Bill Gates - Gates Foundation Trust
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $31,665,505,891
Holdings Activity Buys Sells    History
Holding/activity history for  United Parcel Service (UPS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 0.16 SEC
2025   Q2 755,089 0.16 $100.94 $76,218,684 SEC
2025   Q1 755,089 0.20 $109.99 $83,052,239 SEC
2024   Q4 755,089 0.23 $126.10 $95,216,723 SEC
2024   Q3 755,089 0.23 $136.34 $102,948,834 SEC
2024   Q2 755,089 0.22 $136.85 $103,333,930 SEC
2024   Q1 755,089 0.24 $148.63 $112,228,878 SEC
2023   Q4 755,089 0.28 $157.23 $118,722,643 SEC
2023   Q3 755,089 0.30 Add 1.94% <0.01 $155.87 $117,695,722 SEC
2023   Q2 740,689 0.32 $179.25 $132,768,503 SEC
2023   Q1 740,689 0.39 $193.99 $143,686,259 SEC
2022   Q4 740,689 0.36 $173.84 $128,761,376 SEC
2022   Q3 740,689 0.35 $161.54 $119,651,000 SEC
2022   Q2 740,689 0.76 $182.54 $135,205,000 SEC
2022   Q1 740,689 0.80 Reduce 67.57% 1.45 $214.46 $158,848,000 SEC
2021   Q4 2,284,015 2.15 $214.34 $489,556,000 SEC
2021   Q3 2,284,015 1.79 Reduce 18.48% 0.45 $182.10 $415,919,000 SEC
2021   Q2 2,801,790 2.44 $207.97 $582,688,000 SEC
2021   Q1 2,801,790 2.27 Reduce 38.09% 1.30 $169.99 $476,276,000 SEC
2020   Q4 4,525,329 3.41 $168.40 $762,065,000 SEC
2020   Q3 4,525,329 3.42 $166.63 $754,056,000 SEC
2020   Q2 4,525,329 2.82 $111.18 $503,126,000 SEC
2020   Q1 4,525,329 2.44 $93.42 $422,756,000 SEC
2019   Q4 4,525,329 2.48 $117.06 $529,735,000 SEC
2019   Q3 4,525,329 2.55 $119.82 $542,225,000 SEC
2019   Q2 4,525,329 2.36 $103.27 $467,331,000 SEC
2019   Q1 4,525,329 2.42 $111.74 $505,660,000 SEC
2018   Q4 4,525,329 2.01 $97.53 $441,355,000 SEC
2018   Q3 4,525,329 2.05 $116.75 $528,332,000 SEC
2018   Q2 4,525,329 2.17 $106.23 $480,726,000 SEC
2018   Q1 4,525,329 1.94 $104.66 $473,621,000 SEC
2017   Q4 4,525,329 2.04 $119.15 $539,193,000 SEC
2017   Q3 4,525,329 2.11 $120.09 $543,447,000 SEC
2017   Q2 4,525,329 2.17 $110.59 $500,456,000 SEC
2017   Q1 4,525,329 2.57 $107.30 $485,568,000 SEC
2016   Q4 4,525,329 2.73 $114.64 $518,784,000 SEC
2016   Q3 4,525,329 2.68 $109.36 $494,890,000 SEC
2016   Q2 4,525,329 2.90 $107.72 $487,468,000 SEC
2016   Q1 4,525,329 2.78 $105.47 $477,286,000 SEC
2015   Q4 4,525,329 2.61 $96.23 $435,472,000 SEC
2015   Q3 4,525,329 2.59 $98.69 $446,605,000 SEC
2015   Q2 4,525,329 2.58 $96.91 $438,550,000 SEC
2015   Q1 4,525,329 2.35 $96.94 $438,685,000 SEC
2014   Q4 4,525,329 2.52 Buy 2.52 $111.17 $503,081,000 SEC
2003   Q4 0 0.00 Sell 100.00% 1.09 SEC
2003   Q3 500,000 1.09 $63.80 $31,900,000 SEC
2003   Q2 500,000 1.14 $63.70 $31,850,000 SEC
2003   Q1 500,000 1.14 $57.00 $28,500,000 SEC
2002   Q4 500,000 1.33 Buy 1.33 $63.08 $31,540,000 SEC