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CIK: 0001166559
Total reported value
$34.4B
$34.4B
23 檔
83.1%
According to the latest 13F quarterly dataset, Gates Foundation Trust managed an equity portfolio of $34.4B at the end of Q4 2025, spanning 23 distinct U.S. exchange-listed positions.
In Q4 2025, Gates Foundation Trust adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 27.59% | -4.45% | -10.84% | |
| 2 | WM | Waste Management Inc | Stock-Industrials | 17.98% | -2.76% | — | |
| 3 | CNI | Canadian Natl Railway Co | Stock-Industrials | 14.49% | +1.13% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 10.52% | — | -16.32% | |
| 5 | CAT | Caterpillar Inc | Stock-Industrials | 10.29% | +5.43% | — | |
| 6 | DE | Deere & Co | Stock-Industrials | 4.68% | +0.23% | — | |
| 7 | ECL | Ecolab Inc | Stock-Materials | 3.87% | -0.16% | — | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.64% | -0.53% | — | |
| 9 | FDX | Fedex CORP | Stock-Industrials | 1.95% | -0.51% | — | |
| 10 | KOF | Coca-cola Femsa Sab-sp Adr | Stock-Other | 1.66% | +0.01% | — | |
| 11 | WCN | Waste Connections Inc | Stock-Industrials | 1.01% | -0.06% | — | |
| 12 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.62% | -0.08% | — | |
| 13 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 0.43% | +0.09% | — | |
| 14 | SDGR | Schrodinger Inc | Stock-Other | 0.35% | +0.08% | — | |
| 15 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.35% | +0.11% | — | |
| 16 | PCAR | Paccar Inc | Stock-Industrials | 0.31% | -0.01% | — | |
| 17 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.31% | +0.04% | — | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | -0.07% | — | |
| 19 | DHR | Danaher CORP | Stock-Healthcare | 0.24% | -0.01% | — | |
| 20 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.17% | -0.01% | — | |
| 21 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.14% | — | — | |
| 22 | ✓ | On Holding AG | Stock-Other | 0.07% | — | — | |
| 23 | VLTO | Veralto CORP | Stock-Industrials | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +2% | — | Unchanged |
| 2 | CNI | Canadian Natl Railway Co | +1.1% | — | Unchanged |
| 3 | WM | Waste Management Inc | +0.5% | — | Unchanged |
| 4 | FDX | Fedex CORP | +0.4% | — | Unchanged |
| 5 | WMT | Walmart Inc | +0.3% | — | Unchanged |
| 6 | KOF | Coca-cola Femsa Sab-sp Adr | +0.3% | — | Unchanged |
| 7 | DE | Deere & Co | +0.2% | — | Unchanged |
| 8 | MSGS | Madison Square Garden Sports | +0.1% | — | Unchanged |
| 9 | DHR | Danaher CORP | 0% | — | Unchanged |
| 10 | PCAR | Paccar Inc | 0% | — | Unchanged |
| 11 | BUD | Anheuser-busch Inbev-spn Adr | 0% | — | Unchanged |
| 12 | WST | West Pharmaceutical Services | 0% | — | Unchanged |
| 13 | WCN | Waste Connections Inc | 0% | — | Unchanged |
| 14 | ✓ | On Holding AG | 0% | — | Unchanged |
| 15 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 16 | HRL | Hormel Foods CORP | — | — | Unchanged |
| 17 | VLTO | Veralto CORP | — | — | Unchanged |
| 18 | KHC | Kraft Heinz Co/the | 0% | — | Unchanged |
| 19 | SDGR | Schrodinger Inc | 0% | — | Unchanged |
| 20 | ECL | Ecolab Inc | 0% | — | Unchanged |
| 21 | CPNG | Coupang Inc | -0.2% | — | Unchanged |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | -2.3% | -10.84% | Trim |
| 23 | MSFT | Microsoft CORP | -2.5% | -16.32% | Trim |
According to official SEC Form 13F filings, Gates Foundation Trust reported a total U.S. public equity portfolio value of $34.4B across 23 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, WM, CNI) accounted for 83.1% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
BRK-B
前期市值: $10.9B
During Q4 2025, Gates Foundation Trust's top holdings by market value included BRK-B (27.6%)、WM (18.0%)、CNI (14.5%). The largest single position, BRK-B, represented 27.6% of total portfolio value.
In Q4 2025, Gates Foundation Trust made 2 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 2 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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