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 22 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 51.22% | Reduce -14.8% | 28,686,679 | $10.12B | No quote | No quote |
| 2 | WM | WASTE MGMT INC DEL | 14.94% | - | 18,633,672 | $2.95B | $158.50 | |
| 3 | CNI | CANADIAN NATL RY CO | 8.87% | - | 13,066,169 | $1.75B | $134.16 | |
| 4 | CAT | CATERPILLAR INC | 8.29% | Reduce -24.1% | 7,353,614 | $1.64B | $222.82 | |
| 5 | ECL | ECOLAB INC | 3.90% | - | 4,366,427 | $770.94M | $176.56 | |
| 6 | WMT | WALMART INC | 2.28% | Reduce -56.4% | 3,020,859 | $449.87M | $148.92 | |
| 7 | DE | DEERE & CO | 1.89% | Reduce -13.0% | 899,655 | $373.77M | $415.46 | |
| 8 | KOF | COCA-COLA FEMSA SAB DE CV | 1.73% | - | 6,214,719 | $341.5M | $54.95 | |
| 9 | MSFT | MICROSOFT CORP | 1.47% | Reduce -51.3% | 944,620 | $291.24M | $308.31 | |
| 10 | CCI | CROWN CASTLE INTL CORP NEW | 1.33% | Reduce -68.9% | 1,420,072 | $262.15M | $184.60 | |
| 11 | SDGR | SCHRODINGER INC | 1.21% | - | 6,981,664 | $238.21M | $34.12 | |
| 12 | UPS | UNITED PARCEL SERVICE INC | 0.80% | Reduce -67.6% | 740,689 | $158.85M | $214.46 | |
| 13 | FDX | FEDEX CORP | 0.63% | Reduce -64.2% | 534,362 | $123.65M | $231.39 | |
| 14 | CPNG | COUPANG INC | 0.51% | - | 5,714,285 | $101.03M | $17.68 | |
| 15 | SAFM | SANDERSON FARMS INC | 0.50% | - | 524,236 | $98.29M | No quote | No quote |
| 16 | MSGS | MADISON SQUARE GRDN SPRT COR | 0.25% | - | 278,147 | $49.89M | $179.36 | |
| 17 | WEBR | WEBER INC | 0.12% | - | 2,500,000 | $24.58M | No quote | No quote |
| 18 | ONON | ON HLDG AG | 0.06% | - | 500,000 | $12.62M | $25.24 | |
| 22 | TV | GRUPO TELEVISA S A B | - | Sold | 0 | $0 | No quote | No quote |
| 21 | CP | CANADIAN PAC RY LTD | - | Sold | 0 | $0 | No quote | No quote |
| 20 | GOOGL | ALPHABET INC | - | Sold | 0 | $0 | No quote | No quote |
| 19 | GOOG | ALPHABET INC | - | Sold | 0 | $0 | No quote | No quote |