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
- +4.27%
- 1-year
- +14.42%
- 3-year
- +50.53%
- 5-year
- +73.32%
- 3-year vs S&P 500
- -22.71%
- 5-year vs S&P 500
- -0.37%
- 5-year top 5
- +85.31%
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 2026-09-12 from SEC 13F data.
Live quotes available for 15 of 23 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 59.04% | Reduce -6.0% | 78,625,314 | $11.81B | $150.15 | No quote |
| 2 | CNI | CANADIAN NATL RY CO | 5.90% | - | 17,126,874 | $1.18B | $68.91 | No quote |
| 3 | CAT | CATERPILLAR INC DEL | 5.15% | - | 11,260,857 | $1.03B | $91.53 | No quote |
| 4 | WMT | WAL-MART STORES INC | 4.98% | - | 11,603,000 | $996.47M | $85.88 | No quote |
| 5 | WM | WASTE MGMT INC DEL | 4.78% | - | 18,633,672 | $956.28M | $51.32 | No quote |
| 6 | TV | GRUPO TELEVISA SA | 2.88% | - | 16,879,103 | $574.9M | No quote | No quote |
| 7 | KOF | COCA COLA FEMSA SAB DE CV | 2.69% | - | 6,214,719 | $537.7M | $86.52 | No quote |
| 8 | FDX | FEDEX CORP | 2.63% | - | 3,024,999 | $525.32M | $173.66 | No quote |
| 9 | UPS | UNITED PARCEL SERVICE INC | 2.52% | New | 4,525,329 | $503.08M | $111.17 | No quote |
| 10 | ECL | ECOLAB INC | 2.28% | - | 4,366,425 | $456.38M | $104.52 | No quote |
| 11 | CCI | CROWN CASTLE INTL CORP NEW | 2.10% | New | 5,332,900 | $419.7M | $78.70 | No quote |
| 12 | BP | BP PLC | 1.41% | - | 7,405,614 | $282.3M | $38.12 | No quote |
| 13 | WBA | WALGREENS BOOTS ALLIANCE INC | 1.32% | New | 3,475,398 | $264.83M | No quote | No quote |
| 14 | LBTYK | LIBERTY GLOBAL PLC | 0.85% | - | 3,532,529 | $170.66M | $48.31 | No quote |
| 15 | AN | AUTONATION INC | 0.57% | - | 1,898,716 | $114.7M | $60.41 | No quote |
| 16 | LBTYA | LIBERTY GLOBAL PLC | 0.53% | - | 2,119,515 | $106.41M | $50.20 | No quote |
| 17 | RSG | REPUBLIC SVCS INC | 0.27% | - | 1,350,000 | $54.34M | No quote | No quote |
| 18 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.08% | - | 3,060,500 | $16.56M | $5.41 | No quote |
| 19 | DMND | DIAMOND FOODS INC | 0.00% | New | 10,412 | $294K | No quote | No quote |
| 23 | MCD | MCDONALDS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 22 | XOM | EXXON MOBIL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 21 | CCI | CROWN CASTLE INTL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 20 | KO | COCA COLA CO | - | Sold | 0 | $0 | No quote | No quote |