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Bill Gates - Bill & Melinda Gates Foundation Trust 13F Activity & Position Changes (Q3 2024)

As of Sep 30, 2024, the Bill & Melinda Gates Foundation Trust portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 2024. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q3 2024, the filing reported:

New Buys - PACCAR Inc.

Increases - FedEx Corporation

Reductions - Berkshire Hathaway Inc. New, Microsoft Corporation, Waste Management, Inc.

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2024	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-2,482,589	-10.1%	$10.19B	22,137,613
Q3 2024	FDX FedEx Corporation	FedEx Corporation	Buy	+1,000,000	+65.2%	$693.60M	2,534,362
Q3 2024	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-5,932,350	-17.0%	$12.46B	28,957,247
Q3 2024	PCAR PACCAR Inc.	PACCAR Inc.	Buy - Position Entry	+1,000,000	-	$98.68M	1,000,000
Q3 2024	WM Waste Management, Inc.	Waste Management, Inc.	Sell	-3,000,000	-8.5%	$6.69B	32,234,344