Portfolio Value Over Time
Current Holdings for Gates Foundation Trust
|
Stock
Click to search
|
Shares | Value | % of Portfolio | Change | Est. Return |
|---|---|---|---|---|---|
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
21.8M | $10.9B | TRIM -9.8% | — | |
|
WM|WASTE MGMT INC DEL
|
28.9M | $6.4B | TRIM -10.2% | — | |
|
CNR|CANADIAN NATL RY CO
|
51.8M | $4.9B | TRIM -5.5% | — | |
|
MSFT|MICROSOFT CORP
|
9.2M | $4.8B | TRIM -64.9% | +70.30% | |
|
CAT|CATERPILLAR INC
|
6.4M | $3.0B | TRIM -13.6% | — | |
|
DE|DEERE & CO
|
3.6M | $1.6B | — | +49.91% | |
|
ECL|ECOLAB INC
|
5.2M | $1.4B | — | — | |
|
WMT|WALMART INC
|
8.4M | $864.7M | TRIM -7.7% | — | |
|
FDX|FEDEX CORP
|
2.4M | $562.3M | TRIM -5.9% | — | |
|
KOF|COCA-COLA FEMSA SAB DE CV
|
6.2M | $516.4M | — | — | |
|
WCN|WASTE CONNECTIONS INC
|
2.0M | $358.5M | TRIM -5.1% | +20.23% | |
|
CPNG|COUPANG INC
|
9.2M | $297.8M | — | -38.74% | |
|
SDGR|SCHRODINGER INC
|
7.0M | $140.1M | — | -59.46% | |
|
MSGS|MADISON SQUARE GRDN SPRT COR
|
592.4K | $134.5M | — | +70.69% | |
|
WST|WEST PHARMACEUTICAL SVSC INC
|
444.5K | $116.6M | — | +20.04% | |
|
MCD|MCDONALDS CORP
|
334.9K | $101.8M | — | +4.05% | |
|
BUD|ANHEUSER BUSCH INBEV SA/NV
|
1.7M | $101.5M | — | +15.13% | |
|
PCAR|PACCAR INC
|
1.0M | $98.3M | — | +26.58% | |
|
DHR|DANAHER CORPORATION
|
373.0K | $74.0M | — | +3.68% | |
|
KHC|KRAFT HEINZ CO
|
2.5M | $64.4M | TRIM -5.7% | -36.13% | |
|
HRL|HORMEL FOODS CORP
|
2.1M | $51.6M | TRIM -5.0% | -46.62% | |
|
ONON|ON HLDG AG
|
500.0K | $21.2M | — | +27.74% | |
|
VLTO|VERALTO CORP
|
124.3K | $13.3M | — | +39.04% |
Trading Activity for Gates Foundation Trust
|
Stock
Click to search
|
Action | Change | Shares After | Value | Est. Return |
|---|---|---|---|---|---|
| 2025-Q3 | |||||
|
MSFT|MICROSOFT CORP
|
SELL | -64.91% | 9.2M | $4.8B | +92.2% |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -9.78% | 21.8M | $10.9B | — |
|
WM|WASTE MGMT INC DEL
|
SELL | -10.24% | 28.9M | $6.4B | — |
|
CNR|CANADIAN NATL RY CO
|
SELL | -5.47% | 51.8M | $4.9B | — |
|
CAT|CATERPILLAR INC
|
SELL | -13.60% | 6.4M | $3.0B | — |
|
WMT|WALMART INC
|
SELL | -7.70% | 8.4M | $865M | — |
|
FDX|FEDEX CORP
|
SELL | -5.92% | 2.4M | $562M | — |
|
WCN|WASTE CONNECTIONS INC
|
SELL | -5.12% | 2.0M | $358M | +31.2% |
|
CCI|CROWN CASTLE INC
|
SELL | EXIT | — | — | — |
|
UPS|UNITED PARCEL SERVICE INC
|
SELL | EXIT | — | — | — |
|
KHC|KRAFT HEINZ CO
|
SELL | -5.72% | 2.5M | $64M | -28.1% |
|
HRL|HORMEL FOODS CORP
|
SELL | -5.01% | 2.1M | $52M | -38.5% |
| 2025-Q2 | |||||
|
MSFT|MICROSOFT CORP
|
SELL | -7.96% | 26.2M | $13.0B | +69.9% |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
BUY | +40.48% | 24.1M | $11.7B | — |
| 2025-Q1 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -12.63% | 17.2M | $9.1B | — |
|
WST|WEST PHARMACEUTICAL SVSC INC
|
BUY | NEW | 444.5K | $100M | — |
| 2024-Q4 | |||||
|
MSFT|MICROSOFT CORP
|
SELL | -1.73% | 28.5M | $12.0B | +59.9% |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -11.21% | 19.7M | $8.9B | — |
|
MCD|MCDONALDS CORP
|
