Quant · Guru Portfolio
← All gurus
Bill Gates
Gates Foundation Trust
$34.42B
24 holdings · Q2 2026
Latest moves · Q2 2026 vs Q1 2026
BRK.BReduced · $818.9M
WMReduced · $396.4M
HDNew buy · $352.7M
FDXFNew buy · $180.0MFull portfolio · 24 positions
| # | Stock | Shares | Value | % book |
|---|---|---|---|---|
| 1 | BRK.BBERKSHIRE HATHAWAY INC DEL | 14.69M | $7.35B | 21.4% |
| 2 |  CATCATERPILLAR INC | 6.35M | $6.77B | 19.7% |
| 3 |  CNICANADIAN NATL RY CO | 51.83M | $6.18B | 18% |
| 4 | WMWASTE MGMT INC DEL | 26.72M | $5.96B | 17.3% |
| 5 |  DEDEERE & CO | 3.56M | $2.26B | 6.6% |
| 6 |  ECLECOLAB INC | 5.22M | $1.45B | 4.2% |
| 7 |  WMTWALMART INC | 8.39M | $950.3M | 2.8% |
| 8 |  FDXFEDEX CORP | 2.38M | $746.6M | 2.2% |
| 9 |  KOFCOCA-COLA FEMSA SAB DE CV | 6.21M | $660.3M | 1.9% |
| 10 | HDHOME DEPOT INC | 1.00M | $352.7M | 1% |
| 11 |  WCNWASTE CONNECTIONS INC | 2.04M | $339.9M | 1% |
| 12 |  MSGSMADISON SQUARE GRDN SPRT COR | 592.4K | $238.1M | 0.7% |
| 13 | FDXFFEDEX FGHT HLDG CO INC | 1.19M | $180.0M | 0.5% |
| 14 |  CPNGCOUPANG INC | 9.25M | $160.6M | 0.5% |
| 15 |  WSTWEST PHARMACEUTICAL SVSC INC | 444.5K | $159.6M | 0.5% |
| 16 |  BUDANHEUSER BUSCH INBEV SA NV | 1.70M | $140.3M | 0.4% |
| 17 |  PCARPACCAR INC | 1.00M | $120.1M | 0.3% |
| 18 |  SDGRSCHRODINGER INC | 6.98M | $113.5M | 0.3% |
| 19 |  MCDMCDONALDS CORP | 334.9K | $90.5M | 0.3% |
| 20 |  DHRDANAHER CORP DEL | 373.0K | $71.0M | 0.2% |
| 21 |  KHCKRAFT HEINZ CO | 2.47M | $58.4M | 0.2% |
| 22 |  HRLHORMEL FOODS CORP | 2.09M | $51.8M | 0.2% |
| 23 |  —ON HLDG AG | 500.0K | $17.7M | 0.1% |
| 24 |  VLTOVERALTO CORP | 124.3K | $11.0M | 0% |
Source: SEC EDGAR 13F filings · For research and education only — not investment advice.