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.

History Trades

CompanyValueActionChangePriceLast Price
Microsoft CorpMSFT$-465.6MTrimQ4 2024 13F$466M$425.95$390.34
Caterpillar, Inc. Common StockCAT$-208.5MTrimQ4 2024 13F$209M$387.82$861.78
Waste Management, Inc.WM$-187.3MTrimQ4 2024 13F$187M$214.79$238.83
Ecolab IncECL$-109.6MTrimQ4 2024 13F$110M$248.60$269.28
McDonald's CorporationMCD$97.1MOtherQ4 2024 13F$97M$298.19$267.18
Walmart IncWMT$87.3MAddQ4 2024 13F$87M$86.78$109.33
COCA COLA FEMSA SAB DE CVKOF$-67.3MTrimQ4 2024 13F$67M$82.39$103.24
Crown Castle International CorpCCI$-39.6MTrimQ4 2024 13F$40M$104.55$76.21
Anheuser-Busch InBev SA/NVBUD$-27.6MTrimQ4 2024 13F$28M--$81.13
Coupang, Inc. Class A Common StockCPNG$-23.8MTrimQ4 2024 13F$24M$24.55$15.76
Deere & Company Common StockDE$22.7MAddQ4 2024 13F$23M$421.23$595.56
FedEx CorporationFDX$19.4MAddQ4 2024 13F$19M$224.82$315.19
Danaher CorpDHR$-18.1MTrimQ4 2024 13F$18M$245.76$205.04
Waste Connections, Inc. Common SharesWCN$-15.6MTrimQ4 2024 13F$16M$181.71$171.23
The Kraft Heinz CoKHC$-11.5MTrimQ4 2024 13F$12M$32.77$25.96
Madison Square Garden Sports Corp.MSGS$10.3MAddQ4 2024 13F$10M$223.24$390.02
United Parcel ServiceUPS$-7.7MTrimQ4 2024 13F$8M$131.61$113.97
PACCAR IncPCAR$5.3MAddQ4 2024 13F$5M--$125.47
Schrödinger, Inc.SDGR$5.2MAddQ4 2024 13F$5M--$16.27
ON HOLDING AGONON$2.3MAddQ4 2024 13F$2M$52.97$34.84
VERALTO CORPVLTO$-1.2MTrimQ4 2024 13F$1M$106.55$90.55
Hormel Foods CorporationHRL$-724.4KTrimQ4 2024 13F$724k$31.34$25.15
Bill Gates (Gates Foundation Trust) exit Unmapped 13F securityPORTFOLIO$-292.8KExitQ4 2024 13F$293k----
Microsoft CorpMSFT$-3.1BTrimQ3 2024 13F$3B$427.47$390.34
Waste Management, Inc.WM$-825.0MTrimQ3 2024 13F$825M$208.63$238.83
Caterpillar, Inc. Common StockCAT$426.7MAddQ3 2024 13F$427M$345.34$861.78
FedEx CorporationFDX$233.5MAddQ3 2024 13F$234M$233.84$315.19
Berkshire Hathaway Inc.BRK-B$10B22.1M sharesAddQ3 2024 13F$174M$442.18$493.12
Deere & Company Common StockDE$155.5MAddQ3 2024 13F$155M$377.03$595.56
Walmart IncWMT$118.5MAddQ3 2024 13F$119M$73.44$109.33
PACCAR IncPCAR$98.7MOtherQ3 2024 13F$99M--$125.47
Ecolab IncECL$90.4MAddQ3 2024 13F$90M$244.65$269.28
Canadian National Railway Co (2)CNI$-53.7MTrimQ3 2024 13F$54M$116.51$127.81
Coupang, Inc. Class A Common StockCPNG$33.3MAddQ3 2024 13F$33M$24.55$15.76
Crown Castle International CorpCCI$29.7MAddQ3 2024 13F$30M$110.15$76.21
COCA COLA FEMSA SAB DE CVKOF$17.9MAddQ3 2024 13F$18M$88.72$103.24
Anheuser-Busch InBev SA/NVBUD$13.9MAddQ3 2024 13F$14M--$81.13
Madison Square Garden Sports Corp.MSGS$11.9MAddQ3 2024 13F$12M$201.03$390.02
Danaher CorpDHR$10.5MAddQ3 2024 13F$11M$264.64$205.04
The Kraft Heinz CoKHC$7.6MAddQ3 2024 13F$8M$34.41$25.96
Waste Connections, Inc. Common SharesWCN$7.4MAddQ3 2024 13F$7M$180.94$171.23
ON HOLDING AGONON$5.7MAddQ3 2024 13F$6M$42.90$34.84
Schrödinger, Inc.SDGR$-5.5MTrimQ3 2024 13F$6M--$16.27
Hormel Foods CorporationHRL$2.7MAddQ3 2024 13F$3M$31.75$25.15
VERALTO CORPVLTO$2.0MAddQ3 2024 13F$2M$105.67$90.55
United Parcel ServiceUPS$-385.1KTrimQ3 2024 13F$385k$131.29$113.97
Bill Gates (Gates Foundation Trust) add Unmapped 13F securityPORTFOLIO$293k31.3k sharesAddQ3 2024 13F$1.6k$9.37--
Berkshire Hathaway Inc.BRK-B$10B24.6M sharesAddQ2 2024 13F$3B$408.62$493.12
Canadian National Railway Co (2)CNI$-744.5MTrimQ2 2024 13F$745M$125.22$127.81
Caterpillar, Inc. Common StockCAT$-245.1MTrimQ2 2024 13F$245M$346.74$861.78
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