GATES FOUNDATION TRUST
Institutional investor · Portfolio as of Q3 2019
Top Holdings18 positions
Berkshire Hathaway Inc | 54.9M | $11.4B | 53.8% | $204.73 | +1.61% | 4 qtrssince 2018-Q4 | Increased 75 |
Waste Management Inc | 18.6M | $2.1B | 10.1% | $78.31 | +30.95% | 4 qtrssince 2018-Q4 | Unchanged 0 |
Canadian National Railway Co | 17.1M | $1.5B | 7.3% | $63.90 | +22.89% | 4 qtrssince 2018-Q4 | Unchanged 0 |
Caterpillar Inc | 11.3M | $1.4B | 6.7% | $108.41 | +1.42% | 4 qtrssince 2018-Q4 | Unchanged 0 |
Wal-Mart Stores Inc | 11.6M | $1.4B | 6.5% | $27.79 | +29.41% | 4 qtrssince 2018-Q4 | Unchanged 0 |
Ecolab Inc | 4.4M | $864.7M | 4.1% | $135.76 | +35.38% | 4 qtrssince 2018-Q4 | Unchanged 0 |
Crown Castle International Cor | 5.3M | $741.3M | 3.5% | $80.34 | +30.82% | 4 qtrssince 2018-Q4 | Unchanged 0 |
United Parcel Service Inc | 4.5M | $542.2M | 2.6% | $73.42 | +26.56% | 4 qtrssince 2018-Q4 | Unchanged 0 |
FedEx Corp | 3M | $440.3M | 2.1% | $113.18 | -8.72% | 4 qtrssince 2018-Q4 | Unchanged 0 |
COCA-COLA FEMSA SAB DE CV | 6.2M | $376.7M | 1.8% | $44.79 | +0.84% | 4 qtrssince 2018-Q4 | Unchanged 0 |
GRUPO TELEVISA S A B | 16.9M | $165.1M | 0.8% | $9.70 | -23.81% | 4 qtrssince 2018-Q4 | Unchanged 0 |
Liberty Global PLC | 3.6M | $86.6M | 0.4% | — | — | 4 qtrssince 2018-Q4 | Unchanged 0 |
LIBERTY GLOBAL PLC | 2.1M | $52.5M | 0.2% | — | — | 4 qtrssince 2018-Q4 | Unchanged 0 |
ARCOS DORADOS HOLDINGS INC | 3.1M | $20.6M | 0.1% | $6.88 | -14.53% | 4 qtrssince 2018-Q4 | Unchanged 0 |
Beyond Meat Inc | 96,542 | $14.3M | 0.1% | $151.66 | -94.92% | 1 qtr | New 42 |
Liberty Latin America Ltd | 636,044 | $10.9M | 0.1% | $13.52 | +20.64% | 4 qtrssince 2018-Q4 | Unchanged 0 |
Liberty Latin America Ltd | 370,424 | $6.3M | 0.0% | $13.53 | +19.51% | 4 qtrssince 2018-Q4 | Unchanged 0 |
CORNERSTONE BLDG BRANDS INC | 13,731 | $83,000 | 0.0% | $14.30 | +518.60% | 1 qtr | New 33 |
GATES FOUNDATION TRUST manages $21.2B across 18 positions as of Q3 2019. Top holdings: BRK/B (53.8%), WM (10.1%), CNI (7.3%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added 2 new positions, increased 1. Top move: BRK/B (INCREASED, conviction 75). Portfolio: $21.2B across 18 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR