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
- +4.64%
- 1-year
- +14.45%
- 3-year
- +50.42%
- 5-year
- +73.08%
- 3-year vs S&P 500
- -22.83%
- 5-year vs S&P 500
- -0.61%
- 5-year top 5
- +84.86%
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 2026-09-19 from SEC 13F data.
Live quotes available for 17 of 19 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 51.49% | Add +15.9% | 62,078,974 | $13.29B | $214.11 | No quote |
| 2 | MSFT | MICROSOFT CORP | 10.63% | Reduce -25.0% | 24,000,000 | $2.74B | $114.37 | No quote |
| 3 | CAT | CATERPILLAR INC DEL | 6.65% | - | 11,260,857 | $1.72B | $152.49 | No quote |
| 4 | WM | WASTE MGMT INC DEL | 6.52% | - | 18,633,672 | $1.68B | $90.36 | No quote |
| 5 | CNI | CANADIAN NATL RY CO | 5.96% | - | 17,126,874 | $1.54B | $89.80 | No quote |
| 6 | WMT | WALMART INC | 4.22% | - | 11,603,000 | $1.09B | $93.91 | No quote |
| 7 | FDX | FEDEX CORP | 2.82% | - | 3,024,999 | $728.39M | $240.79 | No quote |
| 8 | ECL | ECOLAB INC | 2.65% | - | 4,366,426 | $684.57M | $156.78 | No quote |
| 9 | CCI | CROWN CASTLE INTL CORP NEW | 2.30% | - | 5,332,900 | $593.71M | $111.33 | No quote |
| 10 | UPS | UNITED PARCEL SERVICE INC | 2.05% | - | 4,525,329 | $528.33M | $116.75 | No quote |
| 11 | KOF | COCA COLA FEMSA S A B DE C V | 1.47% | - | 6,214,719 | $380.59M | $61.24 | No quote |
| 12 | TV | GRUPO TELEVISA SA | 1.16% | - | 16,879,104 | $299.44M | No quote | No quote |
| 13 | WBA | WALGREENS BOOTS ALLIANCE INC | 0.98% | - | 3,475,398 | $253.36M | No quote | No quote |
| 14 | LBTYK | LIBERTY GLOBAL PLC | 0.40% | - | 3,639,349 | $102.48M | $28.16 | No quote |
| 15 | AN | AUTONATION INC | 0.31% | - | 1,898,717 | $78.89M | $41.55 | No quote |
| 16 | LBTYA | LIBERTY GLOBAL PLC | 0.24% | - | 2,119,515 | $61.32M | $28.93 | No quote |
| 17 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.07% | - | 3,060,500 | $19.13M | $6.25 | No quote |
| 18 | LILAK | LIBERTY LATIN AMERICA LTD | 0.05% | - | 636,044 | $13.12M | $20.63 | No quote |
| 19 | LILA | LIBERTY LATIN AMERICA LTD | 0.03% | - | 370,424 | $7.72M | $20.84 | No quote |