Bill Gates

Gates Foundation Trust

William Henry Gates III is an influential American businessman and philanthropist, renowned for co-founding Microsoft in 1975 alongside Paul Allen, which played a critical role in the microcomputer revolution. Gates became the world's youngest billionaire in 1987 and has been recognized by Forbes as the wealthiest individual multiple times. His philanthropic efforts, particularly through the Bill & Melinda Gates Foundation, focus on global health, education, and poverty alleviation initiatives, showcasing his commitment to societal improvement beyond corporate success. Gates currently oversees the Gates Foundation Trust, which operates as a 13F manager with a diverse investment strategy. The Trust's portfolio is characterized by significant positions in major corporations, including Microsoft Corp, Berkshire Hathaway, and Caterpillar Inc. The firm employs a strategic approach that includes both position increases and reductions, reflecting a dynamic response to market conditions. Recent disclosures from the Gates Foundation Trust reveal a total of 200 filings from May 15, 2024, to May 15, 2026, with notable actions including 100 position increases and 92 reductions. The disclosed trading record indicates a substantial engagement with key sectors such as Industrials and Consumer Defensive, with the largest move being a trim of approximately $8.3 billion in Microsoft shares on November 14, 2025.

Latest Trades

CompanyValueActionChangePriceLast Price
Microsoft CorpMSFT$-3.7BExitQ1 2026 13F$4B$418.44$395.63
Berkshire Hathaway Inc.BRK-B$8B17M sharesTrimQ1 2026 13F$2B$490.90$493.12
Caterpillar, Inc. Common StockCAT$5B6.4M sharesAddQ1 2026 13F$861M$723.66$861.78
Deere & Company Common StockDE$2B3.6M sharesAddQ1 2026 13F$348M$564.15$595.56
Canadian National Railway Co (2)CNI$5B51.8M sharesAddQ1 2026 13F$203M$106.04$127.81
FedEx CorporationFDX$849M2.4M sharesAddQ1 2026 13F$161M$279.53$318.37
Walmart IncWMT$1B8.4M sharesAddQ1 2026 13F$108M$122.77$112.53
Schrödinger, Inc.SDGR$79M7M sharesTrimQ1 2026 13F$46M$11.36$16.27
Coupang, Inc. Class A Common StockCPNG$175M9.2M sharesTrimQ1 2026 13F$44M$18.74$17.56
Madison Square Garden Sports Corp.MSGS$190M592.4k sharesAddQ1 2026 13F$37M$298.04$390.02
Waste Connections, Inc. Common SharesWCN$331M2M sharesTrimQ1 2026 13F$26M$165.45$171.23
Ecolab IncECL$1B5.2M sharesAddQ1 2026 13F$18M$282.22$269.28
COCA COLA FEMSA SAB DE CVKOF$606M6.2M sharesAddQ1 2026 13F$18M$103.44$101.80
Danaher CorpDHR$71M373k sharesTrimQ1 2026 13F$15M$212.96$205.04
West Pharmaceutical Services, Inc.WST$111M444.5k sharesTrimQ1 2026 13F$11M$248.81$359.00
Anheuser-Busch InBev SA/NVBUD$118M1.7M sharesAddQ1 2026 13F$9M$74.37$81.13
ON HOLDING AGONON$17M500k sharesTrimQ1 2026 13F$6M$43.66$37.46
PACCAR IncPCAR$116M1M sharesAddQ1 2026 13F$6M$120.68$125.47
Waste Management, Inc.WM$6B27.6M sharesTrimQ1 2026 13F$5M$229.77$238.83
The Kraft Heinz CoKHC$56M2.5M sharesTrimQ1 2026 13F$4M$23.52$25.45
Hormel Foods CorporationHRL$47M2.1M sharesTrimQ1 2026 13F$2M$23.90$25.15
McDonald's CorporationMCD$104M334.9k sharesAddQ1 2026 13F$2M$318.58$267.18
VERALTO CORPVLTO$11M124.3k sharesTrimQ1 2026 13F$1M$95.05$91.00