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Bill & Melinda Gates Foundation
Bill & Melinda Gates Foundation Trust
Gates Foundation investment trust
$31.67B
Portfolio Value
22
Holdings
Q1 '26
Period
2026-05-15
Filed
📈
⚠️ ApproximationSimulated 13F Return
Total Return
+19.46%
Q4 '24 → Q3 '25
Annualized
+26.86%/yr
S&P: +18.77%/yr
Alpha (vs S&P)
+5.74%
3 quarters tracked
1-Year Return
—
⚠️ Approximation only. 13F filings are delayed ~45 days. Options, shorts, and intra-quarter trades not captured.
📈 Recent Activity
Changes from previous quarter
📊 Sector Breakdown
Portfolio allocation by sector
Industrials 41.0%Financials 25.8%Unknown 24.8%Materials 4.4%Consumer Staples 3.5%+3 more (0.6%)
💼 Holdings
🔍
22 of 22 positions · $31.67B
This quarter: reduced 2, sold 1. Net seller.
| # | Stock | % Portfolio▼ | Activity | Shares | Reported Price | Value | Current Price | +/- Reported | 52w Low | 52w High | SEC | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK.BBerkshire Hathaway Inc. Class B | 25.8% | Reduce 12.15% | 17048304 | $479.20 | $8.17B | — | — | — | — | 📄 | |
| 2 | WMWASTE MGMT INC DEL | 20.1% | Reduce 4.47% | 27642344 | $229.79 | $6.35B | — | — | — | — | 📄 | |
| 3 | CNICANADIAN NATL RY CO | 16.8% | Held | 51826786 | $102.77 | $5.33B | — | — | — | — | 📄 | |
| 4 | CATCATERPILLAR INC | 14.2% | Held | 6353614 | $708.46 | $4.50B | — | — | — | — | 📄 | |
| 5 | DEDEERE & CO | 6.3% | Held | 3557378 | $563.30 | $2.00B | — | — | — | — | 📄 | |
| 6 | ECLECOLAB INC | 4.4% | Held | 5218044 | $266.02 | $1.39B | — | — | — | — | 📄 | |
| 7 | WMTWALMART INC | 3.3% | Held | 8390477 | $124.28 | $1.04B | — | — | — | — | 📄 | |
| 8 | FDXFEDEX CORP | 2.7% | Held | 2384362 | $356.18 | $849.3M | — | — | — | — | 📄 | |
| 9 | KOFCoca-Cola FEMSA | 1.9% | Held | 6214719 | $97.55 | $606.2M | — | — | — | — | 📄 | |
| 10 | WCNWASTE CONNECTIONS INC | 1.0% | Held | 2039175 | $162.44 | $331.2M | — | — | — | — | 📄 | |
| 11 | MSGSMADISON SQUARE GRDN SPRT COR | 0.6% | Held | 592406 | $321.40 | $190.4M | — | — | — | — | 📄 | |
| 12 | CPNGCOUPANG INC | 0.6% | Held | 9248045 | $18.88 | $174.6M | — | — | — | — | 📄 | |
| 13 | BUDFFANHEUSER BUSCH INBEV SA NV | 0.4% | Held | 1703000 | $69.37 | $118.1M | — | — | — | — | 📄 | |
| 14 | PCARPACCAR INC | 0.4% | Held | 1000000 | $115.50 | $115.5M | — | — | — | — | 📄 | |
| 15 | WSTWEST PHARMACEUTICAL SVSC INC | 0.4% | Held | 444500 | $250.64 | $111.4M | — | — | — | — | 📄 | |
| 16 | MCDMCDONALDS CORP | 0.3% | Held | 334900 | $310.79 | $104.1M | — | — | — | — | 📄 | |
| 17 | SDGRSCHRODINGER INC | 0.3% | Held | 6981664 | $11.36 | $79.3M | — | — | — | — | 📄 | |
| 18 | DHRDANAHER CORP DEL | 0.2% | Held | 373000 | $189.60 | $70.7M | — | — | — | — | 📄 | |
| 19 | KHCKRAFT HEINZ CO | 0.2% | Held | 2472600 | $22.49 | $55.6M | — | — | — | — | 📄 | |
| 20 | HRLHORMEL FOODS CORP | 0.1% | Held | 2085290 | $22.65 | $47.2M | — | — | — | — | 📄 | |
| 21 | OKEON HLDG AG | 0.1% | Held | 500000 | $34.02 | $17.0M | — | — | — | — | 📄 | |
| 22 | VLTOVERALTO CORP | <0.1% | Held | 124333 | $88.42 | $11.0M | — | — | — | — | 📄 |