In its latest quarterly filing with the U.S. Securities and Exchange Commission (SEC), the Bill & Melinda Gates Foundation Trust has revealed a significant shift in its investment strategy. During the fourth quarter of 2024, the foundation reduced its holdings in several major companies, including Microsoft and Berkshire Hathaway, while adding fast-food giant McDonald’s to its portfolio.
The foundation, which manages a $42 billion portfolio with 24 stocks, made several key adjustments. Most notably, the trust decreased its stake in Microsoft, now representing 28.55% of the portfolio, worth $11.99 billion. This marks a continued reduction in Microsoft holdings since late 2023. Similarly, Berkshire Hathaway, the investment firm headed by Warren Buffett, saw a decrease in its share of the trust’s investments.
Alongside these changes, the trust divested from United Auto Credit Corporation and CarStory’s parent company Vroom. However, it made a notable addition with McDonald’s, reflecting a shift in focus towards different industries.
The Bill & Melinda Gates Foundation Trust, which also holds investments in major firms like Walmart, Coca-Cola, and FedEx, is adjusting its approach to focus on a smaller number of high-performing companies. The portfolio is now diversifying by incorporating high-growth opportunities alongside its traditional, stable investments.
This strategy aligns with the foundation’s goals to adapt its investment approach in response to market changes and continue supporting sustainable, long-term growth.
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