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 16 of 19 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 48.82% | Add +15.5% | 68,569,972 | $12.57B | No quote | No quote |
| 2 | MSFT | MICROSOFT CORP | 16.20% | Reduce -12.5% | 56,000,000 | $4.17B | $74.49 | No quote |
| 3 | WM | WASTE MGMT INC DEL | 5.66% | - | 18,633,672 | $1.46B | $78.27 | No quote |
| 4 | CNI | CANADIAN NATL RY CO | 5.51% | - | 17,126,874 | $1.42B | $82.85 | No quote |
| 5 | CAT | CATERPILLAR INC DEL | 5.45% | - | 11,260,857 | $1.4B | $124.71 | No quote |
| 6 | WMT | WAL-MART STORES INC | 3.52% | - | 11,603,000 | $906.66M | $78.14 | No quote |
| 7 | FDX | FEDEX CORP | 2.65% | - | 3,024,999 | $682.38M | $225.58 | No quote |
| 8 | ECL | ECOLAB INC | 2.18% | - | 4,366,426 | $561.57M | $128.61 | No quote |
| 9 | UPS | UNITED PARCEL SERVICE INC | 2.11% | - | 4,525,329 | $543.45M | $120.09 | No quote |
| 10 | CCI | CROWN CASTLE INTL CORP NEW | 2.07% | - | 5,332,900 | $533.18M | $99.98 | No quote |
| 11 | KOF | COCA COLA FEMSA S A B DE C V | 1.86% | - | 6,214,719 | $479.34M | $77.13 | No quote |
| 12 | TV | GRUPO TELEVISA SA | 1.62% | - | 16,879,104 | $416.41M | No quote | No quote |
| 13 | WBA | WALGREENS BOOTS ALLIANCE INC | 1.04% | - | 3,475,398 | $268.37M | No quote | No quote |
| 14 | LBTYK | LIBERTY GLOBAL PLC | 0.46% | - | 3,639,349 | $119.01M | $32.70 | No quote |
| 15 | AN | AUTONATION INC | 0.35% | - | 1,898,717 | $90.11M | $47.46 | No quote |
| 16 | LBTYA | LIBERTY GLOBAL PLC | 0.28% | - | 2,119,515 | $71.87M | $33.91 | No quote |
| 17 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.12% | - | 3,060,500 | $30.76M | $10.05 | No quote |
| 18 | LILAK | LIBERTY GLOBAL PLC | 0.06% | - | 636,044 | $14.82M | $23.30 | No quote |
| 19 | LILA | LIBERTY GLOBAL PLC | 0.03% | - | 370,424 | $8.8M | $23.76 | No quote |