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.
Get email alerts when Bill & Melinda Gates Foundation Trust files a new 13F — sign in or create a free account.
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 | 56.86% | Reduce -7.2% | 64,349,971 | $10.73B | No quote | No quote |
| 2 | WM | WASTE MGMT INC DEL | 7.20% | - | 18,633,672 | $1.36B | $72.92 | No quote |
| 3 | CNI | CANADIAN NATL RY CO | 6.71% | - | 17,126,874 | $1.27B | $73.93 | No quote |
| 4 | CAT | CATERPILLAR INC DEL | 5.54% | - | 11,260,857 | $1.04B | $92.76 | No quote |
| 5 | WMT | WAL-MART STORES INC | 4.43% | - | 11,603,000 | $836.34M | $72.08 | No quote |
| 6 | FDX | FEDEX CORP | 3.13% | - | 3,024,999 | $590.33M | $195.15 | No quote |
| 7 | ECL | ECOLAB INC | 2.90% | - | 4,366,426 | $547.29M | $125.34 | No quote |
| 8 | CCI | CROWN CASTLE INTL CORP NEW | 2.67% | - | 5,332,900 | $503.69M | $94.45 | No quote |
| 9 | UPS | UNITED PARCEL SERVICE INC | 2.57% | - | 4,525,329 | $485.57M | $107.30 | No quote |
| 10 | KOF | COCA COLA FEMSA S A B DE C V | 2.36% | - | 6,214,719 | $445.6M | $71.70 | No quote |
| 11 | TV | GRUPO TELEVISA SA | 2.32% | - | 16,879,104 | $437.84M | No quote | No quote |
| 12 | WBA | WALGREENS BOOTS ALLIANCE INC | 1.53% | - | 3,475,398 | $288.63M | No quote | No quote |
| 13 | LBTYK | LIBERTY GLOBAL PLC | 0.68% | - | 3,639,349 | $127.52M | $35.04 | No quote |
| 14 | AN | AUTONATION INC | 0.43% | - | 1,898,717 | $80.3M | $42.29 | No quote |
| 15 | LBTYA | LIBERTY GLOBAL PLC | 0.40% | - | 2,119,515 | $76.03M | $35.87 | No quote |
| 16 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.13% | - | 3,060,500 | $24.64M | $8.05 | No quote |
| 17 | LILAK | LIBERTY GLOBAL PLC | 0.08% | - | 636,044 | $14.65M | $23.04 | No quote |
| 18 | LILA | LIBERTY GLOBAL PLC | 0.04% | - | 370,424 | $8.24M | $22.24 | No quote |