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 | 45.66% | Reduce -6.5% | 72,039,804 | $9.12B | $126.56 | No quote |
| 2 | KO | COCA COLA CO | 7.21% | - | 34,002,000 | $1.44B | $42.36 | No quote |
| 3 | CAT | CATERPILLAR INC DEL | 6.13% | - | 11,260,857 | $1.22B | $108.67 | No quote |
| 4 | CNI | CANADIAN NATL RY CO | 5.58% | - | 17,126,874 | $1.11B | $65.02 | No quote |
| 5 | MCD | MCDONALDS CORP | 5.49% | - | 10,872,500 | $1.1B | $100.74 | No quote |
| 6 | WMT | WAL-MART STORES INC | 4.36% | - | 11,603,000 | $871.04M | $75.07 | No quote |
| 7 | WM | WASTE MGMT INC DEL | 4.17% | - | 18,633,672 | $833.48M | $44.73 | No quote |
| 8 | XOM | EXXON MOBIL CORP | 4.11% | - | 8,143,858 | $819.92M | $100.68 | No quote |
| 9 | KOF | COCA COLA FEMSA SAB DE CV | 3.54% | - | 6,214,719 | $706.12M | $113.62 | No quote |
| 10 | TV | GRUPO TELEVISA SA | 2.90% | - | 16,879,103 | $579.12M | No quote | No quote |
| 11 | ECL | ECOLAB INC | 2.43% | - | 4,366,425 | $486.16M | $111.34 | No quote |
| 12 | FDX | FEDEX CORP | 2.29% | - | 3,024,999 | $457.92M | $151.38 | No quote |
| 13 | CCI | CROWN CASTLE INTL CORP | 1.98% | - | 5,332,900 | $396.02M | $74.26 | No quote |
| 14 | BP | BP PLC | 1.93% | - | 7,315,267 | $385.88M | $52.75 | No quote |
| 15 | LBTYK | LIBERTY GLOBAL PLC | 0.75% | - | 3,532,529 | $149.46M | $42.31 | No quote |
| 16 | AN | AUTONATION INC | 0.57% | - | 1,898,716 | $113.32M | $59.68 | No quote |
| 17 | LBTYA | LIBERTY GLOBAL PLC | 0.47% | - | 2,119,515 | $93.73M | $44.22 | No quote |
| 18 | RSG | REPUBLIC SVCS INC | 0.26% | - | 1,350,000 | $51.26M | No quote | No quote |
| 19 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.17% | - | 3,060,500 | $34.28M | $11.20 | No quote |
| 20 | TTF | THAI FD INC | 0.01% | Reduce -65.2% | 95,586 | $1.07M | No quote | No quote |