These are the top 10 holdings of Bill Gates' $42 billion stock portfolio (2024)
Matthew Fox
·2 min read
The Bill and Melinda Gates Foundation Trust has $42 billion in assets under management.
The portfolio is unique in that it owns concentrated positions in less heard of companies.
These are the top 10 stocks held by the Bill and Melinda Gates Foundation Trust as of December 31.
Microsoft co-founder Bill Gates has a $42 billion stock portfolio in what is the Bill and Melinda Gates Foundation Trust.
The trust's most recent 13F filing made with the SEC revealed its top investments, which are somewhat unique in that they're not your typical mega-cap tech companies.
Instead, the trust owns concentrated stock positions in less heard of companies, like Coca-Cola FEMSA, which is a Mexican bottler of popular soft drinks.
There is also an environmental theme that can be found within the portfolio, with top holdings including Ecolab, Waste Management, and John Deere.
These are the top 10 stocks held at the Bill and Melinda Gates Foundation at the end of the fourth quarter.
Bill & Melinda Gates Foundation Trust's top holdings are Microsoft Corporation (US:MSFT) , Berkshire Hathaway Inc.(US:BRK.B) , Waste Management, Inc.(US:WM) , Canadian National Railway Company (US:CNI) , and Caterpillar Inc.(US:CAT) .
Bill & Melinda Gates Foundation Trust's top holdings are Microsoft Corporation (US:MSFT) , Berkshire Hathaway Inc.(US:BRK.B) , Waste Management, Inc.(US:WM) , Canadian National Railway Company (US:CNI) , and Caterpillar Inc.(US:CAT) .
Bill Gates Is John Deere's Largest Shareholder Bill Gates Is John Deere's Largest Shareholder. Microsoft Corp (MSFT. O) co-founder Bill Gates' investment vehicle Cascade Investment LLC has become the largest shareholder in farm machinery maker Deere & Co (DE. N), with a 5% stake, according to a regulatory filing.
Microsoft (31%) Gates donated $20 billion to his foundation in 2022, and it appears a large chunk of the donation came in the form of Microsoft (MSFT 1.08%) stock. ...
Mega-cap tech titans like Alphabet Inc.(GOOGL), Amazon.com, Inc.(AMZN), and Microsoft Corporation (MSFT), all of which hit record highs this month, are some of the top stocks that Wall Street's favorite billionaires have in common.
Bullish on this entire logistics and supply chain market, regardless of the competitive differences, the Bill & Melinda Gates Foundation now owns through Cascade Investment 1.53 million shares of FedEx Corp. This is worth $392 million.
The first Costco Wholesale trade was made in Q3 2002. Since then Bill Gates bought shares ten more times and sold shares on four occasions. The investor sold all their shares in Q4 2012 and doesn't own any shares in Costco Wholesale anymore.
Largest shareholders include Vanguard Group Inc, BlackRock Inc., Jpmorgan Chase & Co, State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Capital World Investors, Wellington Management Group Llp, Morgan Stanley, and Geode Capital Management ...
Berkshire Hathaway was a big buyer of farm machinery leader Deere (DE) in the fourth quarter of 2015, adding 5.8 million shares to a stake Buffett Co. have had since at least 2014. Berkshire now holds 22.9 million shares, or 7.2% of the company.
Gates announced in a 2011 interview with The Daily Mail that his three children would "only" inherit a “minuscule portion” of his fortune. A mere $10 million each, he specified. This decision wasn't a spur-of-the-moment whim but a conscious choice rooted in his belief in the importance of hard work and purpose.
What is Bill Gates' net worth? Bill Gates is a millionaire thousands of times over: As of early May 2023, Forbes reported his net worth at over $126.8 billion, most of which came from his position as the largest individual shareholder of Microsoft, which he started with Paul Allen in 1975.
Bill Gates acquired 6.21 Million Coca-Cola Femsa S.A.B. DE C.V. shares worth $555 Million. That's 1.17% of their equity portfolio (9th largest holding). The investor owns 12.44% of the outstanding Coca-Cola Femsa S.A.B.
Address: Apt. 935 264 Abshire Canyon, South Nerissachester, NM 01800
Phone: +9752624861224
Job: Forward Technology Assistant
Hobby: Listening to music, Shopping, Vacation, Baton twirling, Flower arranging, Blacksmithing, Do it yourself
Introduction: My name is Nathanial Hackett, I am a lovely, curious, smiling, lively, thoughtful, courageous, lively person who loves writing and wants to share my knowledge and understanding with you.
We notice you're using an ad blocker
Without advertising income, we can't keep making this site awesome for you.
