Bill Gates Foundation Trust's Top Holdings: Microsoft, Berkshire Hathaway, Waste Management, and Canadian National Railway
ICARO Media Group
In his pursuit of philanthropy, billionaire investor Bill Gates relies on the dividend payments from his top holdings to fund his charitable causes through the Bill & Melinda Gates Foundation Trust. While Gates has stakes in more than two dozen companies, just four investments make up the majority of his holdings.
Topping the list of Gates' holdings is Microsoft, the company he co-founded and led as CEO for 25 years. The Gates Foundation holds over 38.2 million shares of Microsoft stock, valued at $15.45 billion. Under the leadership of CEO Satya Nadella, Microsoft's strategic shift towards the cloud and focus on artificial intelligence has set the company up for future success. Microsoft Azure, its cloud infrastructure service, experienced impressive growth and generated significant revenue in the last quarter.
Berkshire Hathaway, the conglomerate led by renowned investor Warren Buffett, is another significant holding in the Gates Foundation Trust's portfolio. Buffett has pledged to donate his Berkshire Hathaway stock and the rest of his wealth to charitable causes over time. Currently, the trust holds 19.9 million shares of Berkshire Hathaway stock, worth nearly $7.96 billion. The conglomerate's diverse set of holdings, including insurance companies like GEICO and General Re, have performed exceptionally well, contributing to its robust financial performance.
Waste Management, a low-profile but essential business in waste collection and recycling services, is also among Gates' top holdings. The trust owns approximately 35.2 million shares of Waste Management stock, valued at over $7.23 billion. The company's recurring revenue model and commitment to innovation, such as generating electricity from landfill gases, make it an attractive investment. Moreover, Waste Management has a solid track record of increasing dividends for 15 consecutive years.
Canadian National Railway completes the list of Gates' major holdings. Warren Buffett's long-standing affinity for railroads has likely influenced Gates, and the trust holds 54.8 million shares of Canadian National Railway, valued at nearly $6.97 billion. Railroads play a crucial role in supporting a robust economy while reducing greenhouse gas emissions compared to other transportation methods.
The regular inflows from Gates' wealth, combined with dividend payments and outflows to charitable ventures, result in the trust's stock holdings and amounts changing regularly. As Gates continues to donate chunks of his stock holdings to the trust, these dividend payments play a vital role in advancing charitable initiatives.
The article showcases how Gates strategically manages his holdings to support philanthropic goals. Microsoft's growth and long-standing dividend stability, Berkshire Hathaway's diverse portfolio, Waste Management's reliability and commitment to sustainability, and Canadian National Railway's contribution to the economy make them solid investments for Gates' charitable endeavors.