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 18 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC | 54.87% | Reduce -6.8% | 68,625,314 | $9.34B | $136.11 | No quote |
| 2 | CNI | CANADIAN NATL RY CO | 5.81% | - | 17,126,874 | $989.08M | $57.75 | No quote |
| 3 | CAT | CATERPILLAR INC | 5.61% | - | 11,260,857 | $955.15M | $84.82 | No quote |
| 4 | WM | WASTE MGMT INC DEL | 5.07% | - | 18,633,672 | $863.67M | $46.35 | No quote |
| 5 | WMT | WAL-MART STORES INC | 4.83% | - | 11,603,000 | $823M | $70.93 | No quote |
| 6 | TV | GRUPO TELEVISA SA | 3.85% | - | 16,879,103 | $655.25M | No quote | No quote |
| 7 | FDX | FEDEX CORP | 3.03% | - | 3,024,999 | $515.46M | $170.40 | No quote |
| 8 | KOF | COCA COLA FEMSA SAB DE CV | 2.90% | - | 6,214,719 | $493.76M | $79.45 | No quote |
| 9 | ECL | ECOLAB INC | 2.90% | - | 4,366,425 | $493.71M | $113.07 | No quote |
| 10 | UPS | UNITED PARCEL SERVICE INC | 2.58% | - | 4,525,329 | $438.55M | $96.91 | No quote |
| 11 | CCI | CROWN CASTLE INTL CORP NEW | 2.52% | - | 5,332,900 | $428.23M | $80.30 | No quote |
| 12 | BP | BP PLC | 1.76% | Add +1.4% | 7,509,796 | $300.09M | $39.96 | No quote |
| 13 | WBA | WALGREENS BOOTS ALLIANCE INC | 1.72% | - | 3,475,398 | $293.46M | No quote | No quote |
| 14 | LBTYK | LIBERTY GLOBAL PLC | 1.08% | - | 3,639,349 | $184.26M | $50.63 | No quote |
| 15 | AN | AUTONATION INC | 0.70% | - | 1,898,716 | $119.58M | $62.98 | No quote |
| 16 | LBTYA | LIBERTY GLOBAL PLC | 0.67% | - | 2,119,515 | $114.6M | $54.07 | No quote |
| 17 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.09% | - | 3,060,500 | $16.1M | $5.26 | No quote |
| 18 | RSG | REPUBLIC SVCS INC | - | Sold | 0 | $0 | No quote | No quote |