BUY | NEW | 334.9K | $97M | — |
|
VRM|VROOM INC
|
SELL | EXIT | — | — | — |
| 2024-Q3 | |||||
|
MSFT|MICROSOFT CORP
|
SELL | -17.00% | 29.0M | $12.5B | +60.4% |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -10.08% | 22.1M | $10.2B | — |
|
WM|WASTE MGMT INC DEL
|
SELL | -8.51% | 32.2M | $6.7B | — |
|
FDX|FEDEX CORP
|
BUY | +65.17% | 2.5M | $694M | — |
|
PCAR|PACCAR INC
|
BUY | NEW | 1.0M | $99M | — |
| 2024-Q2 | |||||
|
MSFT|MICROSOFT CORP
|
SELL | -4.41% | 34.9M | $15.6B | +59.3% |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
BUY | +42.29% | 24.6M | $10.0B | — |
|
CVNA|CARVANA CO
|
SELL | EXIT | — | — | +185.4% |
| 2024-Q1 | |||||
|
MSFT|MICROSOFT CORP
|
SELL | -4.48% | 36.5M | $15.4B | +53.5% |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -13.12% | 17.3M | $7.3B | — |
|
WMT|WALMART INC
|
BUY | +200.00% | 9.1M | $547M | — |
|
VRM|VROOM INC
|
SELL | EXIT | — | — | — |
|
VRM|VROOM INC
|
BUY | NEW | 31.2K | $419688 | — |
| 2023-Q4 | |||||
|
MSFT|MICROSOFT CORP
|
SELL | -2.74% | 38.2M | $14.4B | +39.2% |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -11.60% | 19.9M | $7.1B | — |
|
DE|DEERE & CO
|
SELL | -9.20% | 3.6M | $1.4B | +7.7% |
|
VLTO|VERALTO CORP
|
BUY | NEW | 124.3K | $10M | — |
|
AAPL|APPLE INC
|
SELL | EXIT | — | — | +4.0% |
|
META|META PLATFORMS INC
|
SELL | EXIT | — | — | +8.2% |
|
IYW|ISHARES TR
|
SELL | EXIT | — | — | +6.1% |
|
AMZN|AMAZON COM INC
|
SELL | EXIT | — | — | +6.9% |
|
ETN|EATON CORP PLC
|
SELL | EXIT | — | — | +4.0% |
|
AVGO|BROADCOM INC
|
SELL | EXIT | — | — | +6.6% |
|
BKNG|BOOKING HOLDINGS INC
|
SELL | EXIT | — | — | +1.6% |
|
GOOGL|ALPHABET INC CL A
|
SELL | EXIT | — | — | +4.1% |
|
JPM|JPMORGAN CHASE & CO
|
SELL | EXIT | — | — | -0.2% |
|
ORCL|ORACLE CORP
|
SELL | EXIT | — | — | -6.2% |
|
A4S|AMERIPRISE FINL INC
|
SELL | EXIT | — | — | — |
|
NVDA|NVIDIA CORPORATION
|
SELL | EXIT | — | — | +4.7% |
|
XLK|SELECT SECTOR SPDR TR
|
SELL | EXIT | — | — | +6.0% |
|
PHM|PULTE GROUP INC
|
SELL | EXIT | — | — | +9.7% |
|
TJX|TJX COS INC NEW
|
SELL | EXIT | — | — | +1.6% |
|
ELV|ELEVANCE HEALTH INC
|
SELL | EXIT | — | — | +2.3% |
|
CHV|CHEVRON CORP NEW
|
SELL | EXIT | — | — | — |
|
UL|UNILEVER PLC
|
SELL | EXIT | — | — | -6.3% |
|
PG|PROCTER AND GAMBLE CO
|
SELL | EXIT | — | — | -3.2% |
|
CSCO|CISCO SYS INC
|
SELL | EXIT | — | — | -3.4% |
|
TT|TRANE TECHNOLOGIES PLC
|
SELL | EXIT | — | — | +11.6% |
|
V|VISA INC
|
SELL | EXIT | — | — | +2.9% |
|
AMAT|APPLIED MATLS INC
|
SELL | EXIT | — | — | +3.5% |
|
AMGN|AMGEN INC
|
SELL | EXIT | — | — | +5.7% |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | EXIT | — | — | -8.0% |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | EXIT | — | — | +8.3% |
|
ADBE|ADOBE INC
|
SELL | EXIT | — | — | +13.1% |
|
SLB|SCHLUMBERGER LTD
|
SELL | EXIT | — | — | -8.1% |
|
TTE|TOTALENERGIES SE
|
SELL | EXIT | — | — | +8.1% |
|
LMT|LOCKHEED MARTIN CORP
|
SELL | EXIT | — | — | -0.8% |
|
JNJ|JOHNSON & JOHNSON
|
SELL | EXIT | — | — | -5.7% |
|
NSC|NORFOLK SOUTHN CORP
|
SELL | EXIT | — | — | -1.7% |
|
GS|GOLDMAN SACHS GROUP INC
|
