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 14 of 18 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 50.61% | Reduce -9.6% | 47,078,974 | $10.04B | No quote | No quote |
| 2 | WM | WASTE MGMT INC DEL | 10.84% | - | 18,633,672 | $2.15B | $115.37 | No quote |
| 3 | CNI | CANADIAN NATL RY CO | 7.99% | - | 17,126,874 | $1.58B | $92.48 | No quote |
| 4 | CAT | CATERPILLAR INC DEL | 7.74% | - | 11,260,857 | $1.53B | $136.29 | No quote |
| 5 | WMT | WALMART INC | 6.47% | - | 11,603,000 | $1.28B | $110.49 | No quote |
| 6 | ECL | ECOLAB INC | 4.35% | - | 4,366,426 | $862.11M | $197.44 | No quote |
| 7 | CCI | CROWN CASTLE INTL CORP NEW | 3.51% | - | 5,332,900 | $695.14M | $130.35 | No quote |
| 8 | FDX | FEDEX CORP | 2.50% | - | 3,024,999 | $496.68M | $164.19 | No quote |
| 9 | UPS | UNITED PARCEL SERVICE INC | 2.36% | - | 4,525,329 | $467.33M | $103.27 | No quote |
| 10 | KOF | COCA COLA FEMSA S A B DE C V | 1.95% | - | 6,214,719 | $386.18M | $62.14 | No quote |
| 11 | TV | GRUPO TELEVISA SA | 0.72% | - | 16,879,104 | $142.46M | No quote | No quote |
| 12 | LBTYK | LIBERTY GLOBAL PLC | 0.49% | - | 3,639,349 | $96.55M | $26.53 | No quote |
| 13 | LBTYA | LIBERTY GLOBAL PLC | 0.29% | - | 2,119,515 | $57.21M | $26.99 | No quote |
| 14 | ARCO | ARCOS DORADOS HOLDINGS INC | 0.11% | - | 3,060,500 | $22.28M | $7.28 | No quote |
| 15 | LILAK | LIBERTY LATIN AMERICA LTD | 0.06% | - | 636,044 | $10.93M | $17.19 | No quote |
| 16 | LILA | LIBERTY LATIN AMERICA LTD | 0.03% | - | 370,424 | $6.38M | $17.23 | No quote |
| 18 | MSFT | MICROSOFT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 17 | AN | AUTONATION INC | - | Sold | 0 | $0 | No quote | No quote |