Loring Wolcott & Coolidge Fiduciary Advisors LLP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 17, 2024), Loring Wolcott & Coolidge Fiduciary Advisors LLP reported 550 stock positions worth $10.9 billion. Its top holding was Microsoft (MSFT) at 7.8% of the portfolio, followed by Mastercard Class A (MA, 6.1%) and Intuit (INTU, 5.8%). Compared with Q1 2024, it opened 28 new positions, sold out of 41, added to 97 and reduced 164. The biggest buy was Nvidia (NVDA, shares +2%) and the biggest sale Mastercard Class A (MA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000932974
- Portfolio Value
- $10.9B (Q2 2024)
- SEC Filing
- 0000932974-24-000003 ↗ filed Jul 17, 2024
Holdings Value
Holdings 550 stocks · $10.9B
| MSFT Microsoft Corp. | 7.83% | 1,892,162 | $850.6M | Reduce -1.4% |
| MA Mastercard Inc. Class A | 6.06% | 1,484,918 | $658.6M | Reduce -1.5% |
| INTU Intuit Inc. | 5.75% | 937,943 | $624.8M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 5.07% | 2,992,481 | $550.4M | Add +0.0% |
| FISV Fiserv Inc. | 4.20% | 2,904,465 | $456.4M | Reduce -0.2% |
| DHR Danaher Corp. | 3.89% | 1,675,945 | $422.6M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 3.74% | 2,102,592 | $405.8M | Add +0.8% |
| SYK Stryker Corp. | 3.69% | 1,201,717 | $400.7M | Reduce -1.3% |
| AAPL Apple Inc. | 3.29% | 1,522,919 | $357.6M | Reduce -2.4% |
| ADBE Adobe Inc. | 3.01% | 577,685 | $327.3M | Add +0.8% |
| AMT American Tower Corp. | 2.79% | 1,443,155 | $303.3M | Reduce -1.2% |
| TMO Thermo Fisher Scientific Inc. | 2.70% | 528,421 | $293.5M | Add +0.2% |
| NXPI NXP Semiconductors NV | 2.61% | 975,965 | $283.8M | Reduce -2.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.58% | 2,434,217 | $280.0M | Reduce -1.1% |
| NOW ServiceNow Inc. | 2.13% | 303,952 | $231.2M | Add +1.1% |
| COST Costco Wholesale Corp. | 1.96% | 250,213 | $212.9M | Reduce -1.6% |
| EOG EOG Resources Inc. | 1.79% | 1,480,350 | $194.7M | Reduce -0.8% |
| CNI Canadian Natl Railway Co. | 1.67% | 1,469,605 | $181.7M | Reduce -0.1% |
| ABT Abbott Laboratories | 1.65% | 1,742,948 | $179.0M | Reduce -0.2% |
| WEX Wex Inc. | 1.60% | 914,250 | $173.6M | Add +5.6% |
| PAYC Paycom Software Inc. | 1.59% | 1,069,104 | $172.2M | Add +9.4% |
| ADP Automatic Data Processing | 1.48% | 655,168 | $161.1M | Reduce -0.5% |
| V Visa Inc. Class A | 1.45% | 585,626 | $157.7M | Reduce -1.1% |
| NVDA Nvidia Corp. | 1.45% | 1,247,517 | $157.6M | Add +1.9% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.27% | 1,367,148 | $138.0M | Reduce -2.1% |
| ROP Roper Technologies Inc. | 1.26% | 240,633 | $136.5M | Add +1.0% |
| CHD Church & Dwight Co. Inc. | 1.25% | 1,328,181 | $135.9M | Reduce -2.5% |
