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 15 of 19 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC | 57.02% | Reduce -6.4% | 73,625,314 | $10.63B | $144.32 | No quote |
| 2 | CNI | CANADIAN NATL RY CO | 6.15% | - | 17,126,874 | $1.15B | $66.87 | No quote |
| 3 | WM | WASTE MGNT INC DEL | 5.42% | - | 18,633,672 | $1.01B | $54.23 | No quote |
| 4 | WMT | WAL-MART STORES INC | 5.12% | - | 11,603,000 | $954.35M | $82.25 | No quote |
| 5 | CAT | CATERPILLAR INC | 4.84% | - | 11,260,857 | $901.21M | $80.03 | No quote |
| 6 | TV | GRUPO TELEVISA SA | 2.99% | - | 16,879,103 | $557.18M | No quote | No quote |
| 7 | FDX | FEDEX CORP | 2.69% | - | 3,024,999 | $500.49M | $165.45 | No quote |
| 8 | ECL | ECOLAB INC | 2.68% | - | 4,366,425 | $499.43M | $114.38 | No quote |
| 9 | KOF | COCA COLA FEMSA SAB DE CV | 2.66% | - | 6,214,719 | $496.31M | $79.86 | No quote |
| 10 | CCI | CROWN CASTLE INTL CORP NEW | 2.36% | - | 5,332,900 | $440.18M | $82.54 | No quote |
| 11 | UPS | UNITED PARCEL SERVICE INC | 2.35% | - | 4,525,329 | $438.69M | $96.94 | No quote |
| 12 | WBA | WALGREENS BOOTS ALLIANCE INC | 1.58% | - | 3,475,398 | $294.3M | No quote | No quote |
| 13 | BP | BP PLC | 1.55% | - | 7,405,614 | $289.63M | $39.11 | No quote |
| 14 | LBTYK | LIBERTY GLOBAL PLC | 0.97% | Add +3.0% | 3,639,349 | $181.28M | $49.81 | No quote |
| 15 | AN | AUTONATION INC | 0.66% | - | 1,898,716 | $122.14M | $64.33 | No quote |
| 16 | LBTYA | LIBERTY GLOBAL PLC | 0.59% | - | 2,119,515 | $109.09M | $51.47 | No quote |
| 17 | RSG | REPUBLIC SVCS INC | 0.29% | - | 1,350,000 | $54.76M | No quote | No quote |
| 18 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.08% | - | 3,060,500 | $15.09M | $4.93 | No quote |
| 19 | DMND | DIAMOND FOODS INC | - | Sold | 0 | $0 | No quote | No quote |