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Bill & Melinda Gates Foundation Trust Portfolio

portfolio as of Q2 2026, filed Aug 14, 2026

Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.

How cheap is Bill & Melinda Gates Foundation Trust's portfolio?

5 of 19 holdings are Undervalued or On Sale by our valuation (26% of the money).

Valued by PaybackPrice; holdings from SEC 13F filings as of Jun 30, 2026. 5 not valued.

This quarter's moves · vs Q1 2026

Full portfolio

Questions about Bill & Melinda Gates Foundation Trust's portfolio

What does Bill & Melinda Gates Foundation Trust own?

Bill & Melinda Gates Foundation Trust's portfolio holds 24 stocks worth $34.4B at the end of Q2 2026. The largest positions are BRK-B, CAT, CNI, WM and DE.

What did Bill & Melinda Gates Foundation Trust buy last quarter?

In Q2 2026, Bill & Melinda Gates Foundation Trust opened 2 new positions (FDXF and HD).

What did Bill & Melinda Gates Foundation Trust sell?

In Q2 2026, Bill & Melinda Gates Foundation Trust trimmed BRK-B.

Which of Bill & Melinda Gates Foundation Trust's stocks are undervalued right now?

BRK-B, FDX, KOF, KHC and HRL are Undervalued or On Sale by our valuation.

When is the next update?

Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →