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 | 53.15% | Reduce -8.1% | 57,078,974 | $11.65B | No quote | No quote |
| 2 | WM | WASTE MGMT INC DEL | 7.56% | - | 18,633,672 | $1.66B | $88.99 | No quote |
| 3 | MSFT | MICROSOFT CORP | 7.41% | Reduce -33.3% | 16,000,000 | $1.63B | $101.57 | No quote |
| 4 | CAT | CATERPILLAR INC DEL | 6.53% | - | 11,260,857 | $1.43B | $127.07 | No quote |
| 5 | CNI | CANADIAN NATL RY CO | 5.79% | - | 17,126,874 | $1.27B | $74.11 | No quote |
| 6 | WMT | WALMART INC | 4.93% | - | 11,603,000 | $1.08B | $93.15 | No quote |
| 7 | ECL | ECOLAB INC | 2.93% | - | 4,366,426 | $643.39M | $147.35 | No quote |
| 8 | CCI | CROWN CASTLE INTL CORP NEW | 2.64% | - | 5,332,900 | $579.31M | $108.63 | No quote |
| 9 | FDX | FEDEX CORP | 2.23% | - | 3,024,999 | $488.02M | $161.33 | No quote |
| 10 | UPS | UNITED PARCEL SERVICE INC | 2.01% | - | 4,525,329 | $441.36M | $97.53 | No quote |
| 11 | KOF | COCA COLA FEMSA S A B DE C V | 1.72% | - | 6,214,719 | $378.1M | $60.84 | No quote |
| 12 | WBA | WALGREENS BOOTS ALLIANCE INC | 1.08% | - | 3,475,398 | $237.47M | No quote | No quote |
| 13 | TV | GRUPO TELEVISA SA | 0.97% | - | 16,879,104 | $212.34M | No quote | No quote |
| 14 | LBTYK | LIBERTY GLOBAL PLC | 0.34% | - | 3,639,349 | $75.12M | $20.64 | No quote |
| 15 | AN | AUTONATION INC | 0.31% | - | 1,898,717 | $67.78M | $35.70 | No quote |
| 16 | LBTYA | LIBERTY GLOBAL PLC | 0.21% | - | 2,119,515 | $45.23M | $21.34 | No quote |
| 17 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.11% | - | 3,060,500 | $24.18M | $7.90 | No quote |
| 18 | LILAK | LIBERTY LATIN AMERICA LTD | 0.04% | - | 636,044 | $9.27M | $14.57 | No quote |
| 19 | LILA | LIBERTY LATIN AMERICA LTD | 0.02% | - | 370,424 | $5.36M | $14.48 | No quote |