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 2026-06-06 from SEC 13F data.
Live quotes available for 15 of 19 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 58.94% | Reduce -6.3% | 74,381,548 | $9.82B | No quote | No quote |
| 2 | WM | WASTE MGMT INC DEL | 5.97% | - | 18,633,672 | $994.48M | $53.37 | No quote |
| 3 | CNI | CANADIAN NATL RY CO | 5.74% | - | 17,126,874 | $957.05M | $55.88 | No quote |
| 4 | CAT | CATERPILLAR INC DEL | 4.59% | - | 11,260,857 | $765.29M | $67.96 | No quote |
| 5 | WMT | WAL-MART STORES INC | 4.27% | - | 11,603,000 | $711.26M | $61.30 | No quote |
| 6 | ECL | ECOLAB INC | 3.00% | - | 4,366,425 | $499.43M | $114.38 | No quote |
| 7 | CCI | CROWN CASTLE INTL CORP NEW | 2.77% | - | 5,332,900 | $461.03M | $86.45 | No quote |
| 8 | TV | GRUPO TELEVISA SA | 2.76% | - | 16,879,103 | $459.28M | No quote | No quote |
| 9 | FDX | FEDEX CORP | 2.70% | - | 3,024,999 | $450.7M | $148.99 | No quote |
| 10 | KOF | COCA COLA FEMSA SAB DE CV | 2.64% | - | 6,214,719 | $440.06M | $70.81 | No quote |
| 11 | UPS | UNITED PARCEL SERVICE INC | 2.61% | - | 4,525,329 | $435.47M | $96.23 | No quote |
| 12 | WBA | WALGREENS BOOTS ALLIANCE INC | 1.78% | - | 3,475,398 | $295.95M | No quote | No quote |
| 13 | LBTYK | LIBERTY GLOBAL PLC | 0.89% | - | 3,639,349 | $148.38M | $40.77 | No quote |
| 14 | AN | AUTONATION INC | 0.68% | - | 1,898,716 | $113.28M | $59.66 | No quote |
| 15 | LBTYA | LIBERTY GLOBAL PLC | 0.54% | - | 2,119,515 | $89.78M | $42.36 | No quote |
| 16 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.06% | - | 3,060,500 | $9.52M | $3.11 | No quote |
| 17 | LILAK | LIBERTY GLOBAL PLC | 0.05% | - | 181,967 | $7.83M | $43.00 | No quote |
| 18 | LILA | LIBERTY GLOBAL PLC | 0.03% | - | 105,975 | $4.38M | $41.37 | No quote |
| 19 | BP | BP PLC | - | Sold | 0 | $0 | No quote | No quote |