StockDriftsStockDriftsTop 24 Rothschild & CO Wealth Management UK LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | 11.96% | 2.82M | $857.2M | -0.69%(-19.55K) | $91.92(+244.23%) | 2026-09-30 | |
| MA | MASTERCARD INCORPORATED | 10.29% | 1.34M | $737.5M | -0.88%(-11.94K) | $282.61(+118.11%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 10.06% | 1.45M | $720.8M | -0.75%(-10.98K) | $164.13(+224.26%) | 2026-09-30 | |
| BKNG | BOOKING HOLDINGS INC | 9.7% | 4.27M | $694.9M | -0.57%(-24.65K) | $96.66(+68.23%) | 2026-09-30 | |
| DE | DEERE & CO | 9.28% | 990.0K | $664.9M | -14.91%(-173.46K) | $148.23(+322.99%) | 2026-09-30 | |
| LIN | LINDE PLC | 7.41% | 1.12M | $531.3M | new | $496.79(+1.34%) | 2026-09-30 | |
| SPGI | S&P GLOBAL INC | 7.3% | 1.33M | $523.5M | -0.53%(-7.12K) | $276.59(+54.68%) | 2026-09-30 | |
| MCO | MOODYS CORP | 6.96% | 1.10M | $498.7M | -0.61%(-6.69K) | $192.47(+150.05%) | 2026-09-30 | |
| CP | CANADIAN PACIFIC KANSAS CITY | 6.12% | 5.16M | $438.8M | -1.28%(-66.68K) | $77.94(+11.09%) | 2026-09-30 | |
| TXN | TEXAS INSTRS INC | 5.03% | 1.29M | $360.8M | -0.00%(-49) | $185.21(+49.10%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.39% | +30.89% | +4.34% | +23.68% |
| Top 20 Holdings Unweighted | +3.80% | +11.82% | +0.38% | +1.92% |
Rothschild & CO Wealth Management UK LTD reports $7.17B in US-listed equity holdings across 25 positions in its most recent 13F filing. Its largest disclosed positions are AXP (12.0%), MA (10.3%) and BRK.B (10.1%). The top 20 holdings account for 91.07% of reported assets. Its disclosed equity book has returned +30.89% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rothschild & CO Wealth Management UK LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1784260). View Rothschild & CO Wealth Management UK LTD’s 13F filings on SEC