| CRM Salesforce Inc. | 1.06% | 449,843 | $115.2M | Reduce -1.1% |
| REGN Regeneron Pharmaceuticals | 1.05% | 103,680 | $113.5M | Add +18.8% |
| META Meta Platforms Inc. Class A | 1.01% | 222,860 | $109.2M | Reduce -0.2% |
| PH Parker Hannifin Corp. | 1.00% | 191,855 | $109.1M | Add +0.2% |
| HD Home Depot Inc. | 0.85% | 249,542 | $92.1M | Reduce -0.4% |
| LOW Lowe's Cos Inc. | 0.78% | 351,534 | $84.7M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.74% | 183,113 | $80.4M | Add +1.3% |
| PG The Procter & Gamble Co. | 0.66% | 429,970 | $71.8M | Reduce -0.3% |
| IDXX Idexx Laboratories Inc. | 0.64% | 139,207 | $69.5M | Reduce -0.8% |
| VEEV Veeva Systems Inc. Class A | 0.63% | 368,142 | $68.9M | Add +55.5% |
| SBUX Starbucks Corp. | 0.63% | 906,172 | $68.4M | Reduce -2.0% |
| NKE Nike Inc. Class B | 0.59% | 882,654 | $64.3M | Reduce -0.3% |
| UNP Union Pacific Corp. | 0.56% | 252,400 | $61.3M | Reduce -0.4% |
| BR Broadridge Financial Solutio | 0.53% | 274,298 | $57.5M | Reduce -0.3% |
| ORLY O'reilly Automotive Inc. | 0.51% | 53,526 | $55.9M | Reduce -0.4% |
| ALGN Align Technology Inc. | 0.51% | 224,628 | $55.6M | Reduce -4.3% |
| PM Philip Morris International | 0.49% | 506,407 | $53.7M | Reduce -1.8% |
| MRK Merck & Co. Inc. | 0.48% | 418,975 | $52.6M | Reduce -0.7% |
| QCOM Qualcomm Inc. | 0.48% | 249,871 | $52.4M | Reduce -0.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.47% | 48,142 | $51.4M | Add +0.7% |
| VLTO Veralto Corp. | 0.47% | 515,298 | $51.1M | Reduce -5.6% |
| XOM Exxon Mobil Corp. | 0.42% | 397,169 | $46.1M | Add +0.2% |
| JNJ Johnson & Johnson | 0.41% | 298,088 | $45.0M | Reduce -3.0% |
| ADI Analog Devices Inc. | 0.41% | 183,490 | $44.6M | Add +0.4% |
| SNPS Synopsys Inc. | 0.38% | 66,798 | $40.9M | Add +6961.1% |
| PEP Pepsico Inc. | 0.37% | 243,488 | $40.1M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 0.33% | 192,849 | $35.8M | Reduce -1.0% |
| ACN Accenture PLC Class A | 0.31% | 103,725 | $33.7M | Reduce -1.8% |
| MCD McDonald's Corp. | 0.28% | 120,015 | $30.9M | Add +0.3% |
| CBT Cabot Corp. | 0.26% | 286,506 | $28.6M | Reduce -0.6% |
| ROST Ross Stores Inc. | 0.20% | 148,986 | $22.2M | Reduce -0.4% |
| AMGN Amgen Inc. | 0.20% | 65,978 | $22.0M | Reduce -4.1% |
| FDS Factset Research Systems Inc. | 0.19% | 45,949 | $20.3M | Add +3.1% |
| HDB HDFC Bank Ltd.-ADR | 0.17% | 301,035 | $18.3M | Reduce -23.3% |
| WSO Watsco Inc. | 0.17% | 34,761 | $18.1M | Reduce -1.1% |
| MSCI MSCI Inc. | 0.16% | 33,825 | $17.2M | Reduce -0.2% |
| PYPL PayPal Holdings Inc. | 0.13% | 234,062 | $14.5M | Reduce -23.9% |
| ECL Ecolab Inc. | 0.13% | 55,805 | $13.7M | Reduce -2.6% |
