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 16 of 19 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 43.53% | Reduce -7.8% | 59,349,971 | $10.05B | No quote | No quote |
| 2 | MSFT | MICROSOFT CORP | 19.10% | New | 64,000,000 | $4.41B | $68.93 | No quote |
| 3 | CNI | CANADIAN NATL RY CO | 6.01% | - | 17,126,874 | $1.39B | $81.05 | No quote |
| 4 | WM | WASTE MGMT INC DEL | 5.92% | - | 18,633,672 | $1.37B | $73.35 | No quote |
| 5 | CAT | CATERPILLAR INC DEL | 5.24% | - | 11,260,857 | $1.21B | $107.46 | No quote |
| 6 | WMT | WAL-MART STORES INC | 3.80% | - | 11,603,000 | $878.12M | $75.68 | No quote |
| 7 | FDX | FEDEX CORP | 2.85% | - | 3,024,999 | $657.42M | $217.33 | No quote |
| 8 | ECL | ECOLAB INC | 2.51% | - | 4,366,426 | $579.64M | $132.75 | No quote |
| 9 | CCI | CROWN CASTLE INTL CORP NEW | 2.31% | - | 5,332,900 | $534.25M | $100.18 | No quote |
| 10 | KOF | COCA COLA FEMSA S A B DE C V | 2.28% | - | 6,214,719 | $526.2M | $84.67 | No quote |
| 11 | UPS | UNITED PARCEL SERVICE INC | 2.17% | - | 4,525,329 | $500.46M | $110.59 | No quote |
| 12 | TV | GRUPO TELEVISA SA | 1.78% | - | 16,879,104 | $411.34M | No quote | No quote |
| 13 | WBA | WALGREENS BOOTS ALLIANCE INC | 1.18% | - | 3,475,398 | $272.16M | No quote | No quote |
| 14 | LBTYK | LIBERTY GLOBAL PLC | 0.49% | - | 3,639,349 | $113.48M | $31.18 | No quote |
| 15 | AN | AUTONATION INC | 0.35% | - | 1,898,717 | $80.05M | $42.16 | No quote |
| 16 | LBTYA | LIBERTY GLOBAL PLC | 0.29% | - | 2,119,515 | $68.08M | $32.12 | No quote |
| 17 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.10% | - | 3,060,500 | $22.8M | $7.45 | No quote |
| 18 | LILAK | LIBERTY GLOBAL PLC | 0.06% | - | 636,044 | $13.62M | $21.41 | No quote |
| 19 | LILA | LIBERTY GLOBAL PLC | 0.03% | - | 370,424 | $8.06M | $21.77 | No quote |