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 14 of 18 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 52.94% | Reduce -9.1% | 49,912,525 | $11.31B | No quote | No quote |
| 2 | WM | WASTE MGMT INC DEL | 9.94% | - | 18,633,672 | $2.12B | $113.96 | No quote |
| 3 | CAT | CATERPILLAR INC DEL | 7.79% | - | 11,260,857 | $1.66B | $147.68 | No quote |
| 4 | CNI | CANADIAN NATL RY CO | 7.25% | - | 17,126,874 | $1.55B | $90.45 | No quote |
| 5 | WMT | WALMART INC | 6.46% | - | 11,603,000 | $1.38B | $118.84 | No quote |
| 6 | ECL | ECOLAB INC | 3.95% | - | 4,366,426 | $842.68M | $192.99 | No quote |
| 7 | CCI | CROWN CASTLE INTL CORP NEW | 3.55% | - | 5,332,900 | $758.07M | $142.15 | No quote |
| 8 | UPS | UNITED PARCEL SERVICE INC | 2.48% | - | 4,525,329 | $529.74M | $117.06 | No quote |
| 9 | FDX | FEDEX CORP | 2.14% | - | 3,024,999 | $457.41M | $151.21 | No quote |
| 10 | KOF | COCA COLA FEMSA S A B DE C V | 1.76% | - | 6,214,719 | $376.74M | $60.62 | No quote |
| 11 | TV | GRUPO TELEVISA SA | 0.93% | - | 16,879,104 | $197.99M | No quote | No quote |
| 12 | LBTYK | LIBERTY GLOBAL PLC | 0.37% | - | 3,639,349 | $79.32M | $21.80 | No quote |
| 13 | LBTYA | LIBERTY GLOBAL PLC | 0.23% | - | 2,119,515 | $48.2M | $22.74 | No quote |
| 14 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.12% | - | 3,060,500 | $24.79M | $8.10 | No quote |
| 15 | LILAK | LIBERTY LATIN AMERICA LTD | 0.06% | - | 636,044 | $12.38M | $19.46 | No quote |
| 16 | LILA | LIBERTY LATIN AMERICA LTD | 0.03% | - | 370,424 | $7.15M | $19.30 | No quote |
| 18 | CNR | CORNERSTONE BLDG BRANDS INC | - | Sold | 0 | $0 | No quote | No quote |
| 17 | BYND | BEYOND MEAT INC | - | Sold | 0 | $0 | No quote | No quote |