| CVX Chevron Corp. | 0.10% | 72,000 | $11.4M | Reduce -7.9% |
| JPM JPMorgan Chase & Co. | 0.10% | 51,353 | $11.0M | Add +5.4% |
| ABBV Abbvie Inc. | 0.09% | 60,013 | $10.2M | Add +2.8% |
| ITW Illinois Tool Works | 0.09% | 37,402 | $9.5M | Reduce -0.8% |
| EW Edwards Lifesciences Corp. | 0.09% | 105,844 | $9.3M | Reduce -20.6% |
| RTX RTX Corp. | 0.08% | 87,332 | $9.1M | Reduce -2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 15,472 | $8.7M | Add +12.1% |
| HASI Ha Sustainable Infrastructur filed as HANNON ARMSTRONG SUST INFR C | 0.08% | 249,568 | $8.2M | Add +1.0% |
| KO The Coca-Cola Co. | 0.07% | 119,840 | $7.7M | Add +3.2% |
| ROK Rockwell Automation Inc. | 0.07% | 25,645 | $7.5M | Add +4.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 26,005 | $7.3M | Reduce -3.6% |
| LLY Eli Lilly & Co. | 0.06% | 7,421 | $7.0M | Add +2.3% |
| CL Colgate-Palmolive Co. | 0.06% | 71,614 | $7.0M | Reduce -0.9% |
| COP Conocophillips | 0.06% | 58,382 | $6.7M | Reduce -5.6% |
| WMT Walmart Inc. | 0.06% | 91,038 | $6.4M | Add +9.6% |
| APD Air Products & Chemicals Inc. | 0.06% | 23,255 | $6.2M | Reduce -1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 62,450 | $6.1M | Reduce -37.9% |
| ZTS Zoetis Inc. | 0.05% | 32,511 | $5.9M | Add +2.9% |
| CTAS Cintas Corp. | 0.05% | 8,184 | $5.9M | Reduce -8.8% |
| HON Honeywell International Inc. | 0.05% | 22,477 | $4.9M | Reduce -5.7% |
| NSC Norfolk Southern Corp. | 0.04% | 19,784 | $4.6M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.04% | 32,805 | $4.6M | Add +61.6% |
| TSLA Tesla Inc. | 0.04% | 17,448 | $4.5M | Reduce -4.6% |
| DE Deere & Co. | 0.04% | 11,661 | $4.4M | Add +1.4% |
| NEE Nextera Energy Inc. | 0.04% | 56,870 | $4.1M | Reduce -0.6% |
| ISRG Intuitive Surgical Inc. | 0.04% | 8,921 | $3.9M | Add +0.1% |
| PAYX Paychex Inc. | 0.04% | 30,952 | $3.8M | Reduce -1.4% |
| SEM Select Medical Holdings Corp. | 0.03% | 98,361 | $3.8M | No change |
| AVGO Broadcom Inc. | 0.03% | 22,000 | $3.7M | Add +931.4% |
| UHS Universal Health Services-B | 0.03% | 19,953 | $3.7M | No change |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.03% | 19,989 | $3.4M | Reduce -10.6% |
| IWF iShares Russell 1000 Growth | 0.03% | 8,972 | $3.4M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.03% | 5 | $3.3M | No change |
| CSCO Cisco Systems Inc. | 0.03% | 65,563 | $3.1M | Reduce -2.9% |
| PFE Pfizer Inc. | 0.03% | 104,897 | $3.1M | Add +43.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $516 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 · principal | 1,285 | $516 | Add +13.2% |
Total filed on the 13F, all lines: $10.9B.
