GATES FOUNDATION TRUST — 13F-HR — 2026-06-30
U.S. SEC EDGAR · Published 14 Aug 2026 · Collected 22 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
Microsoft co-founder and trustee of the Gates Foundation Trust. The trust holds charitable endowment assets; independent Cascade managers run the endowment. This is not his private portfolio.
These are disclosures by an associated institution. The person’s name provides context; it does not establish current management, personal ownership or who made the trade.
Weights calculated from the complete reported table of U.S. SEC EDGAR. Denominator: that source’s disclosed public table, not personal wealth.
See source & scope ↗Split adjustments and security identity require review before comparison.
| ASSET / SECURITY | REPORTED QUANTITY | REPORTED VALUE / USD | WEIGHT | QUARTERLY ACTIVITY | RECORD TYPE / OWNER | SOURCE |
|---|---|---|---|---|---|---|
| 084670702BERKSHIRE HATHAWAY INC DEL | 14,689,844shares | $7,350,651,039Reported market value$500.39 / reported unit (derived) | 21.35%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 149123101CATERPILLAR INC | 6,353,614shares | $6,765,963,549Reported market value$1,064.9 / reported unit (derived) | 19.65%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 136375102CANADIAN NATL RY CO | 51,826,786shares | $6,179,825,963Reported market value$119.24 / reported unit (derived) | 17.95%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 94106L109WASTE MGMT INC DEL | 26,720,744shares | $5,955,519,423Reported market value$222.88 / reported unit (derived) | 17.30%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 244199105DEERE & CO | 3,557,378shares | $2,256,551,587Reported market value$634.33 / reported unit (derived) | 6.56%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 278865100ECOLAB INC | 5,218,044shares | $1,453,799,239Reported market value$278.61 / reported unit (derived) | 4.22%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 931142103WALMART INC | 8,390,477shares | $950,305,425Reported market value$113.26 / reported unit (derived) | 2.76%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 31428X106FEDEX CORP | 2,384,362shares | $746,615,273Reported market value$313.13 / reported unit (derived) | 2.17%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 191241108COCA-COLA FEMSA SAB DE CV | 6,214,719shares | $660,313,894Reported market value$106.25 / reported unit (derived) | 1.92%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 437076102HOME DEPOT INC | 1,000,000shares | $352,680,000Reported market value$352.68 / reported unit (derived) | 1.02%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 94106B101WASTE CONNECTIONS INC | 2,039,175shares | $339,910,081Reported market value$166.69 / reported unit (derived) | 0.99%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 55825T103MADISON SQUARE GRDN SPRT COR | 592,406shares | $238,052,427Reported market value$401.84 / reported unit (derived) | 0.69%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 314352105FEDEX FGHT HLDG CO INC | 1,192,181shares | $180,019,331Reported market value$151 / reported unit (derived) | 0.52%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 22266T109COUPANG INC | 9,248,045shares | $160,638,542Reported market value$17.37 / reported unit (derived) | 0.47%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 955306105WEST PHARMACEUTICAL SVSC INC | 444,500shares | $159,575,500Reported market value$359 / reported unit (derived) | 0.46%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 03524A108ANHEUSER BUSCH INBEV SA NV | 1,703,000shares | $140,327,200Reported market value$82.4 / reported unit (derived) | 0.41%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 693718108PACCAR INC | 1,000,000shares | $120,120,000Reported market value$120.12 / reported unit (derived) | 0.35%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 80810D103SCHRODINGER INC | 6,981,664shares | $113,452,040Reported market value$16.25 / reported unit (derived) | 0.33%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 580135101MCDONALDS CORP | 334,900shares | $90,526,819Reported market value$270.31 / reported unit (derived) | 0.26%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 235851102DANAHER CORP DEL | 373,000shares | $71,049,040Reported market value$190.48 / reported unit (derived) | 0.21%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 500754106KRAFT HEINZ CO | 2,472,600shares | $58,402,812Reported market value$23.62 / reported unit (derived) | 0.17%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 440452100HORMEL FOODS CORP | 2,085,290shares | $51,756,898Reported market value$24.82 / reported unit (derived) | 0.15%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| H5919C104ON HLDG AG | 500,000shares | $17,710,000Reported market value$35.42 / reported unit (derived) | 0.05%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 92338C103VERALTO CORP | 124,333shares | $11,025,850Reported market value$88.68 / reported unit (derived) | 0.03%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
Figures retain their source’s meaning. Unknown is not zero. Dates, share classes and option exposures may differ; source-table coverage is not a complete personal portfolio.
U.S. SEC EDGAR · Published 14 Aug 2026 · Collected 22 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
U.S. SEC EDGAR · Published 15 May 2026 · Collected 22 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
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