SELL | EXIT | — | — | +1.9% |
|
MS|MORGAN STANLEY
|
SELL | EXIT | — | — | -8.0% |
|
CVS|CVS HEALTH CORP
|
SELL | EXIT | — | — | -2.0% |
|
PFE|PFIZER INC
|
SELL | EXIT | — | — | -15.5% |
|
PNC|PNC FINL SVCS GROUP INC
|
SELL | EXIT | — | — | +1.4% |
|
CB|CHUBB LIMITED
|
SELL | EXIT | — | — | +9.1% |
|
KBWB|INVESCO EXCH TRADED FD TR II
|
SELL | EXIT | — | — | -0.6% |
|
XOM|EXXON MOBIL CORP
|
SELL | EXIT | — | — | -3.7% |
|
EMN|EASTMAN CHEM CO
|
SELL | EXIT | — | — | -4.6% |
|
LOW|LOWES COS INC
|
SELL | EXIT | — | — | -11.7% |
|
GOOG|ALPHABET INC CL C
|
SELL | EXIT | — | — | +4.7% |
|
MRK|MERCK & CO INC
|
SELL | EXIT | — | — | -3.7% |
|
AMT|AMERICAN TOWER CORP NEW
|
SELL | EXIT | — | — | +6.4% |
|
XLP|SELECT SECTOR SPDR TR
|
SELL | EXIT | — | — | -5.5% |
|
HD|HOME DEPOT INC
|
SELL | EXIT | — | — | -6.8% |
|
TGT|TARGET CORP
|
SELL | EXIT | — | — | -12.8% |
|
PEP|PEPSICO INC
|
SELL | EXIT | — | — | -7.8% |
|
RTX|RTX CORPORATION
|
SELL | EXIT | — | — | -5.8% |
|
DIS|DISNEY WALT CO
|
SELL | EXIT | — | — | +5.2% |
| 2023-Q3 | |||||
|
MSFT|MICROSOFT CORP
|
BUY | +0.05% | 39.3M | $12.4B | — |
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -10.39% | 22.5M | $7.9B | — |
|
WMT|WALMART INC
|
BUY | +0.31% | 3.0M | $485M | — |
|
UPS|UNITED PARCEL SERVICE INC
|
BUY | +1.94% | 755.1K | $118M | — |
|
AAPL|APPLE INC
|
BUY | NEW | 52.8K | $9M | — |
|
META|META PLATFORMS INC
|
BUY | NEW | 27.0K | $8M | — |
|
IYW|ISHARES TR
|
BUY | NEW | 57.6K | $6M | — |
|
AMZN|AMAZON COM INC
|
BUY | NEW | 44.0K | $6M | — |
|
ETN|EATON CORP PLC
|
BUY | NEW | 26.1K | $6M | — |
|
AVGO|BROADCOM INC
|
BUY | NEW | 6.5K | $5M | — |
|
BKNG|BOOKING HOLDINGS INC
|
BUY | NEW | 1.6K | $5M | — |
|
GOOGL|ALPHABET INC CL A
|
BUY | NEW | 38.4K | $5M | — |
|
JPM|JPMORGAN CHASE & CO
|
BUY | NEW | 29.6K | $4M | — |
|
ORCL|ORACLE CORP
|
BUY | NEW | 39.8K | $4M | — |
|
A4S|AMERIPRISE FINL INC
|
BUY | NEW | 12.4K | $4M | — |
|
NVDA|NVIDIA CORPORATION
|
BUY | NEW | 9.2K | $4M | — |
|
XLK|SELECT SECTOR SPDR TR
|
BUY | NEW | 24.3K | $4M | — |
|
PHM|PULTE GROUP INC
|
BUY | NEW | 53.5K | $4M | — |
|
TJX|TJX COS INC NEW
|
BUY | NEW | 42.5K | $4M | — |
|
ELV|ELEVANCE HEALTH INC
|
BUY | NEW | 8.5K | $4M | — |
|
CHV|CHEVRON CORP NEW
|
BUY | NEW | 21.5K | $4M | — |
|
UL|UNILEVER PLC
|
BUY | NEW | 72.6K | $4M | — |
|
PG|PROCTER AND GAMBLE CO
|
BUY | NEW | 23.0K | $3M | — |
|
CSCO|CISCO SYS INC
|
BUY | NEW | 62.0K | $3M | — |
|
TT|TRANE TECHNOLOGIES PLC
|
BUY | NEW | 15.9K | $3M | — |
|
V|VISA INC
|
BUY | NEW | 14.0K | $3M | — |
|
AMAT|APPLIED MATLS INC
|
BUY | NEW | 22.8K | $3M | — |
|
AMGN|AMGEN INC
|
BUY | NEW | 11.1K | $3M | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
BUY | NEW | 5.7K | $3M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | NEW | 5.7K | $3M | — |
|
ADBE|ADOBE INC
|
BUY | NEW | 5.5K | $3M | — |
|
SLB|SCHLUMBERGER LTD
|
BUY | NEW | 47.0K | $3M | — |
|
TTE|TOTALENERGIES SE
|
BUY | NEW | 38.5K | $3M | — |
|
LMT|LOCKHEED MARTIN CORP
|
BUY | NEW | 5.9K | $2M | — |
|
JNJ|JOHNSON & JOHNSON
|
BUY | NEW | 14.9K | $2M | — |
|
NSC|NORFOLK SOUTHN CORP
