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The Bill & Melinda Gates Foundation (BMGF), a U.S.-based private foundation, boasts an impressive financial endowment of roughly $69 billion. Established by Microsoft co-founder Bill Gates and his former spouse, Melinda French Gates, the foundation had received donations from the duo amounting to about $36 billion as of 2018, as stated in its FAQ.

Remarkably, the foundation’s investments in the stock market stand at a staggering $42 billion, as revealed by the anonymous Dividendology account (@dividendology, 22,200 followers) on X (previously known as Twitter). A substantial 90.55% of this sum is committed to these six major companies:

  • Microsoft Corp. (NASDAQ: MSFT): 31.79% of the $42 billion, totaling $13.37 billion.
  • Berkshire Hathaway Inc. (NYSE: BRK.B): 20.38%, equivalent to $8.57 billion.
  • Canadian National Railway Company (NYSE: CNI): 15.78%, amounting to $6.64 billion.
  • Waste Management Inc. (NYSE: WM): 14.53%, which is $6.11 billion.
  • Caterpillar Inc. (NYSE: CAT): 4.30%, or $1.81 billion.
  • Deere & Company (NYSE: DE): 3.77%, totaling $1.59 billion.

In addition to these, the foundation’s portfolio encompasses 17 other stocks, bringing the count to 23 different companies. Among these, Ecolab Inc (NYSE: ECL), The Coca-Cola Company (NYSE: KOF), and Walmart (NYSE: WMT) each have an allocation surpassing 1% from the foundation’s investments.

Microsoft Stock Trends

In terms of stock performance, the Bill & Melinda Gates Foundation’s substantial holding of 39.26 million shares in Microsoft saw a recent appreciation of 1.92% within the past week, standing at a trading price of $321.8 per share at the point of reporting.

However, it’s noteworthy that over the last month and the past quarter, Microsoft Corp’s stock has witnessed declines. There were respective drops of 2.18% and 5.12% during these periods.