Gates Foundation Trust.
The book · Q2 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 14.69M | $7.4B | 21.4% | −14% |
| 2 | CAT | CATERPILLAR INC | 6.35M | $6.8B | 19.7% | ±0% |
| 3 | CNI | CANADIAN NATL RY CO | 51.83M | $6.2B | 18.0% | ±0% |
| 4 | WM | WASTE MGMT INC DEL | 26.72M | $6.0B | 17.3% | −3% |
| 5 | DE | DEERE & CO | 3.56M | $2.3B | 6.6% | ±0% |
| 6 | ECL | ECOLAB INC | 5.22M | $1.5B | 4.2% | ±0% |
| 7 | WMT | WALMART INC | 8.39M | $950M | 2.8% | ±0% |
| 8 | FDX | FEDEX CORP | 2.38M | $747M | 2.2% | ±0% |
| 9 | KOF | COCA-COLA FEMSA SAB DE CV | 6.21M | $660M | 1.9% | ±0% |
| 10 | HD | HOME DEPOT INC | 1.00M | $353M | 1.0% | NEW |
Where the money is
AC read
Based on MFS Investment Management's most recent 13F filing with the SEC, the data presents some notable gaps and anomalies worth flagging before drawing any conclusions. Core metrics including total AUM, position count, portfolio concentration (HHI), quarterly turnover, and sector allocation are not available in this filing snapshot, which limits the scope of behavioral analysis possible here. What is visible are the top reported holdings, though the figures listed (e.g., MSFT at $10,682.6 trillion, BRK/B appearing three times with varying values and weights) appear to reflect data formatting or aggregation issues rather than accurate position sizes—these numbers are almost certainly reporting artifacts rather than real market values, likely stemming from multiple share classes, sub-advised accounts, or filing entities being blended together.
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