Gates Foundation Trust at a glance
Gates Foundation Trust reported 24 positions worth $34.4 billion in its 13F-HR for Q2 2026, filed August 14, 2026. Its largest holdings were Berkshire Hathaway Inc (BRK-A) at 21.4%, Caterpillar Inc (CAT) at 19.7% and Canadian Natl Ry Co (CNI) at 18.0%.
- Versus Q1 2026, it opened 2 new positions, added to 0, trimmed 1 and sold out of 0. Reported portfolio value went from $31.7 billion to $34.4 billion.
- The 10 largest positions made up 94.9% of the reported portfolio.
- Largest estimated buys in Q2 2026: Home Depot Inc (HD) (new position, about $352.7 million) and Fedex Fght Hldg Co Inc (FDXF) (new position, about $180.0 million).
Source: 13F-HR filings on SEC EDGAR.
- 13F portfolio · Q2 2026
- $34.4B
- +8.7% vs prior quarter
- Positions
- 24
- 2 new · 0 sold out
- Top 10 weight
- 94.9%
- Concentration of the 13F book
- Turnover
- 3%
- Quarter-over-quarter
Gates Foundation Trust top 13F holdings, Q2 2026
Largest reported positions by market value, from the 13F-HR filed Aug 14, 2026
| # | Company | Weight | Value | Shares | vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway IncBRK-A | 21.35% | $7.4B | 14,689,844 | Trimmed |
| 2 | Caterpillar IncCAT | 19.65% | $6.8B | 6,353,614 | Held |
| 3 | Canadian Natl Ry CoCNI | 17.95% | $6.2B | 51,826,786 | Held |
| 4 | Waste Mgmt IncWM | 17.30% | $6.0B | 26,720,744 | Held |
| 5 | Deere & CoDE | 6.55% | $2.3B | 3,557,378 | Held |
| 6 | Ecolab IncECL | 4.22% | $1.5B | 5,218,044 | Held |
| 7 | Walmart IncWMT | 2.76% | $950.3M | 8,390,477 | Held |
| 8 | Fedex CorpFDX | 2.17% | $746.6M | 2,384,362 | Held |
| 9 | Coca-cola Femsa Sab De CvKOF | 1.92% | $660.3M | 6,214,719 | Held |
| 10 | Home Depot IncHD | 1.02% | $352.7M | 1,000,000 | New |
| 11 | Waste Connections IncWCN | 0.99% | $339.9M | 2,039,175 | Held |
| 12 | Madison Square Grdn Sprt CorMSGS | 0.69% | $238.1M | 592,406 | Held |
| 13 | Fedex Fght Hldg Co IncFDXF | 0.52% | $180.0M | 1,192,181 | New |
| 14 | Coupang IncCPNG | 0.47% | $160.6M | 9,248,045 | Held |
| 15 | West Pharmaceutical Svsc IncWST | 0.46% | $159.6M | 444,500 | Held |
| 16 | Anheuser Busch Inbev SA NVBUD | 0.41% | $140.3M | 1,703,000 | Held |
| 17 | Paccar IncPCAR | 0.35% | $120.1M | 1,000,000 | Held |
| 18 | Schrodinger IncSDGR | 0.33% | $113.5M | 6,981,664 | Held |
| 19 | Mcdonalds CorpMCD | 0.26% | $90.5M | 334,900 | Held |
| 20 | Danaher CorpDHR | 0.21% | $71.0M | 373,000 | Held |
Source: Gates Foundation Trust 13F-HR on SEC EDGAR. Long equity positions only (put and call options excluded); weights are shares of the reported 13F portfolio, not total assets. How 13F filings work
Gates Foundation Trust biggest buys and sells, Q2 2026
Largest estimated position changes versus Q1 2026
| Company | Move | Est. flow | Shares now | Weight now |
|---|---|---|---|---|
| Berkshire Hathaway IncBRK-A | Trimmed | −$1.2B | 14,689,844 | 21.35% |
| Home Depot IncHD | New | +$352.7M | 1,000,000 | 1.02% |
| Fedex Fght Hldg Co IncFDXF | New | +$180.0M | 1,192,181 | 0.52% |
Estimated flow = change in share count × quarter-end price (2 new, 0 added, 1 trimmed, 0 sold out). 13F reports show holdings on the last day of the quarter, not the trade dates.
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Gates Foundation Trust 13F holdings: frequently asked questions
What stocks does Gates Foundation Trust own?
In its 13F-HR for Q2 2026 (filed August 14, 2026), Gates Foundation Trust reported 24 positions worth $34.4 billion. The largest were Berkshire Hathaway Inc (BRK-A), 21.4%; Caterpillar Inc (CAT), 19.7%; Canadian Natl Ry Co (CNI), 18.0%; Waste Mgmt Inc (WM), 17.3%; Deere & Co (DE), 6.6%. The top 10 positions were 94.9% of the portfolio.
What did Gates Foundation Trust buy in Q2 2026?
Compared with Q1 2026, Gates Foundation Trust's largest estimated purchases were Home Depot Inc (HD) (new position, about $352.7 million) and Fedex Fght Hldg Co Inc (FDXF) (new position, about $180.0 million). In total it opened 2 new positions and added to 0. Amounts are estimated from share-count changes at quarter-end prices.
What did Gates Foundation Trust sell in Q2 2026?
Compared with Q1 2026, Gates Foundation Trust's largest estimated sales were Berkshire Hathaway Inc (BRK-A) (trimmed, about $1.2 billion). In total it sold out of 0 positions and trimmed 1.
When does Gates Foundation Trust file 13F reports?
Gates Foundation Trust's latest 13F-HR was filed August 14, 2026 and covers the quarter ended June 30, 2026. 13F-HR reports are due within 45 days of each quarter-end, so the Q3 2026 report is due by November 14, 2026.
What is Gates Foundation Trust's SEC CIK number?
Gates Foundation Trust's SEC Central Index Key (CIK) is 1166559. EDGAR lists every Gates Foundation Trust filing under that number.
Ask anything about Gates Foundation Trust
The research agent reads Gates Foundation Trust's filings, financials, insider trades and 13F holders, then answers with sources.