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 2022Jun 30, 2022 | CNI Canadian National Railway Compa | Sell | -2,787,539-21.3% |
Q1 2022Mar 31, 2022 | GOOG Alphabet Inc. | Sell - Position Exit | -21,491-100.0% |
Q1 2022Mar 31, 2022 | GOOGL Alphabet Inc. | Sell - Position Exit | -21,554-100.0% |
Q1 2022Mar 31, 2022 | DE Deere & Company | Sell | -133,943-13.0% |
Q1 2022Mar 31, 2022 | FDX FedEx Corporation | Sell | -959,350-64.2% |
Q1 2022Mar 31, 2022 | MSFT Microsoft Corporation | Sell | -993,083-51.3% |
Q1 2022Mar 31, 2022 | UPS United Parcel Service, Inc. | Sell | -1,543,326-67.6% |
Q1 2022Mar 31, 2022 | CAT Caterpillar, Inc. | Sell | -2,331,518-24.1% |
Q1 2022Mar 31, 2022 | CCI Crown Castle Inc. | Sell | -3,143,974-68.9% |
Q1 2022Mar 31, 2022 | WMT Walmart Inc. | Sell | -3,900,880-56.4% |
Q1 2022Mar 31, 2022 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-14.8% |
Q1 2022Mar 31, 2022 | TV Grupo Televisa S.A.B. | Sell - Position Exit | -7,038,529-100.0% |
Q4 2021Dec 31, 2021 | AFRM Affirm Holdings, Inc. | Sell - Position Exit | -35,229-100.0% |
Q4 2021Dec 31, 2021 | MSFT Microsoft Corporation | Sell | -1,000,000-34.0% |
Q4 2021Dec 31, 2021 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-12.9% |
Q4 2021Dec 31, 2021 | TV Grupo Televisa S.A.B. | Sell | -9,264,360-56.8% |
Q3 2021Sep 30, 2021 | MSFT Microsoft Corporation | Buy - Position Entry | +2,937,703 |
Q3 2021Sep 30, 2021 | DE Deere & Company | Buy - Position Entry | +1,033,598 |
Q3 2021Sep 30, 2021 | ONON ON Holding | Buy - Position Entry | +500,000 |
Q3 2021Sep 30, 2021 | MSGS Madison Square Garden Sports Co | Buy - Position Entry | +278,147 |
Q3 2021Sep 30, 2021 | AFRM Affirm Holdings, Inc. | Buy - Position Entry | +35,229 |
Q3 2021Sep 30, 2021 | CAT Caterpillar, Inc. | Sell | -471,624-4.6% |
Q3 2021Sep 30, 2021 | UPS United Parcel Service, Inc. | Sell | -517,775-18.5% |
Q3 2021Sep 30, 2021 | CCI Crown Castle Inc. | Sell | -522,634-10.3% |
Q3 2021Sep 30, 2021 | TV Grupo Televisa S.A.B. | Sell | -576,215-3.4% |
Q3 2021Sep 30, 2021 | WMT Walmart Inc. | Sell | -678,967-8.9% |
Q3 2021Sep 30, 2021 | CNI Canadian National Railway Compa | Sell | -841,114-6.0% |
Q3 2021Sep 30, 2021 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-11.4% |
Q2 2021Jun 30, 2021 | BRK-B Berkshire Hathaway Inc. New | Buy | +6,582,280+17.7% |
Q2 2021Jun 30, 2021 | ECL Ecolab Inc. | Buy | +1+0.0% |