|
BUY | NEW | 11.7K | $2M | — |
|
GS|GOLDMAN SACHS GROUP INC
|
BUY | NEW | 7.1K | $2M | — |
|
MS|MORGAN STANLEY
|
BUY | NEW | 27.9K | $2M | — |
|
CVS|CVS HEALTH CORP
|
BUY | NEW | 32.5K | $2M | — |
|
PFE|PFIZER INC
|
BUY | NEW | 68.0K | $2M | — |
|
PNC|PNC FINL SVCS GROUP INC
|
BUY | NEW | 17.4K | $2M | — |
|
CB|CHUBB LIMITED
|
BUY | NEW | 10.2K | $2M | — |
|
KBWB|INVESCO EXCH TRADED FD TR II
|
BUY | NEW | 50.3K | $2M | — |
|
XOM|EXXON MOBIL CORP
|
BUY | NEW | 17.0K | $2M | — |
|
EMN|EASTMAN CHEM CO
|
BUY | NEW | 25.0K | $2M | — |
|
LOW|LOWES COS INC
|
BUY | NEW | 9.0K | $2M | — |
|
GOOG|ALPHABET INC CL C
|
BUY | NEW | 14.0K | $2M | — |
|
MRK|MERCK & CO INC
|
BUY | NEW | 17.7K | $2M | — |
|
AMT|AMERICAN TOWER CORP NEW
|
BUY | NEW | 11.0K | $2M | — |
|
XLP|SELECT SECTOR SPDR TR
|
BUY | NEW | 25.5K | $2M | — |
|
HD|HOME DEPOT INC
|
BUY | NEW | 5.7K | $2M | — |
|
TGT|TARGET CORP
|
BUY | NEW | 15.2K | $2M | — |
|
PEP|PEPSICO INC
|
BUY | NEW | 9.7K | $2M | — |
|
RTX|RTX CORPORATION
|
BUY | NEW | 20.2K | $1M | — |
|
DIS|DISNEY WALT CO
|
BUY | NEW | 16.8K | $1M | — |
| 2023-Q2 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
BUY | +27.69% | 25.1M | $8.6B | — |
|
BUD|ANHEUSER BUSCH INBEV SA/NV
|
BUY | NEW | 1.7M | $97M | — |
| 2023-Q1 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -20.25% | 19.7M | $6.1B | — |
|
WEBER INC
|
SELL | EXIT | — | — | — |
| 2022-Q4 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -16.84% | 24.7M | $7.6B | — |
|
ECL|ECOLAB INC
|
BUY | +7.23% | 5.2M | $760M | — |
|
HRL|HORMEL FOODS CORP
|
BUY | NEW | 2.2M | $100M | — |
|
DHR|DANAHER CORPORATION
|
BUY | NEW | 373.0K | $99M | — |
| 2022-Q3 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -14.41% | 29.7M | $7.9B | — |
|
MSFT|MICROSOFT CORP
|
BUY | NEW | 39.3M | $9.1B | — |
|
CNR|CANADIAN NATL RY CO
|
BUY | +433.41% | 54.8M | $5.9B | — |
|
WM|WASTE MGMT INC DEL
|
BUY | +89.09% | 35.2M | $5.6B | — |
|
DE|DEERE & CO
|
BUY | +335.47% | 3.9M | $1.3B | — |
|
ECL|ECOLAB INC
|
BUY | +11.45% | 4.9M | $703M | — |
|
WCN|WASTE CONNECTIONS INC
|
BUY | NEW | 2.1M | $290M | — |
|
FDX|FEDEX CORP
|
BUY | +187.14% | 1.5M | $228M | — |
|
CPNG|COUPANG INC
|
BUY | +61.84% | 9.2M | $154M | — |
|
SF9|SANDERSON FARMS INC
|
SELL | EXIT | — | — | — |
|
KHC|KRAFT HEINZ CO
|
BUY | NEW | 2.6M | $87M | — |
| 2022-Q2 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
BUY | +20.93% | 34.7M | $9.5B | — |
|
CNR|CANADIAN NATL RY CO
|
SELL | -21.33% | 10.3M | $1.2B | — |
|
MSGS|MADISON SQUARE GRDN SPRT COR
|
BUY | +112.98% | 592.4K | $89M | — |
|
CVNA|CARVANA CO
|
BUY | NEW | 520.0K | $12M | — |
|
VRM|VROOM INC
|
BUY | NEW | 2.5M | $3M | — |
| 2022-Q1 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -14.84% | 28.7M | $10.1B | — |
|
CAT|CATERPILLAR INC
|
SELL | -24.07% | 7.4M | $1.6B | — |
|
WMT|WALMART INC
|
SELL | -56.36% | 3.0M | $450M | — |
|
CCI|CROWN CASTLE INTL CORP NEW
|
SELL | -68.89% | 1.4M | $262M | — |
|
MSFT|MICROSOFT CORP
|
SELL | -51.25% | 944.6K | $291M | +3.7% |
|
UPS|UNITED PARCEL SERVICE INC
|
SELL | -67.57% | 740.7K | $159M | — |
