Research report

Gates Foundation Trust Q1 2026 13F Holdings and Activity Re…

Verified Q1 2026 13F holdings for Gates Foundation Trust, covering institutional activity, data dates, SEC sources, filing limits, and methods.

Q1 2026 Data as of：2026-03-31 Read the full public report

Gates Foundation Trust

Bill Gates

Period

Q2 2026

Portfolio Date

Jun 30, 2026

Stocks Held

24

Market Value

$34.4B

Holdings Value Trend

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Q2 2026

Top 5 Holdings

1

$BRK.B

Berkshire Hathaway Inc.

21.4%

% of Portfolio

2

$CAT

Caterpillar Inc.

19.6%

% of Portfolio

3

$CNI

Canadian National Railway Company

17.9%

% of Portfolio

4

$WM

Waste Management, Inc.

17.3%

% of Portfolio

5

$DE

Deere & Company

6.6%

% of Portfolio

Historical Positions

SymbolQ2 2026Q1 2026Q4 2025Q3 2025
BRK.B21.4%25.8%27.6%29.9%
CAT19.6%14.2%10.3%8.3%
CNI17.9%16.8%14.5%13.4%
WM17.3%20.1%18.0%17.5%
DE6.6%6.3%4.7%4.5%
ECL4.2%4.4%3.9%3.9%
WMT2.8%3.3%2.6%2.4%
FDX2.2%2.7%1.9%1.5%
KOF1.9%1.9%1.7%1.4%
HD1.0%---

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

CNI+7.54%
BRK.B-0.71%
WM+0.92%
ECL+1.03%
FDX+4.12%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

CAT-23.43%
DE-2.11%

Sector Analysis

Others0.5%
Materials4.2%
Financials21.4%
Healthcare1.0%
Industrials65.0%
Consumer Staples5.4%
Communication Services0.7%
Consumer Discretionary1.8%

Trading Summary

1

$HD

1.0%

2

$FDXF

0.5%

All Holdings

1

$BRK.B

21.4%

2

$CAT

19.6%

3

$CNI

17.9%

4

$WM

17.3%

5

$DE

6.6%

6

$ECL

4.2%

7

$WMT

2.8%

8

$FDX

2.2%

9

$KOF

1.9%

10

$HD

1.0%

11

$WCN

1.0%

12

$MSGS

0.7%

13

$FDXF

0.5%

14

$CPNG

0.5%

15

$WST

0.5%

16

$BUD

0.4%

17

$PCAR

0.3%

18

$SDGR

0.3%

19

$MCD

0.3%

20

$DHR

0.2%

21

$KHC

0.2%

22

$HRL

0.1%

23

$ONON

0.1%

24

$VLTO

0.0%