Gates Foundation Trust 13F, Q2 2026

Bill Gates · quarter ending 30 June 2026 · filed 14 August 2026 · SEC CIK 1166559

$34.42B
Filed US book
24
Positions
21.4%
Largest position

Common stock only: shares the fund reported owning at the quarter end, valued as filed.

Largest positions, Q2 2026

Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.

CompanyTickerValue% of bookvs Q1 2026
BERKSHIRE HATHAWAY INC DELBRK/B$7.35B21.4%-14% shares
CATERPILLAR INCCAT$6.77B19.6%unchanged
CANADIAN NATL RY COCNI$6.18B17.9%unchanged
WASTE MGMT INC DELWM$5.96B17.3%-3% shares
DEERE & CODE$2.26B6.6%unchanged
ECOLAB INCECL$1.45B4.2%unchanged
WALMART INCWMT$950.31M2.8%unchanged
FEDEX CORPFDX$746.62M2.2%unchanged
COCA-COLA FEMSA SAB DE CVKOF$660.31M1.9%unchanged
HOME DEPOT INCHD$352.68M1.0%new
WASTE CONNECTIONS INCWCN$339.91M1.0%unchanged
MADISON SQUARE GRDN SPRT CORMSGS$238.05M0.7%unchanged
FEDEX FGHT HLDG CO INC$180.02M0.5%new
COUPANG INCCPNG$160.64M0.5%unchanged
WEST PHARMACEUTICAL SVSC INCWST$159.58M0.5%unchanged
ANHEUSER BUSCH INBEV SA NVBUD$140.33M0.4%unchanged
PACCAR INCPCAR$120.12M0.3%unchanged
SCHRODINGER INCSDGR$113.45M0.3%unchanged
MCDONALDS CORPMCD$90.53M0.3%unchanged
DANAHER CORP DELDHR$71.05M0.2%unchanged
KRAFT HEINZ COKHC$58.40M0.2%unchanged
HORMEL FOODS CORPHRL$51.76M0.1%unchanged
ON HLDG AG$17.71M0.1%unchanged
VERALTO CORPVLTO$11.03M0.0%unchanged

What changed since Q1 2026

Against the Q1 2026 filing, Gates Foundation Trust opened 2 new positions, added to 0, trimmed 2, left 20 unchanged and exited 0. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.

New positions

  • HD$352.68M
  • FEDEX FGHT HLDG CO INC$180.02M

Exited

Nothing from the previous filing was sold outright.

Added to

No position was increased by more than 2%.

Trimmed

  • BRK/B-14%$7.35B
  • WM-3%$5.96B

Other quarters

Source: SEC Form 13F-HR, accession 0001104659-26-097175, filed by GATES FOUNDATION TRUST. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.