The Bill & Melinda Gates Foundation Trust has made a strategic shift in its investment portfolio.
Reducing stakes in major companies while adding global fast-food giant McDonald’s.
A recent 13F filing with the U.S. Securities and Exchange Commission for the fourth quarter of 2024 revealed these notable adjustments.
Major changes
As part of its evolving investment strategy, the foundation trimmed its stake in Microsoft, a company co-founded by Gates.
Microsoft now accounts for 28.55% of the trust’s portfolio, valued at $11.99 billion.
This move continues a trend, as Gates has steadily reduced his Microsoft holdings since late 2023.
In addition, the trust lowered its stake in Berkshire Hathaway, the investment powerhouse led by Warren Buffett.
Despite these reductions, the foundation remains deeply invested in leading firms like Walmart, Coca-Cola, and FedEx.
Shifting in investments
In a significant addition, the trust acquired shares in McDonald’s, marking a diversification move into the consumer goods sector.
The foundation’s approach blends large-cap investments with emerging opportunities, reflecting a long-term vision for sustainable financial growth.
With a portfolio valued at approximately $42.02 billion, the Bill & Melinda Gates Foundation Trust continues to refine its strategy.
Aligning investments with evolving market conditions.
investor are speculating that the shift is based under a commitment to maintaining a strong financial base while supporting the foundation’s broader philanthropic mission.
