GATES FOUNDATION TRUST

KIRKLAND, WA · CIK 0001166559

Portfolio Value: $25.82B

Positions: 19

Period: 2018-09-30

Filed: 2018-11-14

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

New positions

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Trimmed

Exited

GATES FOUNDATION TRUST Q3 2018 13F Filing Summary

GATES FOUNDATION TRUST (KIRKLAND, WA) reported a portfolio value of $25.82B across 19 positions in their Q3 2018 SEC 13F filing (period ending 2018-09-30). The top 10 positions account for 95.3% of the portfolio.

Top holdings: BRK/B$13.29B·MSFT$2.74B·CAT$1.72B·WM$1.68B·CNI$1.54B

Holdings Heatmap

BRK/B51.5% · $13.29B+15.9%MSFT10.6%-25.0%CAT6.7%WM6.5%CNI6.0%WMT4.2%

FDX2.8% · $728.39M ECL2.7% · $684.57M CCI2.3% · $593.71M UPS2.0% · $528.33M KOF1.5%TV1.2%

WBA1.0% · $253.36M LBTYA0.4% · $102.48M AN0.3%LBTYA0.2%ARCO0.1%LILA0.1%

LILA0.0% · $7.72M

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

Largest Trades This Quarter

Largest Adds1

BRK/B

BERKSHIRE HATHAWAY INC DEL

Largest Reductions1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BRK/BBERKSHIRE HATHAWAY INC DEL	$13.29B	62,078,974	51.49%	+15.9%
2	MSFTMICROSOFT CORP	$2.74B	24,000,000	10.63%	-25.0%
3	CATCATERPILLAR INC DEL	$1.72B	11,260,857	6.65%	-
4	WMWASTE MGMT INC DEL	$1.68B	18,633,672	6.52%	-
5	CNICANADIAN NATL RY CO	$1.54B	17,126,874	5.96%	-
6	WMTWALMART INC	$1.09B	11,603,000	4.22%	-
7	FDXFEDEX CORP	$728.39M	3,024,999	2.82%	-
8	ECLECOLAB INC	$684.57M	4,366,426	2.65%	-
9	CCICROWN CASTLE INTL CORP NEW	$593.71M	5,332,900	2.30%	-
10	UPSUNITED PARCEL SERVICE INC	$528.33M	4,525,329	2.05%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
BRK/BBERKSHIRE HATHAWAY INC DEL	$13.29B	62,078,974	+8.51M	+15.9%

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