMSA SAB | 3.31% | - | 6,214,719 | $655.78M | $105.52 | No quote |
| 10 | TV | GRUPO TELEVISA SA | 2.84% | - | 16,879,103 | $561.91M | No quote | No quote |
| 11 | ECL | ECOLAB INC | 2.38% | - | 4,366,425 | $471.53M | $107.99 | No quote |
| 12 | FDX | FEDEX CORP | 2.02% | - | 3,024,999 | $400.99M | $132.56 | No quote |
| 13 | CCI | CROWN CASTLE INTL CORP | 1.99% | - | 5,332,900 | $393.46M | $73.78 | No quote |
| 14 | BP | BP PLC | 1.78% | - | 7,315,267 | $351.86M | $48.10 | No quote |
| 15 | LBTYK | LIBERTY GLOBAL PLC | 0.73% | Add +400.0% | 3,532,529 | $143.81M | $40.71 | No quote |
| 16 | AN | AUTONATION INC | 0.51% | - | 1,898,716 | $101.07M | $53.23 | No quote |
| 17 | LBTYA | LIBERTY GLOBAL PLC | 0.45% | - | 2,119,515 | $88.17M | $41.60 | No quote |
| 18 | RSG | REPUBLIC SVCS INC | 0.23% | - | 1,350,000 | $46.12M | No quote | No quote |
| 19 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.16% | New | 3,060,500 | $30.85M | $10.08 | No quote |
| 20 | TTF | THAI FUND INC | 0.01% | New | 274,254 | $2.97M | No quote | No quote |