Bill & Melinda Gates Foundation Trust Portfolio Update: Q2 2026
For Q2 2026, the Gates Foundation Trust made selective changes, trimming top holdings and adding two new positions.
The fund reduced #BRK.B (Berkshire Hathaway) by 13.83%, while still keeping it as the largest position at 21.35% of the portfolio.
They also trimmed #WM (Waste Management) by 3.33%, which remains a core holding with 17.30% weighting, alongside #CAT and #CNI.
The trust opened new positions in #HD (Home Depot) and #FDXF (FedEx Freight), with 1.02% and 0.52% portfolio weighting.
Outside of those moves, the portfolio stayed largely unchanged, continuing to hold major long-term positions in #CAT, #CNI, #DE, #ECL, #WMT, and #FDX.
The portfolio remains heavily concentrated in industrials, transportation, waste management, and defensive businesses — reflecting a long-term value and infrastructure-focused strategy.
#Stocks #StockMarket
@SafiFinancialNetwork
1August 23, 2026 347 5
