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Focused investors/Bill & Melinda Gates Foundation Trust

Bill & Melinda Gates Foundation Trust

As of Q1 2026, Bill & Melinda Gates Foundation Trust reported 22 long-equity positions worth $31.67B in aggregate.

Copy-investor backtest

Latest quarter
-0.02%
1-year
+12.29%
3-year
+50.85%
3-year top 5
+51.30%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 15 of 22 rows. Rows without a quote are marked unavailable.

1BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 08467070251.22%Reduce -14.8%28,686,679$10.12BNo quoteNo quote
2WMWASTE MGMT INC DEL14.94%-18,633,672$2.95B$158.5052w: $127.94 - $168.04; reported $158.50
3CNICANADIAN NATL RY CO8.87%-13,066,169$1.75B$134.1652w: $100.66 - $137.19; reported $134.16
4CATCATERPILLAR INC8.29%Reduce -24.1%7,353,614$1.64B$222.8252w: $179.67 - $246.69; reported $222.82
5ECLECOLAB INC3.90%-4,366,427$770.94M$176.5652w: $154.85 - $238.93; reported $176.56
6WMTWALMART INC2.28%Reduce -56.4%3,020,859$449.87M$148.9252w: $44.00 - $50.86; reported $148.92
7DEDEERE & CO1.89%Reduce -13.0%899,655$373.77M$415.4652w: $320.50 - $437.98; reported $415.46
8KOFCOCA-COLA FEMSA SAB DE CV1.73%-6,214,719$341.5M$54.9552w: $46.13 - $59.07; reported $54.95
9MSFTMICROSOFT CORP1.47%Reduce -51.3%944,620$291.24M$308.3152w: $238.05 - $349.67; reported $308.31
10CCICROWN CASTLE INTL CORP NEW1.33%Reduce -68.9%1,420,072$262.15M$184.6052w: $157.16 - $209.87; reported $184.60
11SDGRSCHRODINGER INC1.21%-6,981,664$238.21M$34.1252w: $23.14 - $81.49; reported $34.12
12UPSUNITED PARCEL SERVICE INC0.80%Reduce -67.6%740,689$158.85M$214.4652w: $168.83 - $233.72; reported $214.46
13FDXFEDEX CORP0.63%Reduce -64.2%534,362$123.65M$231.3952w: $160.38 - $257.78; reported $231.39
14CPNGCOUPANG INC0.51%-5,714,285$101.03M$17.6852w: $15.28 - $50.50; reported $17.68
15SAFMSANDERSON FARMS INC0.50%-524,236$98.29MNo quoteNo quote
16MSGSMADISON SQUARE GRDN SPRT COR0.25%-278,147$49.89M$179.3652w: $152.42 - $203.37; reported $179.36
17WEBRWEBER INC0.12%-2,500,000$24.58MNo quoteNo quote
18ONONON HLDG AG0.06%-500,000$12.62M$25.2452w: $19.75 - $55.87; reported $25.24
22TVGRUPO TELEVISA S A B-Sold0$0No quoteNo quote
21CPCANADIAN PAC RY LTD-Sold0$0No quoteNo quote
20GOOGLALPHABET INC-Sold0$0No quoteNo quote
19GOOGALPHABET INC-Sold0$0No quoteNo quote