Portfolio Sells Q1 2024 → Q2 2024
| MA Mastercard Inc. Class A | Reduce -1.5% | 6.06% | −0.78 |
| SYK Stryker Corp. | Reduce -1.3% | 3.69% | −0.27 |
| NKE Nike Inc. Class B | Reduce -0.3% | 0.59% | −0.24 |
| CNI Canadian Natl Railway Co. | Reduce -0.1% | 1.67% | −0.22 |
| ABT Abbott Laboratories | Reduce -0.2% | 1.65% | −0.21 |
| EOG EOG Resources Inc. | Reduce -0.8% | 1.79% | −0.19 |
| ALGN Align Technology Inc. | Reduce -4.3% | 0.51% | −0.19 |
| CHD Church & Dwight Co. Inc. | Reduce -2.5% | 1.25% | −0.18 |
| SBUX Starbucks Corp. | Reduce -2.0% | 0.63% | −0.18 |
| CRM Salesforce Inc. | Reduce -1.1% | 1.06% | −0.18 |
| V Visa Inc. Class A | Reduce -1.1% | 1.45% | −0.15 |
| ADP Automatic Data Processing | Reduce -0.5% | 1.48% | −0.13 |
| FISV Fiserv Inc. | Reduce -0.2% | 4.20% | −0.10 |
| ORLY O'reilly Automotive Inc. | Reduce -0.4% | 0.51% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -0.2% | 1.01% | −0.06 |
| PYPL PayPal Holdings Inc. | Reduce -23.9% | 0.13% | −0.06 |
| PEP Pepsico Inc. | Reduce -0.4% | 0.37% | −0.06 |
| HDB HDFC Bank Ltd.-ADR | Reduce -23.3% | 0.17% | −0.06 |
| DIS The Walt Disney Co. | Reduce -37.9% | 0.06% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -0.7% | 0.48% | −0.05 |
| DHR Danaher Corp. | Reduce -0.1% | 3.89% | −0.05 |
| JNJ Johnson & Johnson | Reduce -3.0% | 0.41% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -0.3% | 0.78% | −0.03 |
| EW Edwards Lifesciences Corp. | Reduce -20.6% | 0.09% | −0.03 |
| IDXX Idexx Laboratories Inc. | Reduce -0.8% | 0.64% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.66% | −0.03 |
| UNP Union Pacific Corp. | Reduce -0.4% | 0.56% | −0.03 |
| VLTO Veralto Corp. | Reduce -5.6% | 0.47% | −0.02 |
| ACN Accenture PLC Class A | Reduce -1.8% | 0.31% | −0.02 |
| EL Estee Lauder Companies Class A | Reduce -88.1% | 0.00% | −0.02 |
| CVX Chevron Corp. | Reduce -7.9% | 0.10% | −0.02 |
| INTU Intuit Inc. | Reduce -1.5% | 5.75% | −0.02 |
| COP Conocophillips | Reduce -5.6% | 0.06% | −0.02 |
| TPL Texas Pacific Land Corp. | Reduce -92.5% | 0.00% | −0.02 |
| MSCI MSCI Inc. | Reduce -0.2% | 0.16% | −0.02 |
| STT State Street Corp. | Reduce -42.5% | 0.02% | −0.01 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.01 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.01 |
| RTX RTX Corp. | Reduce -2.5% | 0.08% | −0.01 |
| ITW Illinois Tool Works | Reduce -0.8% | 0.09% | −0.01 |
| JKHY Jack Henry & Associates Inc. | Reduce -10.6% | 0.03% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -50.3% | 0.00% | −0.00 |
| CTAS Cintas Corp. | Reduce -8.8% | 0.05% | −0.00 |
| CMI Cummins Inc. | Reduce -13.1% | 0.02% | −0.00 |
| LMT Lockheed Martin Corp. | Reduce -22.7% | 0.01% | −0.00 |
| CTRA Coterra Energy Inc. | Reduce -81.8% | 0.00% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -2.9% | 0.03% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -9.7% | 0.01% | −0.00 |
| SYY Sysco Corp. | Reduce -3.4% | 0.02% | −0.00 |
| BDX Becton Dickinson and Co. | Reduce -5.4% | 0.02% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +1.9% | 1.45% | +0.48 |
| GOOGL Alphabet Inc. Class A | Add +0.0% | 5.07% | +0.42 |
| SNPS Synopsys Inc. | Add +6961.1% | 0.38% | +0.37 |
| ADBE Adobe Inc. | Add +0.8% | 3.01% | +0.35 |
| REGN Regeneron Pharmaceuticals | Add +18.8% | 1.05% | +0.26 |
| VEEV Veeva Systems Inc. Class A | Add +55.5% | 0.63% | +0.17 |
