Rothschild & Co Wealth Management UK Ltd
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Rothschild & Co Wealth Management UK Ltd reported 27 stock positions worth $5.9 billion. Its top holding was American Express (AXP) at 12.6% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 12.5%) and Mastercard Class A (MA, 12.1%). Compared with Q4 2024, it sold out of 4, added to 15 and reduced 10. The biggest buy was Texas Instruments (TXN, shares +1001%) and the biggest sale Cable One (CABO, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001784260
- Portfolio Value
- $5.9B (Q1 2025)
- SEC Filing
- 0001172661-25-001588 ↗ filed May 6, 2025
Holdings Value
Holdings 27 stocks · $5.9B
| AXP American Express Co. | 12.57% | 2,775,682 | $746.8M | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 12.52% | 1,396,457 | $743.7M | Reduce -0.6% |
| MA Mastercard Inc. Class A | 12.15% | 1,316,728 | $721.7M | Add +0.1% |
| BKNG Booking Holdings Inc. | 10.57% | 136,309 | $628.0M | Add +0.3% |
| DE Deere & Co. | 9.17% | 1,160,460 | $544.7M | Reduce -0.1% |
| SPGI S&P Global Inc. | 8.69% | 1,016,305 | $516.4M | Add +0.3% |
| MCO Moody's Corp. | 8.52% | 1,086,565 | $506.0M | Add +0.3% |
| CMCSA Comcast Corp. Class A | 6.84% | 11,013,766 | $406.4M | Add +0.7% |
| CP Canadian Pacific Kansas City | 6.02% | 5,091,326 | $357.5M | Reduce -0.1% |
| TXN Texas Instruments Inc. | 3.89% | 1,287,734 | $231.4M | Add +1000.6% |
| CHTR Charter Communications Inc. Class A | 3.41% | 550,223 | $202.8M | Add +1.2% |
| RYAAY Ryanair Holdings PLC-SP ADR | 1.78% | 2,497,729 | $105.8M | Reduce -1.8% |
| CABO Cable One Inc. | 1.31% | 292,200 | $77.7M | Reduce -0.8% |
| LBRDK Liberty Broadband-C | 1.19% | 832,881 | $70.8M | Reduce -0.7% |
| V Visa Inc. Class A | 0.34% | 58,428 | $20.5M | Add +5.0% |
| FOXA Fox Corp. Class A | 0.34% | 352,996 | $20.0M | Add +5.0% |
| EWU iShares MSCI United Kingdom | 0.21% | 333,519 | $12.5M | Add +6.7% |
| W Wayfair Inc. Class A | 0.12% | 221,748 | $7.1M | Add +3.8% |
| UNP Union Pacific Corp. | 0.11% | 27,822 | $6.6M | Add +4.3% |
| CNI Canadian Natl Railway Co. | 0.10% | 59,588 | $5.8M | Add +6.8% |
| AAXJ iShares MSCI All Country Asi | 0.09% | 68,466 | $5.1M | Add +7.7% |
| IEMG iShares Core MSCI Emerging | 0.02% | 21,250 | $1.1M | Reduce -19.4% |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 0.02% | 99,000 | $1.0M | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.02% | 3,875 | $948K | Reduce -19.1% |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 15,782 | $714K | Reduce -18.8% |
| VOO Vanguard S&P 500 ETF | 0.01% | 1,028 | $528K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.00% | 5,873 | $205K | Reduce -34.3% |
Portfolio Sells Q4 2024 → Q1 2025
| CABO Cable One Inc. | Reduce -0.8% | 1.31% | −0.57 |
| CP Canadian Pacific Kansas City | Reduce -0.1% | 6.02% | −0.46 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Sold out | 0.00% | −0.17 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -1.8% | 1.78% | −0.17 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.05 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.04 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -19.1% | 0.02% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -19.4% | 0.02% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -18.8% | 0.01% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -34.3% | 0.00% | −0.00 |
| LBRDK Liberty Broadband-C | Reduce -0.7% | 1.19% | +0.09 |
| DE Deere & Co. | Reduce -0.1% | 9.17% | +0.52 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 12.52% | +1.34 |
Portfolio Buys Q4 2024 → Q1 2025
| TXN Texas Instruments Inc. | Add +1000.6% | 3.89% | +3.51 |
| CHTR Charter Communications Inc. Class A | Add +1.2% | 3.41% | +0.14 |
| FOXA Fox Corp. Class A | Add +5.0% | 0.34% | +0.05 |
| V Visa Inc. Class A | Add +5.0% | 0.34% | +0.04 |
| EWU iShares MSCI United Kingdom | Add +6.7% | 0.21% | +0.02 |
| AAXJ iShares MSCI All Country Asi | Add +7.7% | 0.09% | +0.00 |
| UNP Union Pacific Corp. | Add +4.3% | 0.11% | +0.00 |
| CNI Canadian Natl Railway Co. | Add +6.8% | 0.10% | −0.00 |
| MA Mastercard Inc. Class A | Add +0.1% | 12.15% | −0.02 |
| W Wayfair Inc. Class A | Add +3.8% | 0.12% | −0.05 |
| SPGI S&P Global Inc. | Add +0.3% | 8.69% | −0.17 |
| CMCSA Comcast Corp. Class A | Add +0.7% | 6.84% | −0.37 |
| MCO Moody's Corp. | Add +0.3% | 8.52% | −0.49 |
| BKNG Booking Holdings Inc. | Add +0.3% | 10.57% | −1.28 |
| AXP American Express Co. | Add +0.4% | 12.57% | −1.84 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 25 | $6.9B | AXP, BKNG, DE, BRK.B, MA |
| Q1 2026 | 25 | $6.5B | AXP, BKNG, BRK.B, MA, DE |
| Q4 2025 | 25 | $6.4B | AXP, MA, BKNG, BRK.B, MCO |
| Q3 2025 | 26 | $6.2B | AXP, MA, BKNG, BRK.B, DE |
| Q2 2025 | 27 | $6.7B | AXP, BKNG, MA, BRK.B, DE |
| Q1 2025 | 27 | $5.9B | AXP, BRK.B, MA, BKNG, DE |
| Q4 2024 | 31 | $5.7B | AXP, MA, BKNG, BRK.B, MCO |
| Q3 2024 | 32 | $6.3B | AXP, BRK.B, MA, SPGI, MCO |
| Q2 2024 | 33 | $5.9B | AXP, BRK.B, MCO, MA, BKNG |
| Q1 2024 | 33 | $6.0B | BRK.B, AXP, MA, MCO, SPGI |