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 15 of 18 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 55.42% | Reduce -7.2% | 64,381,548 | $9.32B | No quote | No quote |
| 2 | WM | WASTE MGMT INC DEL | 7.34% | - | 18,633,672 | $1.23B | $66.27 | No quote |
| 3 | CNI | CANADIAN NATL RY CO | 6.01% | - | 17,126,874 | $1.01B | $59.06 | No quote |
| 4 | CAT | CATERPILLAR INC DEL | 5.08% | - | 11,260,857 | $853.69M | $75.81 | No quote |
| 5 | WMT | WAL-MART STORES INC | 5.04% | - | 11,603,000 | $847.25M | $73.02 | No quote |
| 6 | CCI | CROWN CASTLE INTL CORP NEW | 3.22% | - | 5,332,900 | $540.92M | $101.43 | No quote |
| 7 | ECL | ECOLAB INC | 3.08% | - | 4,366,426 | $517.86M | $118.60 | No quote |
| 8 | KOF | COCA COLA FEMSA SAB DE CV | 3.06% | - | 6,214,719 | $515.57M | $82.96 | No quote |
| 9 | UPS | UNITED PARCEL SERVICE INC | 2.90% | - | 4,525,329 | $487.47M | $107.72 | No quote |
| 10 | FDX | FEDEX CORP | 2.73% | - | 3,024,999 | $459.13M | $151.78 | No quote |
| 11 | TV | GRUPO TELEVISA SA | 2.61% | - | 16,879,104 | $439.53M | No quote | No quote |
| 12 | WBA | WALGREENS BOOTS ALLIANCE INC | 1.72% | - | 3,475,398 | $289.4M | No quote | No quote |
| 13 | LBTYK | LIBERTY GLOBAL PLC | 0.62% | - | 3,639,349 | $104.27M | $28.65 | No quote |
| 14 | AN | AUTONATION INC | 0.53% | - | 1,898,717 | $89.2M | $46.98 | No quote |
| 15 | LBTYA | LIBERTY GLOBAL PLC | 0.37% | - | 2,119,515 | $61.59M | $29.06 | No quote |
| 16 | LILAK | LIBERTY GLOBAL PLC | 0.12% | Add +249.5% | 636,044 | $20.67M | $32.49 | No quote |
| 17 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.09% | - | 3,060,500 | $14.6M | $4.77 | No quote |
| 18 | LILA | LIBERTY GLOBAL PLC | 0.07% | Add +249.5% | 370,424 | $11.95M | $32.26 | No quote |