| ADI Analog Devices Inc. | Add +0.4% | 0.41% | +0.07 |
| AMZN Amazon.com Inc. | Add +0.8% | 3.74% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.7% | 0.47% | +0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +61.6% | 0.04% | +0.02 |
| SPGI S&P Global Inc. | Add +107.2% | 0.03% | +0.01 |
| HASI Ha Sustainable Infrastructur | Add +1.0% | 0.08% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +155.5% | 0.02% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +12.1% | 0.08% | +0.01 |
| LLY Eli Lilly & Co. | Add +2.3% | 0.06% | +0.01 |
| PFE Pfizer Inc. | Add +43.1% | 0.03% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +5.4% | 0.10% | +0.01 |
| DKS Dick's Sporting Goods Inc. | Add +2255.8% | 0.01% | +0.01 |
| WMT Walmart Inc. | Add +9.6% | 0.06% | +0.01 |
| ZTS Zoetis Inc. | Add +2.9% | 0.05% | +0.01 |
| AVGO Broadcom Inc. | Add +931.4% | 0.03% | +0.01 |
| PRGO Perrigo Co. PLC | New | 0.01% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.3% | 0.74% | +0.01 |
| ENPH Enphase Energy Inc. | Add +57.2% | 0.02% | +0.01 |
| TXN Texas Instruments Inc. | Add +51.6% | 0.01% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +71.6% | 0.01% | +0.00 |
| CAT Caterpillar Inc. | Add +130.8% | 0.01% | +0.00 |
| HSY The Hershey Co. | Add +20.1% | 0.03% | +0.00 |
| ISRG Intuitive Surgical Inc. | Add +0.1% | 0.04% | +0.00 |
| IWO iShares Russell 2000 Growth | Add +11.7% | 0.02% | +0.00 |
| ROK Rockwell Automation Inc. | Add +4.8% | 0.07% | +0.00 |
| GNRC Generac Holdings Inc. | Add +11.8% | 0.01% | +0.00 |
| VUSB Vanguard Ultra Short Bond Et | Add +65.1% | 0.01% | +0.00 |
| TECK Teck Resources Ltd.-CLS B | New | 0.00% | +0.00 |
| BLK BlackRock Finance Inc. | Add +57.4% | 0.01% | +0.00 |
| IFN Aberdeen India Fund Inc. | New | 0.00% | +0.00 |
| MELI MercadoLibre Inc. | Add +0.9% | 0.01% | +0.00 |
| AXP American Express Co. | Add +13.9% | 0.02% | +0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.00% | +0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +509.8% | 0.00% | +0.00 |
| CARR Carrier Global Corp. | Add +22.4% | 0.00% | +0.00 |
| VGIT Vanguard Intermediate-Term T | New | 0.00% | +0.00 |
| PSX Phillips 66 | Add +74.2% | 0.00% | +0.00 |
| GEV GE Vernova Inc. | Add +1.8% | 0.01% | +0.00 |
| AWK American Water Works Co. Inc. | Add +1.9% | 0.01% | +0.00 |
| BKNG Booking Holdings Inc. | Add +1.4% | 0.01% | +0.00 |
| KO The Coca-Cola Co. | Add +3.2% | 0.07% | +0.00 |
| IWN iShares Russell 2000 Value E | Add +3.8% | 0.01% | +0.00 |
| BIIB Biogen Inc. | Add +0.4% | 0.01% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +81.5% | 0.00% | +0.00 |
Notes & Other Activity Q1 2024 → Q2 2024
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 · principal | Add +13.2% | 1,285 | $516 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 563 | $10.3B | GOOGL, MA, MSFT, AMZN, AAPL |
| Q1 2026 | 558 | $10.0B | GOOGL, MA, MSFT, AMZN, SYK |
| Q4 2025 | 532 | $11.0B | GOOGL, MSFT, MA, AMZN, INTU |
| Q3 2025 | 526 | $11.4B | MSFT, MA, GOOGL, INTU, AMZN |
| Q2 2025 | 517 | $11.3B | MSFT, MA, INTU, GOOGL, AMZN |
| Q1 2025 | 559 | $10.3B | MA, MSFT, FISV, INTU, GOOGL |
| Q4 2024 | 559 | $11.6B | MSFT, MA, FISV, GOOGL, INTU |
| Q3 2024 | 570 | $11.2B | MSFT, MA, FISV, INTU, GOOGL |
| Q2 2024 | 550 | $10.9B | MSFT, MA, INTU, GOOGL, FISV |
| Q1 2024 | 562 | $10.1B | MSFT, MA, INTU, GOOGL, FISV |