GATES FOUNDATION TRUST

KIRKLAND, WA · CIK 0001166559

Portfolio Value: $23.87B

Positions: 15

Period: 2021-06-30

Filed: 2021-08-16

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 Q2 2021 13F Filing Summary

GATES FOUNDATION TRUST (KIRKLAND, WA) reported a portfolio value of $23.87B across 15 positions in their Q2 2021 SEC 13F filing (period ending 2021-06-30). The top 10 positions account for 96.2% of the portfolio.

Top holdings: BRK/B$12.14B·WM$2.61B·CAT$2.21B·CNI$1.47B·WMT$1.07B

2 increased2 exits

Holdings Heatmap

BRK/B50.9% · $12.14B+17.7%WM10.9%CAT9.3%CNI6.2%WMT4.5%CCI4.2%

ECL3.8% · $899.35M+0.0%UPS2.4% · $582.69M SDGR2.2% · $527.88M FDX1.9%KOF1.4%TV1.0%

CPNG1.0% · $238.97M GOOG0.2% · $53.86M GOOGL0.2% · $52.63M

Top 15 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Adds2

BRK/B

BERKSHIRE HATHAWAY INC DEL

Exits2

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BRK/BBERKSHIRE HATHAWAY INC DEL	$12.14B	43,686,679	50.87%	+17.7%
2	WMWASTE MGMT INC DEL	$2.61B	18,633,672	10.94%	-
3	CATCATERPILLAR INC	$2.21B	10,156,756	9.26%	-
4	CNICANADIAN NATL RY CO	$1.47B	13,907,283	6.15%	-
5	WMTWALMART INC	$1.07B	7,600,706	4.49%	-
6	CCICROWN CASTLE INTL CORP NEW	$992.41M	5,086,680	4.16%	-
7	ECLECOLAB INC	$899.35M	4,366,427	3.77%	+0.0%
8	UPSUNITED PARCEL SERVICE INC	$582.69M	2,801,790	2.44%	-
9	SDGRSCHRODINGER INC	$527.88M	6,981,664	2.21%	-
10	FDXFEDEX CORP	$445.62M	1,493,712	1.87%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
BRK/BBERKSHIRE HATHAWAY INC DEL	$12.14B	43,686,679	+6.58M	+17.7%
ECLECOLAB INC	$899.35M	4,366,427	+1	+0.0%

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