Portfolio timeline
Gates Foundation Trust — Portfolio History
Every 13F quarter on record, newest first. Each row lists the quarter's top positions; open any quarter for the full portfolio, buys, adds, trims and exits.
- Quarters
- 3
- Avg positions
- 23
- Latest top 5 weight
- 82.8%
- Avg top 5 weight
- 82.3%
- Avg changed names
- 3.5
- Held in ≥75% of stored quarters
- 22
Quarter Activity
Reported increases, decreases, exits, and new positions vs. the prior filing.
| Quarter | New | Adds | Trims | Exits | Top 5 |
|---|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 2 | 0 | 82.8% |
| Q1 2026 | 0 | 0 | 2 | 1 | 83.2% |
| Q4 2025 | No prior baseline | 80.9% | |||
Most Frequently Reported Positions
Positions appearing across the most stored reporting quarters.
| Position | Quarters | Latest weight | Latest value |
|---|---|---|---|
| BRK.B Berkshire Hathaway Inc. Class B | 3 | 21.4% | $7.4B |
| CAT Caterpillar Inc. | 3 | 19.7% | $6.8B |
| CNI Canadian Natl Ry Co. | 3 | 18% | $6.2B |
| WM Waste Management Inc. Del | 3 | 17.3% | $6.0B |
| DE Deere & Co. | 3 | 6.6% | $2.3B |
| ECL Ecolab Inc. | 3 | 4.2% | $1.5B |
Tip: hover any ticker below to see its weight in that quarter's portfolio.