Bill Gates portfolio

Every US-listed position Gates Foundation Trust reported in its 13F for Q2 2026, the quarter ended 2026-06-30, filed with the SEC on 2026-08-14. 24 positions at the quarter end, after opening 2 and exiting 0 during it.

Holdings at Q2 2026

Ticker	Company	Allocation	Value	Shares	Change
BRK-B	Berkshire Hathaway Inc	21.35%	$7.35B	14,689,844	Trimmed
CAT	Caterpillar Inc	19.65%	$6.77B	6,353,614	-
CNI	Canadian National Railway Co	17.95%	$6.18B	51,826,786	-
WM	Waste Management Inc	17.30%	$5.96B	26,720,744	Trimmed
DE	Deere & Co	6.56%	$2.26B	3,557,378	-
ECL	Ecolab Inc.	4.22%	$1.45B	5,218,044	-
WMT	Walmart Inc.	2.76%	$950.31M	8,390,477	-
FDX	FedEx Corp	2.17%	$746.62M	2,384,362	-
KOF	Coca-Cola FEMSA SAB de CV	1.92%	$660.31M	6,214,719	-
HD	Home Depot, Inc.	1.02%	$352.68M	1,000,000	New
WCN	Waste Connections, Inc.	0.99%	$339.91M	2,039,175	-
MSGS	Madison Square Garden Sports Corp.	0.69%	$238.05M	592,406	-
FDXF	FedEx Freight Holding Company, Inc.	0.52%	$180.02M	1,192,181	New
CPNG	Coupang, Inc.	0.47%	$160.64M	9,248,045	-
WST	West Pharmaceutical Services Inc	0.46%	$159.58M	444,500	-
BUD	Anheuser-Busch InBev SA/NV	0.41%	$140.33M	1,703,000	-
PCAR	PACCAR Inc	0.35%	$120.12M	1,000,000	-
SDGR	Schrodinger, Inc.	0.33%	$113.45M	6,981,664	-
MCD	McDonald's Corp	0.26%	$90.53M	334,900	-
DHR	Danaher Corp	0.21%	$71.05M	373,000	-
KHC	Kraft Heinz Co	0.17%	$58.40M	2,472,600	-
HRL	Hormel Foods Corp	0.15%	$51.76M	2,085,290	-
ONON	On Holding AG	0.05%	$17.71M	500,000	-
VLTO	Veralto Corp	0.03%	$11.03M	124,333	-

What changed in Q2 2026

Action	Ticker	Company	Share change	Value
Trimmed	BRK-B	Berkshire Hathaway Inc	-2,358,460	$7.35B
Trimmed	WM	Waste Management Inc	-921,600	$5.96B
New	HD	Home Depot, Inc.	+1,000,000	$352.68M
New	FDXF	FedEx Freight Holding Company, Inc.	+1,192,181	$180.02M

Other investors

John Armitage David Tepper Seth Klarman William Von Mueffling AKO Capital Greenhaven Associates Chuck Akre Warren Buffett

13F filings