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 | 45.21% | Reduce -8.5% | 53,569,972 | $10B | No quote | No quote |
| 2 | MSFT | MICROSOFT CORP | 14.27% | Reduce -20.0% | 32,000,000 | $3.16B | $98.61 | No quote |
| 3 | CAT | CATERPILLAR INC DEL | 6.91% | - | 11,260,857 | $1.53B | $135.67 | No quote |
| 4 | WM | WASTE MGMT INC DEL | 6.85% | - | 18,633,672 | $1.52B | $81.34 | No quote |
| 5 | CNI | CANADIAN NATL RY CO | 6.33% | - | 17,126,874 | $1.4B | $81.75 | No quote |
| 6 | WMT | WALMART INC | 4.49% | - | 11,603,000 | $993.8M | $85.65 | No quote |
| 7 | FDX | FEDEX CORP | 3.11% | - | 3,024,999 | $686.86M | $227.06 | No quote |
| 8 | ECL | ECOLAB INC | 2.77% | - | 4,366,426 | $612.74M | $140.33 | No quote |
| 9 | CCI | CROWN CASTLE INTL CORP NEW | 2.60% | - | 5,332,900 | $574.99M | $107.82 | No quote |
| 10 | UPS | UNITED PARCEL SERVICE INC | 2.17% | - | 4,525,329 | $480.73M | $106.23 | No quote |
| 11 | KOF | COCA COLA FEMSA S A B DE C V | 1.59% | - | 6,214,719 | $350.7M | $56.43 | No quote |
| 12 | TV | GRUPO TELEVISA SA | 1.45% | - | 16,879,104 | $319.86M | No quote | No quote |
| 13 | WBA | WALGREENS BOOTS ALLIANCE INC | 0.94% | - | 3,475,398 | $208.58M | No quote | No quote |
| 14 | LBTYK | LIBERTY GLOBAL PLC | 0.44% | - | 3,639,349 | $96.84M | $26.61 | No quote |
| 15 | AN | AUTONATION INC | 0.42% | - | 1,898,717 | $92.24M | $48.58 | No quote |
| 16 | LBTYA | LIBERTY GLOBAL PLC | 0.26% | - | 2,119,515 | $58.37M | $27.54 | No quote |
| 17 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.10% | - | 3,060,500 | $21.27M | $6.95 | No quote |
| 18 | LILAK | LIBERTY LATIN AMERICA LTD | 0.06% | - | 636,044 | $12.33M | $19.38 | No quote |
| 19 | LILA | LIBERTY LATIN AMERICA LTD | 0.03% | - | 370,424 | $7.08M | $19.12 | No quote |