The Bill & Melinda Gates Foundation Trust in 2024’s fourth quarter reduced its stake in some major companies and added multinational fast-food chain company McDonald’s to its portfolio. The big companies from which the Bill & Melinda Gates Foundation Trust reduced its stake include Berkshire Hathaway and Microsoft. In 2006 the trustees of the renowned foundation made a two-entity structure in order to differentiate between its asset management and programmatic work. The adopted structure included both – the foundation that provides funds to grantees and the other part which looks after the endowment and finances.

The foundation’s 13F filing for 2024’s fourth quarter with the American Securities and Exchange Commission revealed the information.
Fourth Quarter’s Major Adjustments
In the fourth quarter of 2024 the Bill & Melinda Gates Foundation Trust made some major adjustments in its portfolio that has 24 stocks valued at USD 42.02 billion (approx Rs 3641001485000). Making the major change the trust reduced its stake in Microsoft. After the reduction Microsoft makes up 28.55 percent of its portfolio with a value at USD 11.99 billion.
Decreasing Stake In Microsoft
Notably Gates has been decreasing his stake in Microsoft each quarter since the fourth quarter of 2023. Additionally the trust has notably lowered its investment in its second-largest holding Berkshire Hathaway which is the investment firm led by billionaire Warren Buffett.

In addition the trust sold their stake in United Auto Credit Corporation and CarStory’s parent company Vroom.

Now the trust has added McDonald’s to its portfolio.

It is worth noting that the Bill & Melinda Gates Foundation Trust has major investments in companies such as Walmart Coca-Cola and FedEx.

The foundation employs a diverse investment strategy holding substantial interests across multiple sectors such as technology industrials consumer goods and transportation. While it has reduced its investments in certain prominent stocks the foundation appears to be concentrating its resources on a limited number of top-performing companies.

Additionally the trust is diversifying its portfolio by adding smaller potentially high-growth opportunities.

The continuous adjustment of the portfolio showcases the foundations dedication to aligning its investments with larger goals and responding to changing market.