Bill Gates - Bill & Melinda Gates Foundation Trust 13F Activity & Position Changes (Q3 2025)
According to the SEC 13F filed on Nov 14, 2025, the Bill & Melinda Gates Foundation Trust portfolio showed several notable changes in holdings as of quarter-end Sep 30, 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
|