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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 2026-05-15 for period end 2026-03-31.

$31.7B portfolio value
StockActionChangeCurrentPortfolio Impact
594918104
MICROSOFT CORP
Sold out-$3.7B$011.75%
84670702
BERKSHIRE HATHAWAY INC DEL
Reduced-$1.6B$8.2B5.01%
149123101
CATERPILLAR INC
Increased$861.5M$4.5B2.72%
244199105
DEERE & CO
Increased$347.7M$2.0B1.10%
136375102
CANADIAN NATL RY CO
Increased$203.2M$5.3B0.64%
31428X106
FEDEX CORP
Increased$160.5M$849.3M0.51%
931142103
WALMART INC
Increased$108.0M$1.0B0.34%
80810D103
SCHRODINGER INC
Reduced-$45.5M$79.3M0.14%
22266T109
COUPANG INC
Reduced-$43.6M$174.6M0.14%
55825T103
MADISON SQUARE GRDN SPRT COR
Increased$37.2M$190.4M0.12%
94106B101
WASTE CONNECTIONS INC
Reduced-$26.3M$331.2M0.08%
278865100
ECOLAB INC
Increased$18.3M$1.4B0.06%
191241108
COCA-COLA FEMSA SAB DE CV
Increased$17.6M$606.2M0.06%
235851102
DANAHER CORP DEL
Reduced-$14.7M$70.7M0.05%
955306105
WEST PHARMACEUTICAL SVSC INC
Reduced-$10.9M$111.4M0.03%
03524A108
ANHEUSER BUSCH INBEV SA NV
Increased$9.1M$118.1M0.03%
H5919C104
ON HLDG AG
Reduced-$6.2M$17.0M0.02%
693718108
PACCAR INC
Increased$6.0M$115.5M0.02%
94106L109
WASTE MGMT INC DEL
Reduced-$5.2M$6.4B0.02%
500754106
KRAFT HEINZ CO
Reduced-$4.4M$55.6M0.01%
440452100
HORMEL FOODS CORP
Reduced-$2.2M$47.2M0.01%
580135101
MCDONALDS CORP
Increased$1.7M$104.1M0.01%
92338C103
VERALTO CORP
Reduced-$1.4M$11.0M0.00%

Evidence

Related Cards

DL
Sold out69331C108

Daniel Loeb

Daniel Loeb (Third Point) filed a 13F change in PG&E CORP (69331C108) on 2026-05-15, covering period end 2026-03-31.

CS
Reduced146869102

Cliff Sosin

Cliff Sosin (CAS Investment Partners) filed a 13F change in CARVANA CO (146869102) on 2026-05-15, covering period end 2026-03-31.

DL
Sold out594918104

Daniel Loeb

Daniel Loeb (Third Point) filed a 13F change in MICROSOFT CORP (594918104) on 2026-05-15, covering period end 2026-03-31.

Bill Gates (Gates Foundation Trust) disclosed reduced in COUPANG INC | TradingNote AI