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 |
|---|---|---|---|
Q2 2013Jun 30, 2013 | FDX FedEx Corporation | Buy - Position Entry | +3,024,999 |
Q2 2013Jun 30, 2013 | AN AutoNation, Inc. | Buy - Position Entry | +1,898,716 |
Q2 2013Jun 30, 2013 | PG Procter & Gamble Company (The) | Buy - Position Entry | +1,500,000 |
Q2 2013Jun 30, 2013 | RSG Republic Services, Inc. | Buy - Position Entry | +1,350,000 |
Q2 2013Jun 30, 2013 | TM Toyota Motor Corporation | Buy - Position Entry | +153,300 |