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 | 47.61% | Reduce -7.3% | 63,569,972 | $12.6B | No quote | No quote |
| 2 | MSFT | MICROSOFT CORP | 15.51% | Reduce -14.3% | 48,000,000 | $4.11B | $85.54 | No quote |
| 3 | CAT | CATERPILLAR INC DEL | 6.70% | - | 11,260,857 | $1.77B | $157.58 | No quote |
| 4 | WM | WASTE MGMT INC DEL | 6.08% | - | 18,633,672 | $1.61B | $86.30 | No quote |
| 5 | CNI | CANADIAN NATL RY CO | 5.34% | - | 17,126,874 | $1.41B | $82.50 | No quote |
| 6 | WMT | WAL-MART STORES INC | 4.33% | - | 11,603,000 | $1.15B | $98.75 | No quote |
| 7 | FDX | FEDEX CORP | 2.85% | - | 3,024,999 | $754.86M | $249.54 | No quote |
| 8 | CCI | CROWN CASTLE INTL CORP NEW | 2.24% | - | 5,332,900 | $592.01M | $111.01 | No quote |
| 9 | ECL | ECOLAB INC | 2.21% | - | 4,366,426 | $585.89M | $134.18 | No quote |
| 10 | UPS | UNITED PARCEL SERVICE INC | 2.04% | - | 4,525,329 | $539.19M | $119.15 | No quote |
| 11 | KOF | COCA COLA FEMSA S A B DE C V | 1.63% | - | 6,214,719 | $432.67M | $69.62 | No quote |
| 12 | TV | GRUPO TELEVISA SA | 1.19% | - | 16,879,104 | $315.13M | No quote | No quote |
| 13 | WBA | WALGREENS BOOTS ALLIANCE INC | 0.95% | - | 3,475,398 | $252.38M | No quote | No quote |
| 14 | LBTYK | LIBERTY GLOBAL PLC | 0.47% | - | 3,639,349 | $123.16M | $33.84 | No quote |
| 15 | AN | AUTONATION INC | 0.37% | - | 1,898,717 | $97.46M | $51.33 | No quote |
| 16 | LBTYA | LIBERTY GLOBAL PLC | 0.29% | - | 2,119,515 | $75.96M | $35.84 | No quote |
| 17 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.12% | - | 3,060,500 | $31.68M | $10.35 | No quote |
| 18 | LILAK | LIBERTY GLOBAL PLC | 0.05% | - | 636,044 | $12.65M | $19.89 | No quote |
| 19 | LILA | LIBERTY GLOBAL PLC | 0.03% | - | 370,424 | $7.46M | $20.15 | No quote |