In this article, we will discuss the 10 Best Long-Term Stocks to Invest In According to Bill & Melinda Gates Foundation Trust.
Expect stocks to rise into year-end, despite the ongoing rotation from all-time highs. It is a sentiment echoed by Morgan Stanley’s chief US equity strategist, Mike Wilson, who insists the current market volatility is part of an ongoing rotation among cyclical and commodity sectors.
JPMorgan strategists, on their part, are downplaying the recent volatility, insisting investors are scared of interest rates that probably aren’t coming. However, the strategists fear that it is creating opportunities in exciting corners of the market.
Meanwhile, JPMorgan CEO Jamie Dimon has downplayed growing concerns that the market is overpriced after three years of blockbuster gains. While recent data from Goldman Sachs indicates that US equity exuberance has reached the 86th percentile of historical levels, it has yet to reach extreme speculative peaks.
“I do think the market is exuberant,” Dimon said. “I’ve seen this before. Of course, exuberance can go on for a long time, and it’s not bad.” “But there is also hype in some of this stuff,” he said. “Credit spreads are very low. So I look at all that as actually a risk.”
Amid growing concerns about the market’s likely direction in the second half of the year, focus is slowly turning to stocks capable of shrugging off near-term volatility. Bill Gates has reiterated plans to spend more than $200 billion on philanthropy between now and 2045. Consequently, his investment portfolio at the Bill & Melinda Gates Foundation Trust consists of plays poised to generate long-term value.
With that in mind, let’s take a look at some of the best long-term stocks to invest in according to the Bill & Melinda Gates Foundation Trust.
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Our Methodology
To identify the 10 best long-term stocks to invest in according to Bill & Melinda Gates Foundation Trust, we analyzed the hedge fund’s Q1 2026 13F portfolio. From the full list of 22 stock holdings, we focused on companies that have been part of the hedge fund’s portfolio for at least five consecutive years. We then reviewed hedge fund sentiment around these stocks using Insider Monkey’s database, which tracks the number of hedge funds holding each security. Finally, the stocks were ranked in ascending order based on the value of the Bill & Melinda Gates Foundation Trust’s stake in each company.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research shows we can outperform the market by imitating the top stock picks of the best hedge funds. Insider Monkey’s quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).
Best Long-Term Stocks to Invest In According to Bill & Melinda Gates Foundation Trust
10. Schrodinger Inc (NASDAQ:SDGR)
Bill & Melinda Gates Foundation Trust’s Investment Stake: $79.3 Million
Bill & Melinda Gates Foundation Trust’s First Major Purchase: Q1 2020
Number of Hedge Fund Holders: 31
Schrodinger Inc (NASDAQ:SDGR) is one of the best long-term stocks to invest in according to Bill & Melinda Gates Foundation Trust. The stock is backed by 31 hedge funds. Schrodinger shares are up around 13% over the past month, and analysts see more upside in the stock.
On June 9, Schrodinger Inc (NASDAQ:SDGR) announced it had finalized a transition, separation, and release of claims agreement with Mannix Aklian, its former Chief Commercial Officer and Global Head of Software Sales and Marketing.
Schrodinger Inc is transitioning its platform to a hosted software licensing model, and the management has said good progress is being made on this front. In its Q1 2026 results, released on May 5, Schrodinger reported a 12% YoY increase in annual contract value (ACV) to $28.4 million. The company said the growth in contract value in that quarter was driven by new deployments and usage scale-ups.
Software revenue was down 21% as the transition to hosted software licensing accelerated. Drug discovery revenue more than doubled to $22.9 million due to continued progress in Schrodinger’s collaboration portfolio.
Looking ahead, the company anticipates Q2 2026 ACV in the range of $19 million to $23 million. For the full-year 2026, it expects ACV in the band of $218 million to $228 million, reflecting a growth of 10% to 15%. Schrodinger anticipates drug discovery revenue between $55 million and $65 million in 2026. The company said that Lilly’s planned acquisition of Ajax Therapeutics validates the strength of its platform.
Schrodinger Inc (NASDAQ:SDGR) provides software tools used in drug discovery and material science. These tools help pharmaceutical, biotech, chemicals, and energy companies to simulate and model the behavior of molecules. Schrodinger’s solutions help accelerate the design and development of new drugs and materials.
9. Coupang Inc (NYSE:CPNG)
Bill & Melinda Gates Foundation Trust’s Investment Stake: $174.6 Million
Bill & Melinda Gates Foundation Trust’s First Major Purchase: Q1 2021
Number of Hedge Fund Holders: 86
Coupang Inc (NYSE:CPNG) is one of the best long-term stocks to invest in according to Bill & Melinda Gates Foundation Trust. Analysts see the stock soaring more than 54% over the next 12 months. 86 hedge funds have positions in Coupang stock.
Coupang Inc (NYSE:CPNG) intends to dispute the nearly $410 million fine that the Korean privacy regulator slapped on it over data breaches, according to SEC filings on June 10. The regulator said the company failed to prevent a leak of customer data and separately harvested customer data without their consent.
Coupang says in the filing that it will vigorously pursue judicial review of the penalties. But the company will have to pay the fine even as it prepares to appeal the decision. It will recognize the fine in Q2 2026 under operating, general, and administrative expenses.
About $278 million of the fine is tied to the data leak incident, and $132 million is tied to authorized data collection for marketing purposes. The combined fine equates to roughly 1.4% of Coupang’s $34.5 billion revenue in 2025. The company made an operating profit of $473 million that year.
Coupang Inc (NYSE:CPNG), fondly referred to as the Amazon of Asia, operates an online retail platform that sells a wide variety of consumer items. It also offers cloud services, video streaming services, and fresh grocery and restaurant meal deliveries. Coupang is focused on the Asian markets, with South Korea being its top revenue market.
8. Coca-Cola Femsa (NYSE:KOF)
Bill & Melinda Gates Foundation Trust’s Investment Stake: $606.2 Million
Bill & Melinda Gates Foundation Trust’s First Major Purchase: Q3 2012
Number of Hedge Fund Holders: 11
Coca-Cola Femsa (NYSE:KOF) is one of the best long-term stocks to invest in according to Bill & Melinda Gates Foundation Trust. The stock is up roughly 15% year-to-date and still has upside potential.
On June 13, Coca-Cola Femsa (NYSE:KOF) announced a board change. Mrs. Jennifer K. Mann resigned as director representing Series D shareholders, according to a recent SEC filing. To fill the vacancy, Mrs. Sedef Salingan Sahin has been appointed as the new Series D director. The Coca-Cola Company indirectly participates in Coca-Cola FEMSA through these shares.
Coca-Cola Femsa faced difficult market conditions in Mexico in Q1 2026 that led to results missing Street expectations. According to the company’s Q1 report, revenue increased 1.1% YoY to 70.9 billion Mexican pesos but still missed the 71.2 billion pesos that analysts expected. EPS of 0.26 peso came slightly below the forecast.
According to the company’s management, the Mexican business was affected by an increase in excise tax and soft consumer demand. The management says it is prepared to deal with this challenge and expects to come out of it stronger in terms of competitive position.
Working together with the Coca-Cola Company, one of its top shareholders, Coca-Cola Femsa has designed a financial and commercial strategy to turn around its fortunes in Mexico. To set the foundation for long-term growth in Mexico, Coca-Cola Femsa is leveraging the breadth of its product portfolio, the scale of its operations, and the consistency of its execution to win in the market.
Mexico-based Coca-Cola Femsa (NYSE:KOF) is a multinational beverage company. It produces a diverse portfolio of drinks under Coca-Cola brands. It is the largest Coca-Cola franchise bottler in the world by volume, operating dozens of bottling plants and selling to millions of customers across Latin American countries.
7. FedEx Corp (NYSE:FDX)
Bill & Melinda Gates Foundation Trust’s Investment Stake: $849.3 Million
Bill & Melinda Gates Foundation Trust’s First Major Purchase: Q3 2012
Number of Hedge Fund Holders: 86
FedEx Corp (NYSE:FDX) is one of the best long-term stocks to invest in according to Bill & Melinda Gates Foundation Trust. The stock has gained more than 43% year-to-date and returned more than 86% over the past year.
On June 9, FedEx Corp (NYSE:FDX) announced a 5% increase in its annual dividend rate, following adjustments tied to the spin-off of FedEx Freight. The new annualized dividend of $4.88 applies from June through December 2026, with a quarterly cash dividend of $1.22 per share payable July 7. This decision underscores FedEx’s commitment to returning capital to shareholders, even as its corporate structure evolves.
The dividend hike comes as FedEx shares have surged over the past year, though analysts caution the stock trades above fair value. Interim CFO Claude F. Russ emphasized that the increase, alongside the Freight spin-off, reflects a disciplined capital allocation strategy aimed at long-term stockholder value creation.
Meanwhile, FedEx completed the separation of FedEx Freight Holding Company, now trading independently on the NYSE. Shareholders received one Freight share for every two FedEx shares held. In addition, FedEx appointed Mark A. Edmunds, former Deloitte vice chairman, to its board, signaling fresh leadership as the company navigates this pivotal transition. These moves highlight FedEx’s dual focus: rewarding investors while reshaping its business for future growth.
FedEx Corp (NYSE:FDX) is a global logistics and transportation provider. It ships freight, packages, and documents through an extensive air and ground network that connects more than 200 countries. FedEx also offers e-commerce and business services.
6. Walmart Inc (NASDAQ:WMT)
Bill & Melinda Gates Foundation Trust’s Investment Stake: $1.0 Billion
Bill & Melinda Gates Foundation Trust’s First Major Purchase: Q3 2012
Number of Hedge Fund Holders: 99
Walmart Inc (NASDAQ:WMT) is one of the best long-term stocks to invest in according to Bill & Melinda Gates Foundation Trust. The stock has gained more than 27% over the past year, and the Street continues to see upside potential in it. Walmart stock is backed by 99 elite hedge funds.
On June 8, Bernstein reaffirmed its Outperform rating on Walmart Inc (NASDAQ:WMT) stock with a price target of $145. The firm made this call following Walmart’s annual associates and shareholders week meeting that took place in the first week of June. Walmart shareholders approved all board proposals during the meeting.
The retailer used the event to highlight initiatives aimed at driving long-term growth and returns to shareholders. The management said the retailer is investing to enhance value and convenience for customers and to support associates. The management also mentioned strengthening the retailer’s competitive position and driving market share gains. Bernstein praised these efforts, noting that they present the right long-term strategy.
Walmart Inc (NASDAQ:WMT) is an American multinational retailer. It operates hypermarkets, department stores, grocery stores, pharmacies, and gas stations. It serves customers through physical stores as well as digital channels, including mobile apps. The company operates stores under the namesake Walmart and Sam’s Club brands.
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