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 21 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 47.78% | Reduce -7.9% | 58,569,972 | $11.68B | No quote | No quote |
| 2 | MSFT | MICROSOFT CORP | 14.93% | Reduce -16.7% | 40,000,000 | $3.65B | $91.27 | No quote |
| 3 | CAT | CATERPILLAR INC DEL | 6.79% | - | 11,260,857 | $1.66B | $147.38 | No quote |
| 4 | WM | WASTE MGMT INC DEL | 6.41% | - | 18,633,672 | $1.57B | $84.12 | No quote |
| 5 | CNI | CANADIAN NATL RY CO | 5.12% | - | 17,126,874 | $1.25B | $73.13 | No quote |
| 6 | WMT | WALMART INC | 4.22% | - | 11,603,000 | $1.03B | $88.97 | No quote |
| 7 | FDX | FEDEX CORP | 2.97% | - | 3,024,999 | $726.33M | $240.11 | No quote |
| 8 | ECL | ECOLAB INC | 2.45% | - | 4,366,426 | $598.51M | $137.07 | No quote |
| 9 | CCI | CROWN CASTLE INTL CORP NEW | 2.39% | - | 5,332,900 | $584.54M | $109.61 | No quote |
| 10 | UPS | UNITED PARCEL SERVICE INC | 1.94% | - | 4,525,329 | $473.62M | $104.66 | No quote |
| 11 | KOF | COCA COLA FEMSA S A B DE C V | 1.69% | - | 6,214,719 | $412.84M | $66.43 | No quote |
| 12 | TV | GRUPO TELEVISA SA | 1.10% | - | 16,879,104 | $269.39M | No quote | No quote |
| 13 | WBA | WALGREENS BOOTS ALLIANCE INC | 0.93% | - | 3,475,398 | $227.53M | No quote | No quote |
| 14 | LBTYK | LIBERTY GLOBAL PLC | 0.45% | - | 3,639,349 | $110.75M | $30.43 | No quote |
| 15 | AN | AUTONATION INC | 0.36% | - | 1,898,717 | $88.82M | $46.78 | No quote |
| 16 | LBTYA | LIBERTY GLOBAL PLC | 0.27% | - | 2,119,515 | $66.36M | $31.31 | No quote |
| 17 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.11% | - | 3,060,500 | $28M | $9.15 | No quote |
| 18 | LILAK | LIBERTY LATIN AMERICA LTD | 0.05% | New | 636,044 | $12.14M | $19.09 | No quote |
| 19 | LILA | LIBERTY LATIN AMERICA LTD | 0.03% | New | 370,424 | $7.21M | $19.45 | No quote |
| 21 | LILAK | LIBERTY GLOBAL PLC | - | Sold | 0 | $0 | No quote | No quote |
| 20 | LILA | LIBERTY GLOBAL PLC | - | Sold | 0 | $0 | No quote | No quote |