Gates Foundation discloses updated portfolio positions in 13F filing: Exited MSFT, Trimmed BRK.B WM
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
- Maintained: CNI (51.83 mln shares), WMT (8.39 mln), CAT (6.35 mln), KOF (6.21 mln), ECL (5.22 mln), DE (3.56 mln), FDX (2.38 mln), WCN (2.04 mln)
- Exited: MSFT (7.69 mln shares)
- Decreased: BRK.B (17.05 mln shares from 19.41 mln shares), WM (27.64 mln from 28.93 mln)