|
FDX|FEDEX CORP
|
SELL | -64.23% | 534.4K | $124M | — |
|
DE|DEERE & CO
|
SELL | -12.96% | 899.7K | $374M | +6.2% |
|
CANADIAN PAC RY LTD
|
SELL | EXIT | — | — | — |
|
TV|GRUPO TELEVISA S A B
|
SELL | EXIT | — | — | — |
|
GOOGL|ALPHABET INC
|
SELL | EXIT | — | — | +90.9% |
|
GOOG|ALPHABET INC
|
SELL | EXIT | — | — | +91.2% |
| 2021-Q4 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -12.92% | 33.7M | $10.1B | — |
|
MSFT|MICROSOFT CORP
|
SELL | -34.04% | 1.9M | $652M | +14.1% |
|
KSUEUR|KANSAS CITY SOUTHERN
|
SELL | EXIT | — | — | — |
|
TV|GRUPO TELEVISA S A B
|
SELL | -56.83% | 7.0M | $66M | — |
|
CANADIAN PAC RY LTD
|
BUY | NEW | 2.5M | $178M | — |
|
SF9|SANDERSON FARMS INC
|
BUY | NEW | 524.2K | $100M | — |
|
AFRM|AFFIRM HLDGS INC
|
SELL | EXIT | — | — | +97.8% |
| 2021-Q3 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -11.45% | 38.7M | $10.6B | — |
|
CAT|CATERPILLAR INC
|
SELL | -4.64% | 9.7M | $1.9B | — |
|
CNR|CANADIAN NATL RY CO
|
SELL | -6.05% | 13.1M | $1.5B | — |
|
WMT|WALMART INC
|
SELL | -8.93% | 6.9M | $965M | — |
|
CCI|CROWN CASTLE INTL CORP NEW
|
SELL | -10.27% | 4.6M | $791M | — |
|
MSFT|MICROSOFT CORP
|
BUY | NEW | 2.9M | $828M | — |
|
KSUEUR|KANSAS CITY SOUTHERN
|
BUY | NEW | 2.2M | $593M | — |
|
UPS|UNITED PARCEL SERVICE INC
|
SELL | -18.48% | 2.3M | $416M | — |
|
DE|DEERE & CO
|
BUY | NEW | 1.0M | $346M | — |
|
TV|GRUPO TELEVISA S A B
|
SELL | -3.41% | 16.3M | $179M | — |
|
MSGS|MADISON SQUARE GRDN SPRT COR
|
BUY | NEW | 278.1K | $52M | — |
|
WEBER INC
|
BUY | NEW | 2.5M | $44M | — |
|
ONON|ON HLDG AG
|
BUY | NEW | 500.0K | $15M | — |
|
AFRM|AFFIRM HLDGS INC
|
BUY | NEW | 35.2K | $4M | — |
| 2021-Q2 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
BUY | +17.74% | 43.7M | $12.1B | — |
|
ECL|ECOLAB INC
|
BUY | +0.00% | 4.4M | $899M | — |
|
LBTYK|LIBERTY GLOBAL PLC
|
SELL | EXIT | — | — | — |
|
LBTYA|LIBERTY GLOBAL PLC
|
SELL | EXIT | — | — | — |
| 2021-Q1 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -11.88% | 37.1M | $9.5B | — |
|
CAT|CATERPILLAR INC
|
SELL | -9.80% | 10.2M | $2.4B | — |
|
CNR|CANADIAN NATL RY CO
|
SELL | -18.09% | 13.9M | $1.6B | — |
|
WMT|WALMART INC
|
SELL | -34.49% | 7.6M | $1.0B | — |
|
CCI|CROWN CASTLE INTL CORP NEW
|
SELL | -4.62% | 5.1M | $876M | — |
|
FDX|FEDEX CORP
|
SELL | -50.62% | 1.5M | $424M | — |
|
UPS|UNITED PARCEL SERVICE INC
|
SELL | -38.09% | 2.8M | $476M | — |
|
CPNG|COUPANG INC
|
BUY | NEW | 5.7M | $282M | — |
|
AAPL|APPLE INC
|
SELL | EXIT | — | — | +25.4% |
|
AMZN|AMAZON COM INC
|
SELL | EXIT | — | — | +65.9% |
|
LBTYK|LIBERTY GLOBAL PLC
|
SELL | -86.05% | 507.5K | $13M | — |
|
LBTYA|LIBERTY GLOBAL PLC
|
SELL | -82.03% | 380.8K | $10M | — |
|
TWTRUSD|TWITTER INC
|
SELL | EXIT | — | — | — |
|
LILAK|LIBERTY LATIN AMERICA LTD
|
SELL | EXIT | — | — | -30.1% |
|
LILA|LIBERTY LATIN AMERICA LTD
|
SELL | EXIT | — | — | -41.9% |
| 2020-Q4 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -10.61% | 42.1M | $9.8B | — |
|
CNR|CANADIAN NATL RY CO
|
SELL | -0.86% | 17.0M | $1.9B | — |
|
SDGR|SCHRODINGER INC
|
