GATES FOUNDATION TRUST
Institutional investor · Portfolio as of Q3 2024
Top Holdings24 positions
MICROSOFT | 29M | $12.5B | 27.6% | $232.38 | +82.48% | 13 qtrssince 2021-Q3 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 22.1M | $10.2B | 22.6% | $297.56 | +54.68% | 24 qtrssince 2018-Q4 | Decreased 0 |
WASTE MGMT INC DEL | 32.2M | $6.7B | 14.8% | $113.94 | +77.13% | 24 qtrssince 2018-Q4 | Decreased 0 |
CANADIAN NATL RY CO | 54.8M | $6.4B | 14.2% | $92.88 | +20.99% | 24 qtrssince 2018-Q4 | Unchanged 0 |
CATERPILLAR INC | 7.4M | $2.9B | 6.4% | $108.41 | +251.98% | 24 qtrssince 2018-Q4 | Unchanged 0 |
DEERE & CO | 3.6M | $1.5B | 3.3% | $316.88 | +28.72% | 13 qtrssince 2021-Q3 | Unchanged 0 |
ECOLAB INC | 5.2M | $1.3B | 3.0% | $136.27 | +83.50% | 24 qtrssince 2018-Q4 | Unchanged 0 |
WALMART INC | 9.1M | $734.1M | 1.6% | $27.86 | +184.61% | 24 qtrssince 2018-Q4 | Unchanged 0 |
FEDEX CORP | 2.5M | $693.6M | 1.5% | $150.92 | +40.40% | 24 qtrssince 2018-Q4 | Increased 74 |
COCA COLA FEMSA S A B DE C V | 6.2M | $551.4M | 1.2% | $44.79 | +84.83% | 24 qtrssince 2018-Q4 | Unchanged 0 |
WASTE CONNECTIONS INC | 2.1M | $384.3M | 0.9% | $131.44 | +34.27% | 9 qtrssince 2022-Q3 | Unchanged 0 |
COUPANG INC | 9.2M | $227M | 0.5% | $36.86 | -33.40% | 15 qtrssince 2021-Q1 | Unchanged 0 |
CROWN CASTLE INTL CORP NEW | 1.4M | $168.5M | 0.4% | $80.34 | +35.85% | 24 qtrssince 2018-Q4 | Unchanged 0 |
SCHRODINGER INC | 7M | $129.5M | 0.3% | $53.54 | -65.00% | 19 qtrssince 2020-Q1 | Unchanged 0 |
MADISON SQUARE GARDEN SPRT COR | 592,406 | $123.4M | 0.3% | $159.91 | +30.23% | 13 qtrssince 2021-Q3 | Unchanged 0 |
ANHEUSER BUSCH INBEV SA/NV | 1.7M | $112.9M | 0.3% | $54.14 | +18.60% | 6 qtrssince 2023-Q2 | Unchanged 0 |
DANAHER CORP | 373,000 | $103.7M | 0.2% | $230.40 | +19.06% | 8 qtrssince 2022-Q4 | Unchanged 0 |
UNITED PARCEL SVC INC | 755,089 | $102.9M | 0.2% | $74.64 | +66.26% | 24 qtrssince 2018-Q4 | Unchanged 0 |
PACCAR INC | 1M | $98.7M | 0.2% | $92.46 | 0.00% | 1 qtr | New 51 |
KRAFT HEINZ COMPANY | 2.6M | $92.1M | 0.2% | $27.03 | +15.08% | 9 qtrssince 2022-Q3 | Unchanged 0 |
GATES FOUNDATION TRUST manages $45.1B across 24 positions as of Q3 2024. Top holdings: MSFT (27.6%), BRK/B (22.6%), WM (14.8%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added 1 new position, increased 1, trimmed 3. Top move: FDX (INCREASED, conviction 74). Portfolio: $45.1B across 24 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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