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 18 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 57.27% | Reduce -6.7% | 69,381,548 | $9.84B | No quote | No quote |
| 2 | WM | WASTE MGMT INC DEL | 6.40% | - | 18,633,672 | $1.1B | $59.00 | No quote |
| 3 | CNI | CANADIAN NATL RY CO | 6.22% | - | 17,126,874 | $1.07B | $62.46 | No quote |
| 4 | CAT | CATERPILLAR INC DEL | 5.01% | - | 11,260,857 | $861.91M | $76.54 | No quote |
| 5 | WMT | WAL-MART STORES INC | 4.62% | - | 11,603,000 | $794.69M | $68.49 | No quote |
| 6 | KOF | COCA COLA FEMSA SAB DE CV | 3.00% | - | 6,214,719 | $516.13M | $83.05 | No quote |
| 7 | FDX | FEDEX CORP | 2.86% | - | 3,024,999 | $492.23M | $162.72 | No quote |
| 8 | ECL | ECOLAB INC | 2.83% | Add +0.0% | 4,366,426 | $486.94M | $111.52 | No quote |
| 9 | UPS | UNITED PARCEL SERVICE INC | 2.78% | - | 4,525,329 | $477.29M | $105.47 | No quote |
| 10 | TV | GRUPO TELEVISA SA | 2.70% | Add +0.0% | 16,879,104 | $463.5M | No quote | No quote |
| 11 | CCI | CROWN CASTLE INTL CORP NEW | 2.68% | - | 5,332,900 | $461.3M | $86.50 | No quote |
| 12 | WBA | WALGREENS BOOTS ALLIANCE INC | 1.70% | - | 3,475,398 | $292.77M | No quote | No quote |
| 13 | LBTYK | LIBERTY GLOBAL PLC | 0.80% | - | 3,639,349 | $136.69M | $37.56 | No quote |
| 14 | AN | AUTONATION INC | 0.52% | Add +0.0% | 1,898,717 | $88.63M | $46.68 | No quote |
| 15 | LBTYA | LIBERTY GLOBAL PLC | 0.47% | - | 2,119,515 | $81.6M | $38.50 | No quote |
| 16 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.07% | - | 3,060,500 | $11.48M | $3.75 | No quote |
| 17 | LILAK | LIBERTY GLOBAL PLC | 0.04% | - | 181,967 | $6.89M | $37.88 | No quote |
| 18 | LILA | LIBERTY GLOBAL PLC | 0.02% | - | 105,975 | $3.72M | $35.06 | No quote |