BUY | +40.15% | 7.0M | $553M | — |
|
AAPL|APPLE INC
|
SELL | -50.00% | 1.0M | $133M | +16.4% |
|
AMZN|AMAZON COM INC
|
SELL | -50.00% | 30.2K | $98M | +67.6% |
|
BABA|ALIBABA GROUP HLDG LTD
|
SELL | EXIT | — | — | +27.7% |
|
BXP|BOSTON PROPERTIES INC
|
SELL | EXIT | — | — | +5.6% |
|
GOOGL|ALPHABET INC
|
SELL | -50.00% | 21.6K | $38M | +22.3% |
|
GOOG|ALPHABET INC
|
SELL | -50.00% | 21.5K | $38M | +22.6% |
|
LILAK|LIBERTY LATIN AMERICA LTD
|
SELL | -27.62% | 677.0K | $8M | -32.1% |
|
LILA|LIBERTY LATIN AMERICA LTD
|
SELL | -25.37% | 276.4K | $3M | -44.4% |
|
UBER|UBER TECHNOLOGIES INC
|
SELL | EXIT | — | — | +46.9% |
| 2020-Q3 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
BUY | +18.02% | 47.1M | $10.0B | — |
|
SDGR|SCHRODINGER INC
|
SELL | -28.65% | 5.0M | $237M | +78.2% |
|
AAPL|APPLE INC
|
BUY | +300.00% | 2.0M | $232M | — |
|
BXP|BOSTON PROPERTIES INC
|
BUY | NEW | 1.1M | $88M | — |
|
ARCO|ARCOS DORADOS HOLDINGS INC
|
SELL | EXIT | — | — | — |
|
LILAK|LIBERTY LATIN AMERICA LTD
|
BUY | +47.05% | 935.3K | $8M | — |
|
UBER|UBER TECHNOLOGIES INC
|
BUY | NEW | 26.8K | $976000 | — |
| 2020-Q2 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -11.13% | 39.9M | $7.1B | — |
|
SDGR|SCHRODINGER INC
|
SELL | +0.00% | 7.0M | $639M | +50.1% |
| 2020-Q1 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -10.02% | 44.9M | $8.2B | — |
|
SDGR|SCHRODINGER INC
|
BUY | NEW | 7.0M | $301M | — |
|
AAPL|APPLE INC
|
BUY | NEW | 501.0K | $127M | — |
|
AMZN|AMAZON COM INC
|
BUY | NEW | 60.5K | $118M | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
BUY | NEW | 552.4K | $107M | — |
|
GOOGL|ALPHABET INC
|
BUY | NEW | 43.1K | $50M | — |
|
GOOG|ALPHABET INC
|
BUY | NEW | 43.0K | $50M | — |
|
TWTRUSD|TWITTER INC
|
BUY | NEW | 272.4K | $7M | — |
| 2019-Q4 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -9.11% | 49.9M | $11.3B | — |
|
BYND|BEYOND MEAT INC
|
SELL | EXIT | — | — | -50.2% |
|
NCSUSD|CORNERSTONE BLDG BRANDS INC
|
SELL | EXIT | — | — | — |
| 2019-Q3 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
BUY | +16.64% | 54.9M | $11.4B | — |
|
BYND|BEYOND MEAT INC
|
BUY | NEW | 96.5K | $14M | — |
|
NCSUSD|CORNERSTONE BLDG BRANDS INC
|
BUY | NEW | 13.7K | $83000 | — |
| 2019-Q2 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -9.60% | 47.1M | $10.0B | — |
|
MSFT|MICROSOFT CORP
|
SELL | EXIT | — | — | — |
|
AN|AUTONATION INC
|
SELL | EXIT | — | — | — |
| 2019-Q1 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -8.76% | 52.1M | $10.5B | — |
|
MSFT|MICROSOFT CORP
|
SELL | -50.00% | 8.0M | $944M | — |
|
WBA|WALGREENS BOOTS ALLIANCE INC
|
SELL | EXIT | — | — | — |
| 2018-Q4 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -8.05% | 57.1M | $11.7B | — |
|
MSFT|MICROSOFT CORP
|
SELL | -33.33% | 16.0M | $1.6B | — |
| 2018-Q3 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
BUY | +15.88% | 62.1M | $13.3B | — |
|
MSFT|MICROSOFT CORP
|
SELL | -25.00% | 24.0M | $2.7B | — |
| 2018-Q2 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -8.54% | 53.6M | $10.0B | — |
|
MSFT|MICROSOFT CORP
|
