GATES FOUNDATION TRUST

KIRKLAND, WA · CIK 0001166559

Portfolio Value: $24.45B

Positions: 19

Period: 2018-03-31

Filed: 2018-05-15

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

New positions

Added to

Trimmed

Exited

GATES FOUNDATION TRUST Q1 2018 13F Filing Summary

GATES FOUNDATION TRUST (KIRKLAND, WA) reported a portfolio value of $24.45B across 19 positions in their Q1 2018 SEC 13F filing (period ending 2018-03-31). The top 10 positions account for 95.0% of the portfolio.

Top holdings: BRK/B$11.68B·MSFT$3.65B·CAT$1.66B·WM$1.57B·CNI$1.25B

+2 new2 reduced2 exits

Holdings Heatmap

BRK/B47.8% · $11.68B-7.9%MSFT14.9% · $3.65B-16.7%CAT6.8%WM6.4%CNI5.1%WMT4.2%

FDX3.0% · $726.33M ECL2.4% · $598.51M CCI2.4% · $584.54M UPS1.9% · $473.62M KOF1.7%TV1.1%

WBA0.9% · $227.53M LBTYA0.5% · $110.75M AN0.4% · $88.82M LBTYA0.3%ARCO0.1%LILA0.0%New

LILA0.0% · $7.21MNew

Top 19 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions2

LILA

LIBERTY LATIN AMERICA LTD

$12.14M

New

LILA

LIBERTY LATIN AMERICA LTD

Largest Reductions2

BERKSHIRE HATHAWAY INC DEL

Exits2

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BRK/BBERKSHIRE HATHAWAY INC DEL	$11.68B	58,569,972	47.78%	-7.9%
2	MSFTMICROSOFT CORP	$3.65B	40,000,000	14.93%	-16.7%
3	CATCATERPILLAR INC DEL	$1.66B	11,260,857	6.79%	-
4	WMWASTE MGMT INC DEL	$1.57B	18,633,672	6.41%	-
5	CNICANADIAN NATL RY CO	$1.25B	17,126,874	5.12%	-
6	WMTWALMART INC	$1.03B	11,603,000	4.22%	-
7	FDXFEDEX CORP	$726.33M	3,024,999	2.97%	-
8	ECLECOLAB INC	$598.51M	4,366,426	2.45%	-
9	CCICROWN CASTLE INTL CORP NEW	$584.54M	5,332,900	2.39%	-
10	UPSUNITED PARCEL SERVICE INC	$473.62M	4,525,329	1.94%	-

Position Changes

Stock	Value	Shares
LILALIBERTY LATIN AMERICA LTD	$12.14M	636,044
LILALIBERTY LATIN AMERICA LTD	$7.21M	370,424

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