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 2026-09-12 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 | 53.21% | - | 83,625,314 | $11.55B | $138.14 | No quote |
| 2 | CNI | CANADIAN NATL RY CO | 5.60% | - | 17,126,874 | $1.22B | $70.96 | No quote |
| 3 | CAT | CATERPILLAR INC DEL | 5.14% | - | 11,260,857 | $1.12B | $99.03 | No quote |
| 4 | MCD | MCDONALDS CORP | 4.75% | - | 10,872,500 | $1.03B | $94.81 | No quote |
| 5 | KO | COCA COLA CO | 4.21% | - | 21,429,710 | $914.19M | $42.66 | No quote |
| 6 | WMT | WAL-MART STORES INC | 4.09% | - | 11,603,000 | $887.28M | $76.47 | No quote |
| 7 | WM | WASTE MGMT INC DEL | 4.08% | - | 18,633,672 | $885.66M | $47.53 | No quote |
| 8 | XOM | EXXON MOBIL CORP | 3.53% | - | 8,143,858 | $765.93M | $94.05 | No quote |
| 9 | KOF | COCA COLA FEMSA SAB DE CV | 2.88% | - | 6,214,719 | $625.95M | $100.72 | No quote |
| 10 | TV | GRUPO TELEVISA SA | 2.63% | - | 16,879,103 | $571.86M | No quote | No quote |
| 11 | ECL | ECOLAB INC | 2.31% | - | 4,366,425 | $501.4M | $114.83 | No quote |
| 12 | FDX | FEDEX CORP | 2.25% | - | 3,024,999 | $488.39M | $161.45 | No quote |
| 13 | CCI | CROWN CASTLE INTL CORP | 1.98% | - | 5,332,900 | $429.46M | $80.53 | No quote |
| 14 | BP | BP PLC | 1.50% | - | 7,405,614 | $325.48M | $43.95 | No quote |
| 15 | LBTYK | LIBERTY GLOBAL PLC | 0.67% | - | 3,532,529 | $144.89M | $41.02 | No quote |
| 16 | AN | AUTONATION INC | 0.44% | - | 1,898,716 | $95.52M | $50.31 | No quote |
| 17 | LBTYA | LIBERTY GLOBAL PLC | 0.42% | - | 2,119,515 | $90.16M | $42.54 | No quote |
| 18 | RSG | REPUBLIC SVCS INC | 0.24% | - | 1,350,000 | $52.68M | No quote | No quote |
| 19 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.08% | - | 3,060,500 | $18.3M | $5.98 | No quote |