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Gates Foundation Trust

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Files as Gates Foundation Trust(SEC CIK 1166559). Portfolio from its latest quarterly 13F-HR filing.

$27.06B
Tracked value
22
Positions
Q2 2026
Portfolio as of
Aug 14, 2026
Filed

Holdings

#CompanyPortfolio %vs Q1 2026Value
1CATCATERPILLAR INC25.0%unch.$6.77B
2CNRCore Natural Resources, Inc.22.8%unch.$6.18B
3WMWASTE MANAGEMENT INC22.0%▼ 3.3%$5.96B
4DEDEERE & CO8.3%unch.$2.26B
5ECLECOLAB INC.5.4%unch.$1.45B
6WMTWalmart Inc.3.5%unch.$950.31M
7FDXFEDEX CORP2.8%unch.$746.62M
8KOFCOCA COLA FEMSA SAB DE CV2.4%unch.$660.31M
9HDHOME DEPOT, INC.1.3%NEW$352.68M
10WCNWaste Connections, Inc.1.3%unch.$339.91M
11MSGSMadison Square Garden Sports Corp.0.9%unch.$238.05M
12FDXFFedEx Freight Holding Company, Inc.0.7%NEW$180.02M
13CPNGCoupang, Inc.0.6%unch.$160.64M
14WSTWEST PHARMACEUTICAL SERVICES INC0.6%unch.$159.58M
15BUDAnheuser-Busch InBev SA/NV0.5%unch.$140.33M
16PCARPACCAR INC0.4%unch.$120.12M
17SDGRSchrodinger, Inc.0.4%unch.$113.45M
18MCDMCDONALDS CORP0.3%unch.$90.53M
19DHRDANAHER CORP /DE/0.3%unch.$71.05M
20KHCKraft Heinz Co0.2%unch.$58.40M
21HRLHORMEL FOODS CORP /DE/0.2%unch.$51.76M
22VLTOVeralto Corp0.0%unch.$11.03M

Positions in companies tracked by Scrutar, from the manager's latest quarterly 13F-HR filing.
13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since.
Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.

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Source: SEC EDGAR Form 13F-HR filings.