Bill Gates Portfolio: 10 Stocks for Investors to Consider
Have you ever wondered what Bill Gates’ portfolio of investments looks like? After all, he is currently the fourth richest person in the world. As an entrepreneur and business magnate who co-founded Microsoft, the world’s largest personal computer software company, he is likely a knowledgeable investor.
Now a retired, full-time philanthropist, Gates helps run the Bill & Melinda Gates Foundation, which boasts an extensive investment portfolio of 18 stocks worth over $19.7 billion in its most recent 13F filings. Bill Gates portfolio is diverse, holding stocks from many different sectors. Although he does not follow a dividend growth strategy, many the stocks he owns pay increasing dividends.
The following companies are the ten most significant holdings in the Bill & Melinda Gates Foundation’s investment portfolio. Notably, the portfolio is concentrated with the top five holdings making up 87.22% of the total investment portfolio.
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Stocks in Bill Gates Portfolio
1. Berkshire Hathaway Inc.
Berkshire Hathaway (BRK.A, BRK.B) is a multinational conglomerate holding company. The company is widely known for being managed by one of the wealthiest people in the world, Warren Buffet. Buffet and Gates have forged a close relationship, and Gates served on the Board of Directors until 2020.
According to Buffett’s 2021 Annual Letter, Berkshire Hathaway owns stocks like Apple, American Express, Coca-Cola, Kraft Heinz, Bank of America, and many more. It also owns subsidiaries like GEICO Insurance, See’s Candies, BNSF, Berkshire Energy, etc. The company had a net income of almost $90 billion in 2021, a 111.18% increase from 2020. Berkshire Hathaway currently has a stock price of over $410,000.
This stock is Bill Gates’ largest holding and comprises about 51.2% of the total portfolio.
2. Waste Management Inc.
Waste Management Inc. (WM) is another holding company where its subsidiaries perform all operations. The services provided include waste collection, transfer, recycling, and disposal.
Waste Management Inc. also developed, operates, and owns waste-to-energy and landfill gas-to-energy facilities in the U.S. The company’s net income in 2021 surpassed the previous year by 21.30%, with a reported net income of $1.816 billion. The current stock price is almost $168 per share.
Gates owns approximately 4.5% of the stock, making him the second largest shareholder. Waste Management is his second largest holding constituting about 14.94% of his assets.
3. Canadian National Railway Company
Canadian National Railway (CNI) is a rail freight company and related transportation business with headquarters in Montreal, Quebec. The company boasts a 20,000-mile network that spans Canada and Mid-America and connects three coasts: the Atlantic, the Pacific, and the Gulf of Mexico. The company provides transportation services for the automotive, coal, fertilizer, food and beverages, forest products, grain, metals and minerals, petroleum, and chemical industries.
Canadian National Railway had a net income of $3.903 billion in 2021. That was a 46.97% increase from 2020. The company currently has a stock price of over $116 per share.
CNI is about 8.87% of Gates’ portfolio.
4. Caterpillar Inc.
Caterpillar Inc. (CAT) manufactures construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. The company also designs, develops, engineers, markets, and sells customers’ machinery, engines, financial products, and insurance.
Caterpillar ranks as a Fortune 100 company as one of the largest companies in the United States based on revenues. In 2021, Caterpillar had a net income of $6.49 billion, a 116.44% increase from 2020. The stock currently trades at around $180 per share.
Caterpillar is around 8.29% of the total Gates portfolio.
5. Ecolab
Ecolab (ECL) develops and provides services in the area of technology and systems that specialize in water treatment, purification, cleaning, hygiene, and infection prevention solutions that protect people and their resources. Ecolab serves over 40 diverse industries, such as food production, restaurants, hospitals, paper mills, etc.
Gates has steadily increased his shares in Ecolab, making it one of the top five largest holdings in his portfolio as of 2021. Ecolab’s net income in 2021 was $1.13 billion. The stock price is currently at $163 per share.
Ecolab is the fifth largest holding at roughly 3.90% of the portfolio.
Read Ecolab (ECL): An Overvalued Dividend Aristocrat
6. Walmart
Walmart (WMT) is the largest retailer and grocery store in the United States and is a merchandiser of consumer products and services at low prices. Walmart International operates grocery stores, supermarkets, hypermarkets, department and discount stores, and neighborhood markets. The company also owns Sam’s Club, the warehouse chain.
Net income in 2021 was $13.51 billion, and the current stock price is around $132 per share. Gates has bought and sold shares of Walmart several times, but it is still currently the sixth-highest holding in the Bill Gates portfolio.
Read Walmart (WMT) – A Dividend Aristocrat.
7. Deere & Company
Deere & Company (DE) manufactures agricultural machinery, heavy equipment, forestry machinery, diesel engines, drivetrains such as axles, transmissions, gearboxes used in heavy equipment, and lawn care equipment. John Deere is the brand name.
