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 | 58.21% | Add +15.5% | 74,349,971 | $10.74B | No quote | No quote |
| 2 | WM | WASTE MGMT INC DEL | 6.44% | - | 18,633,672 | $1.19B | $63.76 | No quote |
| 3 | CNI | CANADIAN NATL RY CO | 6.07% | - | 17,126,874 | $1.12B | $65.40 | No quote |
| 4 | CAT | CATERPILLAR INC DEL | 5.42% | - | 11,260,857 | $999.63M | $88.77 | No quote |
| 5 | WMT | WAL-MART STORES INC | 4.53% | - | 11,603,000 | $836.81M | $72.12 | No quote |
| 6 | ECL | ECOLAB INC | 2.88% | - | 4,366,426 | $531.48M | $121.72 | No quote |
| 7 | FDX | FEDEX CORP | 2.86% | - | 3,024,999 | $528.41M | $174.68 | No quote |
| 8 | CCI | CROWN CASTLE INTL CORP NEW | 2.72% | - | 5,332,900 | $502.41M | $94.21 | No quote |
| 9 | UPS | UNITED PARCEL SERVICE INC | 2.68% | - | 4,525,329 | $494.89M | $109.36 | No quote |
| 10 | KOF | COCA COLA FEMSA S A B DE C V | 2.53% | - | 6,214,719 | $466.1M | $75.00 | No quote |
| 11 | TV | GRUPO TELEVISA SA | 2.35% | - | 16,879,104 | $433.62M | No quote | No quote |
| 12 | WBA | WALGREENS BOOTS ALLIANCE INC | 1.52% | - | 3,475,398 | $280.19M | No quote | No quote |
| 13 | LBTYK | LIBERTY GLOBAL PLC | 0.65% | - | 3,639,349 | $120.24M | $33.04 | No quote |
| 14 | AN | AUTONATION INC | 0.50% | - | 1,898,717 | $92.49M | $48.71 | No quote |
| 15 | LBTYA | LIBERTY GLOBAL PLC | 0.39% | - | 2,119,515 | $72.45M | $34.18 | No quote |
| 16 | LILAK | LIBERTY GLOBAL PLC | 0.10% | - | 636,044 | $17.84M | $28.05 | No quote |
| 17 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.09% | - | 3,060,500 | $16.13M | $5.27 | No quote |
| 18 | LILA | LIBERTY GLOBAL PLC | 0.06% | - | 370,424 | $10.22M | $27.59 | No quote |