Gates Foundation Trust (Cascade)
Tier 3 · less-proven / weaker recordConcentrated
Breadth-test add 2026-06-08 (survivorship-flagged).
Positions
24
as of Q2 2026
Top-5 concentration
83%
of equity portfolio
Latest filing
Q2 2026
13F report date
Reported holdings long US equity, by weight
| Ticker | Sector | Weight | Value | Change |
|---|---|---|---|---|
| BRK/B BERKSHIRE HATHAWAY INC DEL | — | 21.4% | $7.35B | TRIM |
| CAT CATERPILLAR INC | Industrials | 19.7% | $6.77B | HOLD |
| CNI CANADIAN NATL RY CO | Industrials | 18.0% | $6.18B | HOLD |
| WM WASTE MGMT INC DEL | Utilities | 17.3% | $5.96B | TRIM |
| DE DEERE & CO | Industrials | 6.6% | $2.26B | HOLD |
| ECL ECOLAB INC | Materials | 4.2% | $1.45B | HOLD |
| WMT WALMART INC | Consumer Discretionary | 2.8% | $950M | HOLD |
| FDX FEDEX CORP | Industrials | 2.2% | $747M | HOLD |
| KOF COCA-COLA FEMSA SAB DE CV | Consumer Staples | 1.9% | $660M | HOLD |
| HD HOME DEPOT INC | Consumer Discretionary | 1.0% | $353M | NEW |
| WCN WASTE CONNECTIONS INC | Utilities | 1.0% | $340M | HOLD |
| MSGS MADISON SQUARE GRDN SPRT COR | Communication Services | 0.7% | $238M | HOLD |
| FDXF FEDEX FGHT HLDG CO INC | Industrials | 0.5% | $180M | NEW |
| CPNG COUPANG INC | Consumer Discretionary | 0.5% | $161M | HOLD |
| WST WEST PHARMACEUTICAL SVSC INC | Health Care | 0.5% | $160M | HOLD |
| BUD ANHEUSER BUSCH INBEV SA NV | Consumer Staples | 0.4% | $140M | HOLD |
| PCAR PACCAR INC | Consumer Discretionary | 0.3% | $120M | HOLD |
| SDGR SCHRODINGER INC | Health Care | 0.3% | $113M | HOLD |
| MCD MCDONALDS CORP | Consumer Discretionary | 0.3% | $91M | HOLD |
| DHR DANAHER CORP DEL | Industrials | 0.2% | $71M | HOLD |
| KHC KRAFT HEINZ CO | Consumer Staples | 0.2% | $58M | HOLD |
| HRL HORMEL FOODS CORP | Consumer Staples | 0.2% | $52M | HOLD |
| — ON HLDG AG | — | 0.1% | $18M | HOLD |
| VLTO VERALTO CORP | Industrials | 0.0% | $11M | HOLD |
Weights are share of the manager’s reported long US-equity portfolio (13F). Options, bonds, and non-US/private holdings aren’t reported here. “Change” vs the prior reported quarter.