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 | 59.43% | Reduce -6.7% | 69,349,971 | $11.3B | No quote | No quote |
| 2 | WM | WASTE MGMT INC DEL | 6.95% | - | 18,633,672 | $1.32B | $70.91 | No quote |
| 3 | CNI | CANADIAN NATL RY CO | 6.07% | - | 17,126,874 | $1.15B | $67.40 | No quote |
| 4 | CAT | CATERPILLAR INC DEL | 5.49% | - | 11,260,857 | $1.04B | $92.74 | No quote |
| 5 | WMT | WAL-MART STORES INC | 4.22% | - | 11,603,000 | $802M | $69.12 | No quote |
| 6 | FDX | FEDEX CORP | 2.96% | - | 3,024,999 | $563.26M | $186.20 | No quote |
| 7 | UPS | UNITED PARCEL SERVICE INC | 2.73% | - | 4,525,329 | $518.78M | $114.64 | No quote |
| 8 | ECL | ECOLAB INC | 2.69% | - | 4,366,426 | $511.83M | $117.22 | No quote |
| 9 | CCI | CROWN CASTLE INTL CORP NEW | 2.43% | - | 5,332,900 | $462.74M | $86.77 | No quote |
| 10 | KOF | COCA COLA FEMSA S A B DE C V | 2.08% | - | 6,214,719 | $394.88M | $63.54 | No quote |
| 11 | TV | GRUPO TELEVISA SA | 1.85% | - | 16,879,104 | $352.6M | No quote | No quote |
| 12 | WBA | WALGREENS BOOTS ALLIANCE INC | 1.51% | - | 3,475,398 | $287.62M | No quote | No quote |
| 13 | LBTYK | LIBERTY GLOBAL PLC | 0.57% | - | 3,639,349 | $108.09M | $29.70 | No quote |
| 14 | AN | AUTONATION INC | 0.49% | - | 1,898,717 | $92.37M | $48.65 | No quote |
| 15 | LBTYA | LIBERTY GLOBAL PLC | 0.34% | - | 2,119,515 | $64.84M | $30.59 | No quote |
| 16 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.09% | - | 3,060,500 | $16.53M | $5.40 | No quote |
| 17 | LILAK | LIBERTY GLOBAL PLC | 0.07% | - | 636,044 | $13.47M | $21.17 | No quote |
| 18 | LILA | LIBERTY GLOBAL PLC | 0.04% | - | 370,424 | $8.14M | $21.96 | No quote |