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 | 50.09% | Reduce -8.8% | 52,078,974 | $10.46B | No quote | No quote |
| 2 | WM | WASTE MGMT INC DEL | 9.27% | - | 18,633,672 | $1.94B | $103.91 | No quote |
| 3 | CNI | CANADIAN NATL RY CO | 7.34% | - | 17,126,874 | $1.53B | $89.48 | No quote |
| 4 | CAT | CATERPILLAR INC DEL | 7.30% | - | 11,260,857 | $1.53B | $135.49 | No quote |
| 5 | WMT | WALMART INC | 5.42% | - | 11,603,000 | $1.13B | $97.53 | No quote |
| 6 | MSFT | MICROSOFT CORP | 4.52% | Reduce -50.0% | 8,000,000 | $943.52M | $117.94 | No quote |
| 7 | ECL | ECOLAB INC | 3.69% | - | 4,366,426 | $770.85M | $176.54 | No quote |
| 8 | CCI | CROWN CASTLE INTL CORP NEW | 3.27% | - | 5,332,900 | $682.61M | $128.00 | No quote |
| 9 | FDX | FEDEX CORP | 2.63% | - | 3,024,999 | $548.77M | $181.41 | No quote |
| 10 | UPS | UNITED PARCEL SERVICE INC | 2.42% | - | 4,525,329 | $505.66M | $111.74 | No quote |
| 11 | KOF | COCA COLA FEMSA S A B DE C V | 1.96% | - | 6,214,719 | $410.17M | $66.00 | No quote |
| 12 | TV | GRUPO TELEVISA SA | 0.89% | - | 16,879,104 | $186.68M | No quote | No quote |
| 13 | LBTYK | LIBERTY GLOBAL PLC | 0.42% | - | 3,639,349 | $88.11M | $24.21 | No quote |
| 14 | AN | AUTONATION INC | 0.32% | - | 1,898,717 | $67.82M | $35.72 | No quote |
| 15 | LBTYA | LIBERTY GLOBAL PLC | 0.25% | - | 2,119,515 | $52.82M | $24.92 | No quote |
| 16 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.11% | - | 3,060,500 | $21.94M | $7.17 | No quote |
| 17 | LILAK | LIBERTY LATIN AMERICA LTD | 0.06% | - | 636,044 | $12.37M | $19.45 | No quote |
| 18 | LILA | LIBERTY LATIN AMERICA LTD | 0.03% | - | 370,424 | $7.16M | $19.34 | No quote |
| 19 | WBA | WALGREENS BOOTS ALLIANCE INC | - | Sold | 0 | $0 | No quote | No quote |