Bill Gates - Bill & Melinda Gates Foundation Trust Portfolio Holdings (Jun 30, 2025)
As of Jun 30, 2025, the Bill & Melinda Gates Foundation Trust portfolio holdings is valued at approximately $47.78B, featuring 25 publicly traded holdings. This in-depth profile highlights the top investments led by MICROSOFT CORP (MSFT), BERKSHIRE HATHAWAY INC DEL (BRK-B), WASTE MGMT INC DEL (WM), CANADIAN NATL RY CO (CNI), CATERPILLAR INC (CAT), and others based on the company's latest SEC filings reported on Aug 14, 2025. Explore insights into portfolio composition, sector allocation, and recent trade activity.
Bill & Melinda Gates Foundation Trust’s stock portfolio spans 25 holdings across 10 different sectors, with a total market value of $47.78B. The Industrials sector represents the largest allocation, while the top holdings account for nearly 85% of the total portfolio value. MICROSOFT CORP remains single largest position at 27.3% of all equity investments.
Trends by sector
Investment Adjustments from Previous Filing
Bill & Melinda Gates Foundation Trust Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| MSFT MICROSOFT CORP | 27.27% | $13,027,768,274 |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 24.53% | $11,718,561,977 |
| WM WASTE MGMT INC DEL | 15.44% | $7,375,862,594 |
| CNI CANADIAN NATL RY CO | 11.94% | $5,704,178,815 |
| CAT CATERPILLAR INC | 5.97% | $2,854,746,491 |
| DE DEERE & CO | 3.79% | $1,808,891,139 |
| ECL ECOLAB INC | 2.94% | $1,405,949,775 |
| WMT WALMART INC | 1.86% | $888,866,841 |
| KOF COCA-COLA FEMSA SAB DE CV | 1.26% | $601,149,769 |
| FDX FEDEX CORP | 1.21% | $576,085,826 |
| WCN WASTE CONNECTIONS INC | 0.84% | $401,293,956 |
| CPNG COUPANG INC | 0.58% | $277,071,428 |
| CCI CROWN CASTLE INC | 0.31% | $145,883,997 |
| SDGR SCHRODINGER INC | 0.29% | $140,471,080 |
| MSGS MADISON SQUARE GRDN SPRT COR | 0.26% | $123,783,234 |
| BUD ANHEUSER BUSCH INBEV SA/NV | 0.24% | $117,030,160 |
| MCD MCDONALDS CORP | 0.20% | $97,847,733 |
| WST WEST PHARMACEUTICAL SVSC INC | 0.20% | $97,256,600 |
| PCAR PACCAR INC | 0.20% | $95,060,000 |
| UPS UNITED PARCEL SERVICE INC | 0.16% | $76,218,684 |
| DHR DANAHER CORPORATION | 0.15% | $73,682,420 |
| KHC KRAFT HEINZ CO | 0.14% | $67,715,532 |
| HRL HORMEL FOODS CORP | 0.14% | $66,407,523 |
| ONON ON HLDG AG | 0.05% | $26,025,000 |
| VLTO VERALTO CORP | 0.03% | $12,551,416 |