StockDriftsStockDriftsTop 24 Rothschild & Co Wealth Management UK Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | 13.86% | 2.84M | $960.0M | -0.21%(-5.94K) | $91.92(+269.68%) | 2026-06-30 | |
| BKNG | BOOKING HOLDINGS INC | 11.04% | 4.29M | $764.7M | -0.16%(-7.08K) | $96.66(+119.40%) | 2026-06-30 | |
| DE | DEERE & CO | 10.65% | 1.16M | $738.0M | -2.56%(-30.51K) | $148.23(+309.41%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 10.53% | 1.46M | $729.8M | -0.55%(-8.04K) | $164.13(+205.44%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 10% | 1.35M | $693.0M | -0.25%(-3.33K) | $282.61(+100.57%) | 2026-06-30 | |
| SPGI | S&P GLOBAL INC | 7.84% | 1.33M | $543.4M | -0.61%(-8.23K) | $276.59(+50.28%) | 2026-06-30 | |
| MCO | MOODYS CORP | 7.22% | 1.10M | $500.4M | -0.36%(-4.00K) | $192.47(+151.97%) | 2026-06-30 | |
| CP | CANADIAN PACIFIC KANSAS CITY | 6.53% | 5.22M | $452.6M | -0.78%(-40.84K) | $77.94(+21.10%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 5.54% | 1.29M | $384.0M | -3.87%(-51.87K) | $185.21(+53.13%) | 2026-06-30 | |
| CMCSA | COMCAST CORP NEW | 4.01% | 11.30M | $277.5M | -1.66%(-191.12K) | $35.49(-26.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.31% | +30.61% | +4.70% | +25.79% |
| Top 20 Holdings Unweighted | +5.34% | +16.88% | +2.19% | +11.46% |
Rothschild & Co Wealth Management UK Ltd reports $6.93B in US-listed equity holdings across 25 positions in its most recent 13F filing. Its largest disclosed positions are AXP (13.9%), BKNG (11.0%) and DE (10.7%). The top 20 holdings account for 90.65% of reported assets. Its disclosed equity book has returned +30.61% on a three-year cumulative basis. Figures reflect the Q2 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