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 |
|---|---|---|---|
Q4 2017Dec 31, 2017 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-7.3% |
Q4 2017Dec 31, 2017 | MSFT Microsoft Corporation | Sell | -8,000,000-14.3% |
Q3 2017Sep 30, 2017 | BRK-B Berkshire Hathaway Inc. New | Buy | +9,220,001+15.5% |
Q3 2017Sep 30, 2017 | MSFT Microsoft Corporation | Sell | -8,000,000-12.5% |
Q2 2017Jun 30, 2017 | MSFT Microsoft Corporation | Buy - Position Entry | +64,000,000 |
Q2 2017Jun 30, 2017 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-7.8% |
Q1 2017Mar 31, 2017 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-7.2% |
Q4 2016Dec 31, 2016 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-6.7% |
Q3 2016Sep 30, 2016 | BRK-B Berkshire Hathaway Inc. New | Buy | +9,968,423+15.5% |
Q2 2016Jun 30, 2016 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-7.2% |
Q1 2016Mar 31, 2016 | AN AutoNation, Inc. | Buy | +1+0.0% |
Q1 2016Mar 31, 2016 | ECL Ecolab Inc. | Buy | +1+0.0% |
Q1 2016Mar 31, 2016 | TV Grupo Televisa S.A.B. | Buy | +1+0.0% |
Q1 2016Mar 31, 2016 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-6.7% |
Q4 2015Dec 31, 2015 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-6.3% |
Q4 2015Dec 31, 2015 | BP BP p.l.c. | Sell - Position Exit | -6,134,939-100.0% |
Q3 2015Sep 30, 2015 | BRK-B Berkshire Hathaway Inc. New | Buy | +10,756,234+15.7% |
Q3 2015Sep 30, 2015 | BP BP p.l.c. | Sell | -1,374,857-18.3% |
Q2 2015Jun 30, 2015 | BP BP p.l.c. | Buy | +104,182+1.4% |
Q2 2015Jun 30, 2015 | RSG Republic Services, Inc. | Sell - Position Exit | -1,350,000-100.0% |
Q2 2015Jun 30, 2015 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-6.8% |
Q1 2015Mar 31, 2015 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-6.4% |
Q4 2014Dec 31, 2014 | CCI Crown Castle Inc. | Buy - Position Entry | +5,332,900 |
Q4 2014Dec 31, 2014 | UPS United Parcel Service, Inc. | Buy - Position Entry | +4,525,329 |
Q4 2014Dec 31, 2014 | WBA Walgreens Boots Alliance, Inc. | Buy - Position Entry | +3,475,398 |
Q4 2014Dec 31, 2014 | BRK-B Berkshire Hathaway Inc. New | Sell | -5,000,000-6.0% |
Q4 2014Dec 31, 2014 | XOM Exxon Mobil Corporation | Sell - Position Exit | -8,143,858-100.0% |
Q4 2014Dec 31, 2014 | MCD McDonald's Corporation | Sell - Position Exit | -10,872,500-100.0% |
Q4 2014Dec 31, 2014 | KO Coca-Cola Company (The) | Sell - Position Exit | -21,429,710-100.0% |
Q3 2014Sep 30, 2014 | BRK-B Berkshire Hathaway Inc. New | Buy | +11,585,510+16.1% |