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.
Gates Foundation Trust
Bill Gates
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
22
Market Value
$31.7B
Holdings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| BRK.B | 25.8% | 27.6% | 29.9% | 24.5% |
| WM | 20.1% | 18.0% | 17.5% | 15.4% |
| CNI | 16.8% | 14.5% | 13.4% | 11.9% |
| CAT | 14.2% | 10.3% | 8.3% | 6.0% |
| DE | 6.3% | 4.7% | 4.5% | 3.8% |
| ECL | 4.4% | 3.9% | 3.9% | 2.9% |
| WMT | 3.3% | 2.6% | 2.4% | 1.9% |
| FDX | 2.7% | 1.9% | 1.5% | 1.2% |
| KOF | 1.9% | 1.7% | 1.4% | 1.3% |
| WCN | 1.1% | - | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
MSFT+78.02%
CNI+24.10%
CAT+22.95%
WM-2.38%
BRK.B+8.27%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
FDX-12.76%
WMT-9.61%
Sector Analysis
Materials4.4%
Financials25.8%
Healthcare0.8%
Technology0.0%
Industrials61.5%
Consumer Staples5.9%
Communication Services0.6%
Consumer Discretionary0.9%
Trading Summary
No stocks in this category