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 2023Sep 30, 2023 | ELV Elevance Health, Inc. | Buy - Position Entry | +8,500 |
Q3 2023Sep 30, 2023 | GS Goldman Sachs Group, Inc. (The) | Buy - Position Entry | +7,060 |
Q3 2023Sep 30, 2023 | AVGO Broadcom Inc. | Buy - Position Entry | +6,500 |
Q3 2023Sep 30, 2023 | LMT Lockheed Martin Corporation | Buy - Position Entry | +5,900 |
Q3 2023Sep 30, 2023 | HD Home Depot, Inc. (The) | Buy - Position Entry | +5,692 |
Q3 2023Sep 30, 2023 | TMO Thermo Fisher Scientific Inc | Buy - Position Entry | +5,675 |
Q3 2023Sep 30, 2023 | UNH UnitedHealth Group Incorporated | Buy - Position Entry | +5,665 |
Q3 2023Sep 30, 2023 | ADBE Adobe Inc. | Buy - Position Entry | +5,485 |
Q3 2023Sep 30, 2023 | BKNG Booking Holdings Inc. Common St | Buy - Position Entry | +1,650 |
Q3 2023Sep 30, 2023 | BRK-B Berkshire Hathaway Inc. New | Sell | -2,613,252-10.4% |
Q2 2023Jun 30, 2023 | BRK-B Berkshire Hathaway Inc. New | Buy | +5,453,008+27.7% |
Q2 2023Jun 30, 2023 | BUD Anheuser-Busch Inbev SA Sponsor | Buy - Position Entry | +1,703,000 |
Q1 2023Mar 31, 2023 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-20.3% |
Q4 2022Dec 31, 2022 | HRL Hormel Foods Corporation | Buy - Position Entry | +2,195,290 |
Q4 2022Dec 31, 2022 | DHR Danaher Corporation | Buy - Position Entry | +373,000 |
Q4 2022Dec 31, 2022 | ECL Ecolab Inc. | Buy | +351,617+7.2% |
Q4 2022Dec 31, 2022 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-16.8% |
Q3 2022Sep 30, 2022 | CNI Canadian National Railway Compa | Buy | +44,548,156+433.4% |
Q3 2022Sep 30, 2022 | MSFT Microsoft Corporation | Buy | +38,320,050+4056.7% |
Q3 2022Sep 30, 2022 | WM Waste Management, Inc. | Buy | +16,600,672+89.1% |
Q3 2022Sep 30, 2022 | CPNG Coupang, Inc. | Buy | +3,533,760+61.8% |
Q3 2022Sep 30, 2022 | DE Deere & Company | Buy | +3,018,038+335.5% |
Q3 2022Sep 30, 2022 | KHC The Kraft Heinz Company | Buy - Position Entry | +2,622,600 |
Q3 2022Sep 30, 2022 | WCN Waste Connections, Inc. | Buy - Position Entry | +2,149,175 |
Q3 2022Sep 30, 2022 | FDX FedEx Corporation | Buy | +1,000,000+187.1% |
Q3 2022Sep 30, 2022 | ECL Ecolab Inc. | Buy | +500,000+11.5% |
Q3 2022Sep 30, 2022 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-14.4% |
Q2 2022Jun 30, 2022 | BRK-B Berkshire Hathaway Inc. New | Buy | +6,003,166+20.9% |
Q2 2022Jun 30, 2022 | CVNA Carvana Co. | Buy - Position Entry | +520,000 |
Q2 2022Jun 30, 2022 | MSGS Madison Square Garden Sports Co | Buy | +314,259+113.0% |