Bill Gates – Bill & Melinda Gates Foundation Trust Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Bill & Melinda Gates Foundation Trust portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – None reported
Increases – Berkshire Hathaway Inc. New (BRK-B)
Reductions – Microsoft Corporation (MSFT)
Complete Exits – None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Bill & Melinda Gates Foundation Trust Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q3 2014Sep 30, 2014 | BP BP p.l.c. | Buy | +90,347+1.2% |
Q3 2014Sep 30, 2014 | KO Coca-Cola Company (The) | Sell | -12,572,290-37.0% |
Q2 2014Jun 30, 2014 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-6.5% |
Q1 2014Mar 31, 2014 | G0457F107 Arcos Dorados | Buy - Position Entry | +3,060,500 |
Q1 2014Mar 31, 2014 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-6.1% |
Q4 2013Dec 31, 2013 | CNI Canadian National Railway Compa | Buy | +8,563,437+100.0% |
Q4 2013Dec 31, 2013 | MCD McDonald's Corporation | Buy | +1,000,000+10.1% |
Q4 2013Dec 31, 2013 | XOM Exxon Mobil Corporation | Buy | +500,000+6.5% |
Q4 2013Dec 31, 2013 | WMT Walmart Inc. | Buy | +500,000+4.5% |
Q4 2013Dec 31, 2013 | CAT Caterpillar, Inc. | Buy | +500,000+4.6% |
Q4 2013Dec 31, 2013 | BP BP p.l.c. | Buy | +88,989+1.2% |
Q4 2013Dec 31, 2013 | TM Toyota Motor Corporation | Sell - Position Exit | -153,300-100.0% |
Q4 2013Dec 31, 2013 | APD Air Products and Chemicals, Inc | Sell - Position Exit | -963,279-100.0% |
Q4 2013Dec 31, 2013 | PG Procter & Gamble Company (The) | Sell - Position Exit | -1,500,000-100.0% |
Q4 2013Dec 31, 2013 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-5.7% |
Q3 2013Sep 30, 2013 | BRK-B Berkshire Hathaway Inc. New | Buy | +12,458,431+16.7% |
Q3 2013Sep 30, 2013 | APD Air Products and Chemicals, Inc | Buy - Position Entry | +963,279 |
Q3 2013Sep 30, 2013 | BP BP p.l.c. | Buy | +93,277+1.3% |
Q2 2013Jun 30, 2013 | BRK-B Berkshire Hathaway Inc. New | Buy - Position Entry | +74,581,373 |
Q2 2013Jun 30, 2013 | KO Coca-Cola Company (The) | Buy - Position Entry | +34,002,000 |
Q2 2013Jun 30, 2013 | WM Waste Management, Inc. | Buy - Position Entry | +18,633,672 |
Q2 2013Jun 30, 2013 | TV Grupo Televisa S.A.B. | Buy - Position Entry | +16,879,103 |
Q2 2013Jun 30, 2013 | WMT Walmart Inc. | Buy - Position Entry | +11,103,000 |
Q2 2013Jun 30, 2013 | CAT Caterpillar, Inc. | Buy - Position Entry | +10,760,857 |
Q2 2013Jun 30, 2013 | MCD McDonald's Corporation | Buy - Position Entry | +9,872,500 |
Q2 2013Jun 30, 2013 | CNI Canadian National Railway Compa | Buy - Position Entry | +8,563,437 |
Q2 2013Jun 30, 2013 | XOM Exxon Mobil Corporation | Buy - Position Entry | +7,643,858 |
Q2 2013Jun 30, 2013 | BP BP p.l.c. | Buy - Position Entry | +7,133,001 |
Q2 2013Jun 30, 2013 | KOF Coca Cola Femsa S.A.B. de C.V. | Buy - Position Entry | +6,214,719 |
Q2 2013Jun 30, 2013 | ECL Ecolab Inc. | Buy - Position Entry | +4,366,425 |