SELL | -20.00% | 32.0M | $3.2B | — |
| 2018-Q1 | |||||
|
BRK-B|BERKSHIRE HATHAWAY INC DEL
|
SELL | -7.87% | 58.6M | $11.7B | — |
|
MSFT|MICROSOFT CORP
|
SELL | -16.67% | 40.0M | $3.7B | — |
|
LBTYA|LIBERTY GLOBAL PLC
|
SELL | EXIT | — | — | — |
|
LILAK|LIBERTY LATIN AMERICA LTD
|
BUY | NEW | 636.0K | $12M | — |
|
LBTYA|LIBERTY GLOBAL PLC
|
SELL | EXIT | — | — | — |
|
LILA|LIBERTY LATIN AMERICA LTD
|
BUY | NEW | 370.4K | $7M | — |
Closed Positions for Gates Foundation Trust
|
Stock
Click to search
|
Held Period | Cost Basis | Sale Proceeds | Realized Gain | Return | CAGR |
|---|---|---|---|---|---|---|
|
CVNA|CARVANA CO
|
2022-Q2 → 2024-Q2 (2.0y) | $19.1M | $54.4M | $+35.4M | +185.4% | +69.2% |
|
AAPL|APPLE INC
|
2020-Q1 → 2023-Q4 (0.2y) | $9.5M | $9.9M | $+382.9K | +4.0% | +4.0% |
|
META|META PLATFORMS INC
|
2023-Q3 → 2023-Q4 (0.2y) | $8.1M | $8.8M | $+667.0K | +8.2% | +8.2% |
|
IYW|ISHARES TR
|
2023-Q3 → 2023-Q4 (0.2y) | $6.3M | $6.6M | $+380.2K | +6.1% | +6.1% |
|
AMZN|AMAZON COM INC
|
2020-Q1 → 2023-Q4 (0.2y) | $5.9M | $6.3M | $+405.7K | +6.9% | +6.9% |
|
ETN|EATON CORP PLC
|
2023-Q3 → 2023-Q4 (0.2y) | $5.6M | $5.9M | $+226.8K | +4.0% | +4.0% |
|
GOOGL|ALPHABET INC CL A
|
2020-Q1 → 2023-Q4 (0.2y) | $5.0M | $5.2M | $+205.8K | +4.1% | +4.1% |
|
BKNG|BOOKING HOLDINGS INC
|
2023-Q3 → 2023-Q4 (0.2y) | $5.1M | $5.1M | $+83.0K | +1.6% | +1.6% |
|
PHM|PULTE GROUP INC
|
2023-Q3 → 2023-Q4 (0.2y) | $4.2M | $4.7M | $+410.3K | +9.7% | +9.7% |
|
JPM|JPMORGAN CHASE & CO
|
2023-Q3 → 2023-Q4 (0.2y) | $4.4M | $4.4M | $-9.5K | -0.2% | -0.2% |
|
ORCL|ORACLE CORP
|
2023-Q3 → 2023-Q4 (0.2y) | $4.6M | $4.3M | $-288.6K | -6.2% | -6.2% |
|
ELV|ELEVANCE HEALTH INC
|
2023-Q3 → 2023-Q4 (0.2y) | $3.8M | $3.9M | $+88.7K | +2.3% | +2.3% |
|
UL|UNILEVER PLC
|
2023-Q3 → 2023-Q4 (0.2y) | $4.2M | $3.9M | $-264.9K | -6.3% | -6.3% |
|
TJX|TJX COS INC NEW
|
2023-Q3 → 2023-Q4 (0.2y) | $3.7M | $3.8M | $+60.4K | +1.6% | +1.6% |
|
TT|TRANE TECHNOLOGIES PLC
|
2023-Q3 → 2023-Q4 (0.2y) | $3.2M | $3.6M | $+370.0K | +11.6% | +11.6% |
|
V|VISA INC
|
2023-Q3 → 2023-Q4 (0.2y) | $3.4M | $3.5M | $+96.6K | +2.9% | +2.9% |
|
PG|PROCTER AND GAMBLE CO
|
2023-Q3 → 2023-Q4 (0.2y) | $3.5M | $3.4M | $-113.5K | -3.2% | -3.2% |
|
AMAT|APPLIED MATLS INC
|
2023-Q3 → 2023-Q4 (0.2y) | $3.3M | $3.4M | $+113.5K | +3.5% | +3.5% |
|
ADBE|ADOBE INC
|
2023-Q3 → 2023-Q4 (0.2y) | $2.9M | $3.2M | $+374.8K | +13.1% | +13.1% |
|
CSCO|CISCO SYS INC
|
2023-Q3 → 2023-Q4 (0.2y) | $3.3M | $3.2M | $-112.2K | -3.4% | -3.4% |
|
UNH|UNITEDHEALTH GROUP INC
|
2023-Q3 → 2023-Q4 (0.2y) | $2.8M | $3.0M | $+232.4K | +8.3% | +8.3% |
|
AMGN|AMGEN INC
|
2023-Q3 → 2023-Q4 (0.2y) | $2.8M | $3.0M | $+162.3K | +5.7% | +5.7% |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
2023-Q3 → 2023-Q4 (0.2y) | $3.0M | $2.8M | $-241.8K | -8.0% | -8.0% |
|
LMT|LOCKHEED MARTIN CORP
|
2023-Q3 → 2023-Q4 (0.2y) | $2.7M | $2.6M | $-20.1K | -0.8% | -0.8% |
|
TTE|TOTALENERGIES SE
|
2023-Q3 → 2023-Q4 (0.2y) | $2.4M | $2.6M | $+192.9K | +8.1% | +8.1% |
|
SLB|SCHLUMBERGER LTD
|
