Gates Foundation Trust 13F Holdings
Gates Foundation Trust's holdings from its Form 13F-HR filing for the quarter ended June 30, 2026, compared with the previous quarter (March 31, 2026). 13F filings list the long U.S. equity positions held by institutional investment managers with over $100 million under management.
Quarter
Q2 2026
Reported 13F value
$34.4B
Largest holding
Berkshire Hathaway Inc DEL (CL B New)
Biggest Buys (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| HOME DEPOT INC | New position | $352.7M | 1.02% |
| FEDEX FGHT HLDG CO INC | New position | $180.0M | 0.52% |
Biggest Sells (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL (CL B NEW) | -2.36M sh | -$1.2B | 21.35% |
| WASTE MGMT INC DEL | -921,600 sh | -$208.6M | 17.30% |
Top 24 Holdings
| Security | Value | % of portfolio | Change in shares |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL (CL B NEW) | $7.4B | 21.35% | -13.83% |
| CATERPILLAR INC | $6.8B | 19.65% | +0.00% |
| CANADIAN NATL RY CO | $6.2B | 17.95% | +0.00% |
| WASTE MGMT INC DEL | $6.0B | 17.30% | -3.33% |
| DEERE & CO | $2.3B | 6.55% | +0.00% |
| ECOLAB INC | $1.5B | 4.22% | +0.00% |
| WALMART INC | $950.3M | 2.76% | +0.00% |
| FEDEX CORP | $746.6M | 2.17% | +0.00% |
| COCA-COLA FEMSA SAB DE CV (SPONS ADS REP) | $660.3M | 1.92% | +0.00% |
| HOME DEPOT INC | $352.7M | 1.02% | New |
| WASTE CONNECTIONS INC | $339.9M | 0.99% | +0.00% |
| MADISON SQUARE GRDN SPRT COR (CL A) | $238.1M | 0.69% | +0.00% |
| FEDEX FGHT HLDG CO INC | $180.0M | 0.52% | New |
| COUPANG INC (CL A) | $160.6M | 0.47% | +0.00% |
| WEST PHARMACEUTICAL SVSC INC | $159.6M | 0.46% | +0.00% |
| ANHEUSER BUSCH INBEV SA NV (SPONSORED ADR) | $140.3M | 0.41% | +0.00% |
| PACCAR INC | $120.1M | 0.35% | +0.00% |
| SCHRODINGER INC | $113.5M | 0.33% | +0.00% |
| MCDONALDS CORP | $90.5M | 0.26% | +0.00% |
| DANAHER CORP DEL | $71.0M | 0.21% | +0.00% |
| KRAFT HEINZ CO | $58.4M | 0.17% | +0.00% |
| HORMEL FOODS CORP | $51.8M | 0.15% | +0.00% |
| ON HLDG AG (NAMEN AKT A) | $17.7M | 0.05% | +0.00% |
| VERALTO CORP (COM SHS) | $11.0M | 0.03% | +0.00% |
Values are as reported in the filing, adjusted for stock splits. Ranked by market value; options and other non-equity positions may be included where the filing lists them.
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