Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. <\/p>\n
Bill Gates and Melinda French Gates’ Gates Foundation Trust reshuffled its investment holdings in the second quarter of 2026, trimming its stake in Warren Buffett’s Berkshire Hathaway by more than $800 million while initiating a new position in Home Depot, signaling a shift toward consumer retail and logistics infrastructure. <\/p>\n
Trimming Berkshire Hathaway and Waste Management <\/p>\n
According to the trust’s second-quarter 13F regulatory disclosure, the foundation reduced its long-standing stake in Berkshire Hathaway by 14%. <\/p>\n
The trust offloaded 2.4 million shares, leaving it with 14.7 million shares. This divestment slashed the holding’s overall market value by $818.9 million\u2014dropping from $8.17 billion in the first quarter to $7.35 billion by June 30. <\/p>\n
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The trust also trimmed its position in Waste Management, selling 921,600 shares, a 3% reduction, and lowering its stake value by $396.4 million to $5.96 billion. <\/p>\n
Adding Home Depot and Logistics Stakes <\/p>\n
Reallocating capital into new opportunities, the foundation trust established two brand-new positions during the quarter. Most notably, the trust acquired 1,000,000 shares of Home Depot, establishing a position valued at $352.7 million. <\/p>\n
Additionally, it initiated a 1,192,181-share stake in FedEx Freight Holding Company Inc., worth $180 million. <\/p>\n
Following its complete liquidation of Microsoft Corp. in the first quarter of 2026, the Gates Foundation Trust saw its total portfolio value climb from $31.67 billion across 22 holdings to $34.42 billion across 24 holdings at the end of the second quarter. <\/p>\n
Trending: Avoid the #1 Investing Mistake: How Your ‘Safe’ Holdings Could Be Costing You Big Time<\/a> <\/p>\n Portfolio Adjustments: Q1 2026 vs. Q2 2026 <\/p>\n Company <\/p>\n Q1 2026 Shares <\/p>\n Q2 2026 Shares <\/p>\n Share Change <\/p>\n Q1 2026 Value ($000) <\/p>\n Q2 2026 Value ($000) <\/p>\n Value Change ($000) <\/p>\n Berkshire Hathaway <\/p>\n 17,048,304 <\/p>\n 14,689,844 <\/p>\n -2,358,460 (-14%) <\/p>\n $8,169,547 <\/p>\n $7,350,651 <\/p>\n -$818,896 (-10%) <\/p>\n Home Depot <\/p>\n 0 <\/p>\n 1,000,000 <\/p>\n +1,000,000 (NEW) <\/p>\n $0 <\/p>\n $352,680 <\/p>\n +$352,680 (NEW) <\/p>\n FedEx Freight Holding <\/p>\n 0 <\/p>\n 1,192,181 <\/p>\n +1,192,181 (NEW) <\/p>\n $0 <\/p>\n $180,019 <\/p>\n +$180,019 (NEW) <\/p>\n Waste Management <\/p>\n 27,642,344 <\/p>\n 26,720,744 <\/p>\n -921,600 (-3%) <\/p>\n $6,351,934 <\/p>\n $5,955,519 <\/p>\n -$396,415 (-6%) <\/p>\n See Also: Skip the Regrets: The Essential Retirement Tips Experts Wish Everyone Knew Earlier.<\/a> <\/p>\n How Has HD Performed In 2026? <\/p>\n Story Continues <\/p>\n HD shares fell 1.52% year-to-date, declined 15.35% over the last year, and 13.35% over the last six months. It closed 0.83% lower at $338.86 per share on Friday, and it was 0.32% lower in premarket trading on Monday. <\/p>\n Benzinga’s Edge Stock Rankings indicate that HD maintains a weak price trend in the long term but a strong trend in the short and medium terms, with a poor growth score. <\/p>\n Photo Courtesy: Alexandros Michailidis on Shutterstock <\/p>\n Read Next: Think you’re saving enough for your kids? You might be dangerously off \u2014 see why<\/a> <\/p>\n Building Wealth Across More Than Just the Market <\/p>\n Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That’s why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn’t tied to the fortunes of just one company or industry. <\/p>\n Arrived <\/p>\n Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100<\/a>. This allows everyday investors to diversify into real estate, collect rental income, and build long-term wealth without needing to manage properties directly. <\/p>\n Realberry <\/p>\n Institutional-quality real estate has traditionally been difficult for individual investors to access. Realberry gives accredited investors direct access to private real estate opportunities <\/a>backed by a team with 35 years of experience, $3.4 billion in assets under management, and $481 million in cumulative distributions paid to investors as of Q4 2025, according to the company. With a portfolio spanning 13 million square feet across seven U.S. states, Realberry focuses on acquiring, developing, and managing real estate with an emphasis on long-term value creation while its principals often invest alongside clients to help align interests. <\/p>\n FarmTogether <\/p>\n Farmland has historically held its value through market volatility and delivered returns uncorrelated to stocks and bonds. For accredited investors, FarmTogether offers direct access to high-quality U.S. farmland starting at $15,000<\/a> \u2014 fully managed, with no landlord headaches. <\/p>\n Fundrise <\/p>\n Private real estate and private credit can add income and stability to a stock-heavy portfolio. Fundrise offers access to diversified private real estate<\/a> and credit strategies through an easy-to-use platform, with professionally managed portfolios designed to generate passive income and long-term growth. <\/p>\n Mode Mobile <\/p>\n Mode Mobile is changing the way people interact with their phones by letting users earn money from the same apps and activities they already use every day.<\/a> Instead of platforms keeping all the advertising revenue, Mode Mobile shares a portion back with users who engage with content, play games, and scroll on their devices. Named one of Deloitte’s fastest-growing software companies in North America, the company has built a large beta user base and is scaling a model that turns everyday smartphone usage into a potential income stream.\u00a0 <\/p>\n EquityMultiple\u00a0 <\/p>\n For accredited investors looking beyond stocks and bonds, EquityMultiple provides access to vetted commercial real estate deals starting at $5,000<\/a>,<\/a> with only ~5% of opportunities passing their due diligence process. <\/p>\n \u00a9 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. <\/p>\n","protected":false},"excerpt":{"rendered":"Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. 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