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Gates Foundation Trust

Superinvestor

Gates Foundation Trust

SEC CIK
0001166559
Manager
Bill Gates
Style
Quality
Latest filing
Aug 14, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
15
−2 vs. Q1 2021
Portfolio value
$23.9B
+$2.91B (+13.9%) vs. Q1 2021
Filed
Aug 16, 2021
SEC
Holdings of Gates Foundation Trust in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock43,686,679$12.1B50.9%+6,582,280+17.7%AddedHistory
WMWaste Management IncStock18,633,672$2.61B10.9%00.0%UnchangedHistory
CATCaterpillar IncStock10,156,756$2.21B9.3%00.0%UnchangedHistory
CNICanadian National Railway CoStock13,907,283$1.47B6.2%00.0%UnchangedHistory
WMTWalmart Inc.Stock7,600,706$1.07B4.5%00.0%UnchangedHistory
CCICrown Castle Inc.REIT5,086,680$992.4M4.2%00.0%UnchangedHistory
ECLEcolab Inc.Stock4,366,427$899.4M3.8%+10.0%AddedHistory
UPSUnited Parcel Service IncStock2,801,790$582.7M2.4%00.0%UnchangedHistory
SDGRSchrodinger, Inc.COM6,981,664$527.9M2.2%00.0%UnchangedHistory
FDXFedEx CorpStock1,493,712$445.6M1.9%00.0%UnchangedHistory
KOFCoca Cola Femsa SAB de CVSPONS ADS REP6,214,719$328.9M1.4%00.0%UnchangedHistory
TVGrupo Televisa, S.A.B.SPON ADR REP ORD16,879,104$241.0M1.0%00.0%UnchangedHistory
CPNGCoupang, Inc.CL A5,714,285$239.0M1.0%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock21,491$53.9M0.2%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock21,554$52.6M0.2%00.0%UnchangedHistory

Sold out since Q1 2021 (2)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Gates Foundation Trust sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
LBTYKLiberty Global Ltd.SHS CL C507,517$13.0M0.1%History
LBTYALiberty Global Ltd.SHS CL A380,772$9.77M<0.1%History