Bill Gates' portfolio
In the Q2 2026 13F, filed August 14, 2026, Gates Foundation Trust reported 24 US stock positions worth $34.4B. The largest was Berkshire Hathaway Inc-Cl B (BRK/B) at 21.4% of the portfolio. New positions: Home Depot (HD) and FedEx Freight Holding Company (FDXF). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
Added to
None this quarter.
Trimmed
- Berkshire Hathaway Inc-Cl BBRK/B$7.4B
- Waste ManagementWM$6.0B
Sold out
None this quarter.
Holdings
24 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Berkshire Hathaway Inc-Cl BBRK/B | 21.35% | $7.4B | 14,689,844 | Trimmed |
| CaterpillarCAT | 19.65% | $6.8B | 6,353,614 | Held |
| Canadian National RailwayCNI | 17.95% | $6.2B | 51,826,786 | Held |
| Waste ManagementWM | 17.30% | $6.0B | 26,720,744 | Trimmed |
| Deere & CompanyDE | 6.55% | $2.3B | 3,557,378 | Held |
| EcolabECL | 4.22% | $1.5B | 5,218,044 | Held |
| WalmartWMT | 2.76% | $950M | 8,390,477 | Held |
| FedExFDX | 2.17% | $747M | 2,384,362 | Held |
| Coca-Cola Femsa SAB de CVKOF | 1.92% | $660M | 6,214,719 | Held |
| Home DepotHD | 1.02% | $353M | 1,000,000 | New |
| Waste ConnectionsWCN | 0.99% | $340M | 2,039,175 | Held |
| Madison Square Garden SportsMSGS | 0.69% | $238M | 592,406 | Held |
| FedEx Freight Holding CompanyFDXF | 0.52% | $180M | 1,192,181 | New |
| CoupangCPNG | 0.47% | $161M | 9,248,045 | Held |
| West Pharmaceutical ServicesWST | 0.46% | $160M | 444,500 | Held |
| Anheuser Busch InbevBUD | 0.41% | $140M | 1,703,000 | Held |
| PACCARPCAR | 0.35% | $120M | 1,000,000 | Held |
| SchrodingerSDGR | 0.33% | $113M | 6,981,664 | Held |
| McDonald’sMCD | 0.26% | $91M | 334,900 | Held |
| Danaher Corp Del | 0.21% | $71M | 373,000 | Held |
| Kraft HeinzKHC | 0.17% | $58M | 2,472,600 | Held |
| Hormel FoodsHRL | 0.15% | $52M | 2,085,290 | Held |
| On Hldg Ag | 0.05% | $18M | 500,000 | Held |
| VeraltoVLTO | 0.03% | $11M | 124,333 | Held |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Bill Gates own?
In the Q2 2026 13F, Gates Foundation Trust reported 24 US stock positions worth $34.4B. The largest: Berkshire Hathaway Inc-Cl B (BRK/B) 21.4%, Caterpillar (CAT) 19.7%, Canadian National Railway (CNI) 18.0%, Waste Management (WM) 17.3%, Deere & Company (DE) 6.6%.
What did Bill Gates buy last quarter?
In Q2 2026: new position in Home Depot (HD); new position in FedEx Freight Holding Company (FDXF).
What did Bill Gates sell last quarter?
In Q2 2026: cut Berkshire Hathaway Inc-Cl B (BRK/B); cut Waste Management (WM).
When is Bill Gates's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash,
bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.
Photo: Bogdan Hoyaux / European Union (credits).