Institutional Fund
Rothschild & Co Wealth Management Uk Ltd
London, United KingdomCIK 17842605 filings on record
Portfolio Value
$6.53B
Q1 2026
Holdings
25
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+2.8%
from $6.36B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- American Express Co13.2%
- Booking Holdings Inc11.1%
- Berkshire Hathaway Inc Del10.8%
- Mastercard Incorporated10.3%
- Deere & Co10.3%
- S&P Global Inc8.7%
- Other35.6%
Portfolio Holdings
25 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Express Co | 2.84M | $860.30M | 13.2% | −62.6K | Reduced |
| 2 | Booking Holdings Inc | 171.9K | $723.75M | 11.1% | +28.8K | Added |
| 3 | Berkshire Hathaway Inc Del | 1.47M | $702.77M | 10.8% | −10.6K | Reduced |
| 4 | Mastercard Incorporated | 1.35M | $675.84M | 10.3% | −29.9K | Reduced |
| 5 | Deere & Co | 1.19M | $672.58M | 10.3% | −10.2K | Reduced |
| 6 | S&P Global Inc | 1.34M | $570.99M | 8.7% | +280.1K | Added |
| 7 | Sunbelt Rentals Holdings Inc | 8.51M | $534.40M | 8.2% | +8.51M | New |
| 8 | Moodys Corp | 1.11M | $483.77M | 7.4% | −8.3K | Reduced |
| 9 | Canadian Pacific Kansas City | 5.26M | $414.08M | 6.3% | −89.0K | Reduced |
| 10 | Comcast Corp New | 11.49M | $329.98M | 5.1% | +70.8K | Added |
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