TNTradingNote AI
Back to daily briefing

Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

23 changes from Bill Gates (Gates Foundation Trust), filed 2026-02-17 for period end 2025-12-31.

$35.4B portfolio value
StockActionChangeCurrentPortfolio Impact
84670702
BERKSHIRE HATHAWAY INC DEL
Reduced-$1.2B$9.8B3.36%
594918104
MICROSOFT CORP
Reduced-$1.0B$3.7B2.94%
149123101
CATERPILLAR INC
Increased$608.2M$3.6B1.72%
136375102
CANADIAN NATL RY CO
Increased$235.8M$5.1B0.67%
31428X106
FEDEX CORP
Increased$126.5M$688.7M0.36%
22266T109
COUPANG INC
Reduced-$79.6M$218.2M0.23%
191241108
COCA-COLA FEMSA SAB DE CV
Increased$72.2M$588.6M0.20%
931142103
WALMART INC
Increased$70.1M$934.8M0.20%
278865100
ECOLAB INC
Reduced-$59.2M$1.4B0.17%
94106L109
WASTE MGMT INC DEL
Reduced-$32.4M$6.4B0.09%
244199105
DEERE & CO
Increased$29.6M$1.7B0.08%
55825T103
MADISON SQUARE GRDN SPRT COR
Increased$18.7M$153.2M0.05%
80810D103
SCHRODINGER INC
Reduced-$15.2M$124.8M0.04%
235851102
DANAHER CORPORATION
Increased$11.4M$85.4M0.03%
693718108
PACCAR INC
Increased$11.2M$109.5M0.03%
03524A108
ANHEUSER BUSCH INBEV SA/NV
Increased$7.5M$109.1M0.02%
955306105
WEST PHARMACEUTICAL SVSC INC
Increased$5.7M$122.3M0.02%
500754106
KRAFT HEINZ CO
Reduced-$4.4M$60.0M0.01%
440452100
HORMEL FOODS CORP
Reduced-$2.2M$49.4M0.01%
H5919C104
ON HLDG AG
Increased$2.1M$23.2M0.01%
94106B101
WASTE CONNECTIONS INC
Reduced-$897,237$357.6M0.00%
92338C103
VERALTO CORP
Reduced-$849,194$12.4M0.00%
580135101
MCDONALDS CORP
Increased$582,726$102.4M0.00%

Evidence

Related Cards

PT

Paul Tudor Jones II

Paul Tudor Jones II (Tudor Investment) filed a 13F change in Ishares Russell 2000 Etf - US ETP (464287655) on 2026-02-17, covering period end 2025-12-31.

BA

Bill Ackman

Bill Ackman (Pershing Square) filed a 13F change in META PLATFORMS INC (30303M102) on 2026-02-17, covering period end 2025-12-31.

JU

Jeffrey Ubben

Jeffrey Ubben (ValueAct) filed a 13F change in BLACKROCK INC (09290D101) on 2026-02-17, covering period end 2025-12-31.

Bill Gates (Gates Foundation Trust) disclosed increased in CATERPILLAR INC | TradingNote AI