In 2021, Deere & Company had a net income of $5.963 billion, a 116.76% increase from 2020. The current stock price is $343 per share. In 2019, Gates was the largest shareholder of Deere stock but had since transferred $850 million shares to his former wife, Melinda French Gates.
8. Coca-Cola FEMSA, S.A.B. de C.V.
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) is a multinational beverage company with headquarters in Mexico City. The company is the largest franchise bottler of Coca-Cola products in the world, with operations in much of Latin American, including Mexico, Brazil, Argentina Columbia, Central America Venezuela and Uruguay.
Coca-Cola FEMSA’s 2021 net income was $4.63 billion, an increase of 47.88% over 2020. Bill Gates also transferred millions in Coca-Cola stock to Melinda as part of the divorce settlement. The current stock price is around $59 per share. But he still owns about 11.8% of the stock, making home the largest single shareholder.
Read Coca-Cola (KO): Dividend Safety.
9. Microsoft
Bill Gates is, of course, the founder of Microsoft Corporation (MSFT), which manufactures and sells software and hardware to businesses and consumers. Some product offerings include operating systems for personal computers, servers, phones, server applications, productivity applications, business solution applications, desktop and server management tools, software development tools, video games, and online advertising.
Microsoft’s 2021 net income was $61.27 billion, a 38.37% increase from 2020. The current stock price is around $253.
Read Microsoft – (MSFT) ‘AAA’ Dividend Safety.
10. Crown Castle Incorporated
Crown Castle Incorporated (CCI) is real estate investment trust (REIT). The company owns more than 40,000 cell towers and 85,000+ miles of fiber. The REIT leases its towers to cell phone service providers like AT&T, Verizon, and T-Mobile.
Crown Castle’s 2021 net income was $6,340 million. Bill Gates’s ownership in Crown Castle is currently worth around $262 million. Their stock price is currently at around $169.
Complete List of Stocks in Bill Gates Portfolio
| Ticker | Name | Shares | Market Value ($) | Percent of Portfolio | Percent Ownership |
|---|---|---|---|---|---|
| BRK.B | Berkshire Hathaway | 28,686,679 | $ 10,123,816,000 | 51.22% | 2.2311% |
| WM | Waste Management | 18,663,672 | $ 2,953,437,000 | 14.94% | 4.4878% |
| CNI | Canadian National Railway | 13,066,169 | $ 1,753,000,000 | 8.87% | 1.9020% |
| CAT | Caterpillar | 7,353,614 | $ 1,638,532,000 | 8.29% | 1.3788% |
| ECL | Ecolab | 4,366,427 | $ 770,936,000 | 3.90% | 1.5286% |
| WMT | Walmart | 3,020,859 | $ 449,866,000 | 2.28% | 0.1102% |
| DE | John Deere | 899,655 | $ 373,771,000 | 1.89% | 0.2944% |
| KOF | Coca-Coal FEMSA | 6,214,719 | $ 341,499,000 | 1.73% | 11.8329% |
| MSFT | Microsoft | 944,620 | $ 291,236,000 | 1.47% | 0.0126% |
| CCI | Crown Castle International | 1,420,072 | $ 262,145,000 | 1.33% | 0.3279% |
| SDGR | Schrodinger | 6,981,664 | $ 238,214,000 | 1.21% | 11.2655% |
| UPS | United Parcel Service | 740,689 | $ 158,848,000 | 0.80% | 0.1009% |
| FDX | FedEx | 534,362 | $ 123,646,000 | 0.63% | 0.2062% |
| CPNG | Coupang | 5,714,285 | $ 101,209,000 | 0.51% | 0.3599% |
| SAFM | Sanderson Farms | 524,236 | $ 98,289,000 | 0.50% | 2.3487% |
| MSGS | Madison Square Garden Sports | 278,147 | $ 49,888,000 | 0.25% | 1.4121% |
| WEBR | Weber | 2,500,000 | $ 24,575,000 | 0.12% | 4.7304% |
| ONON | ON Holdings | 500,000 | $ 12,620,000 | 0.06% | 0.1806% |
Conclusion on Bill Gates Portfolio: 10 Stocks for Investors to Consider
Bill Gates’ portfolio has generated enormous wealth for the Bill & Melinda Gates foundation. Bill Gates is currently the fourth richest person in the world. Several of the stocks held in the portfolio are so far beating the S&P 500 Index this year. Investors should consider stocks in Bill Gates’ portfolio, as his business acumen combined with a skilled investment team appears to be working well.
Thanks for reading Bill Gates Stock Portfolio: 10 Stocks for Investors to Consider.
You can also read 25 Warren Buffett Quotes to Guide Your Investment Strategy by the same author.
Author Bio: Nadia Tahir is a freelance writer and content creator. She mostly writes in the areas of lifestyle and personal finance. She also enjoys writing on her blog about motherhood at This Mom is On Fire.
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Published at Tue, 06 Sep 2022 04:00:00 -0700
