Gates Foundation Trust (Cascade)
Tier 3 · less-proven / weaker recordConcentrated
Breadth-test add 2026-06-08 (survivorship-flagged).
Positions
22
as of Q1 2026
Top-5 concentration
83%
of equity portfolio
Latest filing
Q1 2026
13F report date
Reported holdings long US equity, by weight
| Ticker | Sector | Weight | Value | Change |
|---|---|---|---|---|
| BRK/B BERKSHIRE HATHAWAY INC DEL | — | 25.8% | $8.17B | TRIM |
| WM WASTE MGMT INC DEL | Utilities | 20.1% | $6.35B | TRIM |
| CNI CANADIAN NATL RY CO | Industrials | 16.8% | $5.33B | HOLD |
| CAT CATERPILLAR INC | Industrials | 14.2% | $4.50B | HOLD |
| DE DEERE & CO | Industrials | 6.3% | $2.00B | HOLD |
| ECL ECOLAB INC | Materials | 4.4% | $1.39B | HOLD |
| WMT WALMART INC | Consumer Discretionary | 3.3% | $1.04B | HOLD |
| FDX FEDEX CORP | Industrials | 2.7% | $849M | HOLD |
| KOF COCA-COLA FEMSA SAB DE CV | Consumer Staples | 1.9% | $606M | HOLD |
| WCN WASTE CONNECTIONS INC | Utilities | 1.0% | $331M | HOLD |
| MSGS MADISON SQUARE GRDN SPRT COR | Communication Services | 0.6% | $190M | HOLD |
| CPNG COUPANG INC | Consumer Discretionary | 0.6% | $175M | HOLD |
| BUD ANHEUSER BUSCH INBEV SA NV | Consumer Staples | 0.4% | $118M | HOLD |
| PCAR PACCAR INC | Consumer Discretionary | 0.4% | $116M | HOLD |
| WST WEST PHARMACEUTICAL SVSC INC | Health Care | 0.4% | $111M | HOLD |
| MCD MCDONALDS CORP | Consumer Discretionary | 0.3% | $104M | HOLD |
| SDGR SCHRODINGER INC | Health Care | 0.3% | $79M | HOLD |
| DHR DANAHER CORP DEL | Industrials | 0.2% | $71M | HOLD |
| KHC KRAFT HEINZ CO | Consumer Staples | 0.2% | $56M | HOLD |
| HRL HORMEL FOODS CORP | Consumer Staples | 0.1% | $47M | HOLD |
| — ON HLDG AG | — | 0.1% | $17M | 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.