Bill Gates - Bill & Melinda Gates Foundation Trust 13F Activity & Position Changes (Q3 2025)
As of Sep 30, 2025, 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, 2025. 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 2025, the filing reported:
New Buys - None reported
Increases - None reported
Reductions - Berkshire Hathaway Inc. New, Caterpillar, Inc., Canadian National Railway Compa, FedEx Corporation, Hormel Foods Corporation, and 5 more
Complete Exits - Crown Castle Inc., United Parcel Service, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2025
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-2,358,460
|
|
Q3 2025
|
CAT
Caterpillar, Inc.
|
Sell |
-1,000,000
|
|
Q3 2025
|
CCI
Crown Castle Inc.
|
Sell - Position Exit |
-1,420,072
|
|
Q3 2025
|
CNI
Canadian National Railway Compa
|
Sell |
-3,000,000
|
|
Q3 2025
|
FDX
FedEx Corporation
|
Sell |
-150,000
|
|
Q3 2025
|
HRL
Hormel Foods Corporation
|
Sell |
-110,000
|
|
Q3 2025
|
KHC
The Kraft Heinz Company
|
Sell |
-150,000
|
|
Q3 2025
|
MSFT
Microsoft Corporation
|
Sell |
-17,000,000
|
|
Q3 2025
|
UPS
United Parcel Service, Inc.
|
Sell - Position Exit |
-755,089
|
|
Q3 2025
|
WCN
Waste Connections, Inc.
|
Sell |
-110,000
|
|
Q3 2025
|
WM
Waste Management, Inc.
|
Sell |
-3,300,000
|
|
Q3 2025
|
WMT
Walmart Inc.
|
Sell |
-700,000
|