Bill Gates' Bill & Melinda Gates Foundation Trust reopened a position in The Home Depot Inc (HD) in 2026 Q2, after 2.5 years out, according to the 13F-HR filed with the SEC on August 14, 2026. At quarter-end prices the stake was worth about $352.7M, or 1.02% of the reported portfolio. HD enters the book as the 10th largest of 24 stock positions.
What did the 2026 Q2 filing report for HD?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 1M |
| Reported value | $352.7M |
| Portfolio weight | 1.02% |
| Rank in portfolio | 10th of 24 |
| Sold out in | 2023 Q4 |
| Out for | 2.5 years |
How big is the returning HD position?
Bill Gates opened 2 stock positions in 2026 Q2; HD is the largest of them by weight. An average stock position in the Bill Gates portfolio is 4% of the reported value, so the new name starts below the fund's typical size.
Where does HD sit in the Bill Gates portfolio?
HD ranks 10th of 24 stock positions in the Bill Gates portfolio at 1.02%, below the fund's average stock position of 4%. The HD purchase was the 2nd largest of the quarter's 4 position changes by percent change to portfolio. The largest stock position is BRK-B at 21.35%. Next come CAT at 19.65% and CNI at 17.95%. The three largest stocks together are 58.96% of the book. Across the 2026 Q2 portfolio, Bill Gates reported 24 stock positions, with 2 opened and none closed. The total portfolio value is about $34.4B, up 9% from the prior quarter.
When did Bill Gates hold HD before?
Bill Gates held HD before. The fund first reported the name in the quarter ended September 30, 2023, sold out in 2023 Q4 and is back after 2.5 years out. The new stake is already larger than any weight the fund reported for the name before. Every reported trade is on the Bill Gates HD trade history page.
Did other funds buy or sell HD in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 4 hold HD. Of those, one opened it this quarter. One other tracked fund sold out of it. The largest buyers of HD this quarter were Stephen Mandel, Ole Andreas Halvorsen and Parnassus Endeavor Fund. The largest sellers were Terry Smith and Eric H. Schoenstein. Every tracked holder of HD is on the HD ownership page.
FAQ
How many HD shares does Bill Gates hold?
Bill Gates holds 1M shares of HD as of June 30, 2026, worth about $352.7M.
What is HD's weight in the Bill Gates portfolio?
HD is 1.02% of the Bill Gates portfolio and ranks 10th of 24 stocks by weight.
Has Bill Gates owned HD before?
Yes. Bill Gates held HD before. The fund first reported the name in the quarter ended September 30, 2023, sold out in 2023 Q4 and is back after 2.5 years out.
How many other tracked funds hold HD?
4 other tracked funds that had filed for 2026 Q2 hold HD. One of them opened it this quarter.