2023-Q3 → 2023-Q4 (0.2y) | $2.7M | $2.5M | $-220.0K | -8.1% | -8.1% |
|
NSC|NORFOLK SOUTHN CORP
|
2023-Q3 → 2023-Q4 (0.2y) | $2.5M | $2.4M | $-42.7K | -1.7% | -1.7% |
|
GS|GOLDMAN SACHS GROUP INC
|
2023-Q3 → 2023-Q4 (0.2y) | $2.3M | $2.4M | $+43.3K | +1.9% | +1.9% |
|
JNJ|JOHNSON & JOHNSON
|
2023-Q3 → 2023-Q4 (0.2y) | $2.4M | $2.3M | $-139.1K | -5.7% | -5.7% |
|
CVS|CVS HEALTH CORP
|
2023-Q3 → 2023-Q4 (0.2y) | $2.3M | $2.3M | $-45.5K | -2.0% | -2.0% |
|
CB|CHUBB LIMITED
|
2023-Q3 → 2023-Q4 (0.2y) | $2.1M | $2.3M | $+188.1K | +9.1% | +9.1% |
|
XLK|SELECT SECTOR SPDR TR
|
2023-Q3 → 2023-Q4 (0.2y) | $2.1M | $2.2M | $+126.1K | +6.0% | +6.0% |
|
MS|MORGAN STANLEY
|
2023-Q3 → 2023-Q4 (0.2y) | $2.4M | $2.2M | $-190.4K | -8.0% | -8.0% |
|
PNC|PNC FINL SVCS GROUP INC
|
2023-Q3 → 2023-Q4 (0.2y) | $2.2M | $2.2M | $+31.5K | +1.4% | +1.4% |
|
AMT|AMERICAN TOWER CORP NEW
|
2023-Q3 → 2023-Q4 (0.2y) | $2.0M | $2.1M | $+128.2K | +6.4% | +6.4% |
|
KBWB|INVESCO EXCH TRADED FD TR II
|
2023-Q3 → 2023-Q4 (0.2y) | $2.1M | $2.1M | $-13.1K | -0.6% | -0.6% |
|
PFE|PFIZER INC
|
2023-Q3 → 2023-Q4 (0.2y) | $2.4M | $2.1M | $-376.0K | -15.5% | -15.5% |
|
EMN|EASTMAN CHEM CO
|
2023-Q3 → 2023-Q4 (0.2y) | $2.1M | $2.0M | $-96.5K | -4.6% | -4.6% |
|
GOOG|ALPHABET INC CL C
|
2020-Q1 → 2023-Q4 (0.2y) | $1.8M | $1.9M | $+86.5K | +4.7% | +4.7% |
|
MRK|MERCK & CO INC
|
2023-Q3 → 2023-Q4 (0.2y) | $1.9M | $1.8M | $-69.7K | -3.7% | -3.7% |
|
LOW|LOWES COS INC
|
2023-Q3 → 2023-Q4 (0.2y) | $2.0M | $1.8M | $-238.0K | -11.7% | -11.7% |
|
XOM|EXXON MOBIL CORP
|
2023-Q3 → 2023-Q4 (0.2y) | $1.8M | $1.8M | $-67.3K | -3.7% | -3.7% |
|
XLP|SELECT SECTOR SPDR TR
|
2023-Q3 → 2023-Q4 (0.2y) | $1.9M | $1.8M | $-102.0K | -5.5% | -5.5% |
|
HD|HOME DEPOT INC
|
2023-Q3 → 2023-Q4 (0.2y) | $1.9M | $1.7M | $-126.6K | -6.8% | -6.8% |
|
TGT|TARGET CORP
|
2023-Q3 → 2023-Q4 (0.2y) | $2.0M | $1.7M | $-251.9K | -12.8% | -12.8% |
|
RTX|RTX CORPORATION
|
2023-Q3 → 2023-Q4 (0.2y) | $1.7M | $1.6M | $-100.4K | -5.8% | -5.8% |
|
PEP|PEPSICO INC
|
2023-Q3 → 2023-Q4 (0.2y) | $1.8M | $1.6M | $-136.5K | -7.8% | -7.8% |
|
DIS|DISNEY WALT CO
|
2023-Q3 → 2023-Q4 (0.2y) | $1.4M | $1.5M | $+75.8K | +5.2% | +5.2% |
|
AVGO|BROADCOM INC
|
2023-Q3 → 2023-Q4 (0.2y) | $562.3K | $599.5K | $+37.1K | +6.6% | +6.6% |
|
NVDA|NVIDIA CORPORATION
|
2023-Q3 → 2023-Q4 (0.2y) | $409.5K | $428.6K | $+19.1K | +4.7% | +4.7% |
|
AFRM|AFFIRM HLDGS INC
|
2021-Q3 → 2021-Q4 (0.2y) | $2.4M | $4.7M | $+2.3M | +97.8% | +97.8% |
|
LILAK|LIBERTY LATIN AMERICA LTD
|
2018-Q1 → 2021-Q1 (3.0y) | $15.4M | $10.7M | $-4.7M | -30.6% | -11.5% |
|
LILA|LIBERTY LATIN AMERICA LTD
|
2018-Q1 → 2021-Q1 (3.0y) | $7.5M | $4.3M | $-3.2M | -42.5% | -16.9% |
|
BABA|ALIBABA GROUP HLDG LTD
|
2020-Q1 → 2020-Q4 (0.7y) | $117.1M | $149.6M | $+32.4M | +27.7% | +38.7% |
|
BXP|BOSTON PROPERTIES INC
|
2020-Q3 → 2020-Q4 (0.2y) | $96.3M | $101.7M | $+5.4M | +5.6% | +5.6% |
|
UBER|UBER TECHNOLOGIES INC
|
2020-Q3 → 2020-Q4 (0.2y) | $878.0K | $1.3M | $+411.7K | +46.9% | +46.9% |
|
BYND|BEYOND MEAT INC
|
2019-Q3 → 2019-Q4 (0.2y) | $15.5M | $7.7M | $-7.8M | -50.2% | -50.2% |