Top 24 Rothschild & Co Wealth Management UK Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | 13.17% | 2.84M | $860.3M | -2.15%(-62.56K) | $104.87(+235.62%) | 2026-03-31 | |
| BKNG | BOOKING HOLDINGS INC | 11.08% | 171.9K | $723.8M | +20.11%(+28.78K) | $96.66(+90.95%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 10.76% | 1.47M | $702.8M | -0.72%(-10.58K) | $164.13(+209.37%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 10.34% | 1.35M | $675.8M | -2.17%(-29.94K) | $282.61(+90.86%) | 2026-03-31 | |
| DE | DEERE & CO | 10.29% | 1.19M | $672.6M | -0.85%(-10.24K) | $148.23(+319.12%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 8.74% | 1.34M | $571.0M | +26.37%(+280.09K) | $276.59(+59.04%) | 2026-03-31 | |
| MCO | MOODYS CORP | 7.4% | 1.11M | $483.8M | -0.74%(-8.32K) | $192.47(+154.86%) | 2026-03-31 | |
| CP | CANADIAN PACIFIC KANSAS CITY | 6.34% | 5.26M | $414.1M | -1.66%(-88.98K) | $77.94(+12.64%) | 2026-03-31 | |
| CMCSA | COMCAST CORP NEW | 5.05% | 11.49M | $330.0M | +0.62%(+70.77K) | $35.49(-32.98%) | 2026-03-31 | |
| TXN | TEXAS INSTRS INC | 3.98% | 1.34M | $260.2M | +1.52%(+20.11K) | $185.21(+58.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.12% | +33.55% |
| Top 20 Holdings Unweighted | +9.07% | +29.74% |
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