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 17 of 19 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC | 60.05% | Add +15.7% | 79,381,548 | $10.35B | $130.40 | No quote |
| 2 | CNI | CANADIAN NATL RY CO | 5.64% | - | 17,126,874 | $972.12M | $56.76 | No quote |
| 3 | WM | WASTE MGMT INC DEL | 5.38% | - | 18,633,672 | $928.14M | $49.81 | No quote |
| 4 | WMT | WAL-MART STORES INC | 4.36% | - | 11,603,000 | $752.34M | $64.84 | No quote |
| 5 | CAT | CATERPILLAR INC | 4.27% | - | 11,260,857 | $736.01M | $65.36 | No quote |
| 6 | ECL | ECOLAB INC | 2.78% | - | 4,366,425 | $479.08M | $109.72 | No quote |
| 7 | UPS | UNITED PARCEL SERVICE INC | 2.59% | - | 4,525,329 | $446.61M | $98.69 | No quote |
| 8 | TV | GRUPO TELEVISA SA | 2.55% | - | 16,879,103 | $439.19M | No quote | No quote |
| 9 | FDX | FEDEX CORP | 2.53% | - | 3,024,999 | $435.54M | $143.98 | No quote |
| 10 | KOF | COCA COLA FEMSA SAB DE CV | 2.50% | - | 6,214,719 | $431.18M | $69.38 | No quote |
| 11 | CCI | CROWN CASTLE INTL CORP NEW | 2.44% | - | 5,332,900 | $420.61M | $78.87 | No quote |
| 12 | WBA | WALGREENS BOOTS ALLIANCE INC | 1.68% | - | 3,475,398 | $288.81M | No quote | No quote |
| 13 | BP | BP PLC | 1.09% | Reduce -18.3% | 6,134,939 | $187.48M | $30.56 | No quote |
| 14 | LBTYK | LIBERTY GLOBAL PLC | 0.87% | - | 3,639,349 | $149.29M | $41.02 | No quote |
| 15 | AN | AUTONATION INC | 0.64% | - | 1,898,716 | $110.47M | $58.18 | No quote |
| 16 | LBTYA | LIBERTY GLOBAL PLC | 0.53% | - | 2,119,515 | $91.01M | $42.94 | No quote |
| 17 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.05% | - | 3,060,500 | $8.33M | $2.72 | No quote |
| 18 | LILAK | LIBERTY GLOBAL PLC | 0.04% | New | 181,967 | $6.23M | $34.24 | No quote |
| 19 | LILA | LIBERTY GLOBAL PLC | 0.02% | New | 105,975 | $3.57M | $33.69 | No quote |