1y return−5.2%S&P 500 +20.9%
3y return+29.3%S&P 500 +68.5%
5y return+24.5%S&P 500 +74.5%
10y return+193.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $294 against $357 in the S&P 500.2
Rothschild & Co Wealth Management UK LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AXPAmerican Express Co | $960.0M | 13.9% | |
| BKNGBooking Holdings Inc | $764.7M | 11.0% | |
| DEDeere & Co | $738.0M | 10.7% | −2.6% |
| BRK/BBerkshire Hathaway Inc Del | $729.8M | 10.5% | |
| MAMastercard Incorporated | $693.0M | 10.0% | |
| SUNBSunbelt Rentals Holdings Inc | $634.5M | 9.2% | +1.7% |
| SPGIS&p Global Inc | $543.4M | 7.8% | |
| MCOMoodys Corp | $500.4M | 7.2% | |
| CPCanadian Pacific Kansas City | $452.6M | 6.5% | |
| TXNTexas Instrs Inc | $384.0M | 5.5% | −3.9% |
| CMCSAComcast Corp New | $277.5M | 4.0% | −1.7% |
| CHTRCharter Communications Inc | $81.1M | 1.2% | +1.3% |
| WWayfair Inc | $32.4M | 0.5% | +17.8% |
| VVisa Inc | $30.9M | 0.4% | +17.7% |
| Liberty Broadband CorpCUSIP 530307305 | $30.7M | 0.4% | −1.4% |
| VSNTVersant Media Group Inc | $15.9M | 0.2% | −1.3% |
| CABOCable One Inc | $14.7M | 0.2% | −1.2% |
| CNICanadian Natl Ry Co | $11.0M | 0.2% | +19.0% |
| EWUIshares Tr | $8.0M | 0.1% | −25.8% |
| RYAAYRyanair Holdings PLC | $7.2M | 0.1% | −1.2% |
| GLIBKLiberty Cap Corp | $5.4M | 0.1% | −1.4% |
| AAXJIshares Tr | $5.3M | 0.1% | −11.2% |
| IVVIshares Tr | $3.7M | 0.1% | |
| IEMGIshares Inc | $2.5M | 0.0% | −51.8% |
| VGKVanguard Intl Equity Index F | $767K | 0.0% | −64.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| DEDeere & Co | June 30, 2020 | +303.7% | $738.0M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $960.0M |
| WWayfair Inc | December 31, 2022 | +181.0% | $32.4M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $729.8M |
| BKNGBooking Holdings Inc | June 30, 2020 | +179.8% | $764.7M |
| EWUIshares Tr | June 30, 2020 | +79.1% | $8.0M |
| IEMGIshares Inc | September 30, 2023 | +74.1% | $2.5M |
| MAMastercard Incorporated | June 30, 2020 | +73.7% | $693.0M |
| AAXJIshares Tr | June 30, 2020 | +72.5% | $5.3M |
| MCOMoodys Corp | June 30, 2020 | +64.9% | $500.4M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.6% | +14.8% |
| March 31, 2026 | −8.5% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | −4.3% | +7.8% |
| June 30, 2025 | +7.8% | +10.5% |
| March 31, 2025 | +0.8% | −4.6% |
| December 31, 2024 | +1.8% | +2.1% |
| September 30, 2024 | +10.5% | +5.4% |
| June 30, 2024 | −2.1% | +4.0% |
| March 31, 2024 | +5.7% | +10.0% |
| December 31, 2023 | +10.6% | +11.2% |
| September 30, 2023 | −2.5% | −3.6% |
| June 30, 2023 | +8.4% | +8.3% |
| March 31, 2023 | +7.0% | +7.0% |
| December 31, 2022 | +13.8% | +7.1% |
| September 30, 2022 | −10.2% | −5.3% |
| June 30, 2022 | −19.8% | −16.5% |
| March 31, 2022 | −0.0% | −4.9% |
| December 31, 2021 | +1.9% | +10.7% |
| September 30, 2021 | −0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Rothschild & Co Wealth Management UK Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1784260&type=13F-HR&dateb=&owner=include&count=40CIK 1784260
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1784260/000117266126002859/Filed July 28, 2026 · accession 0001172661-26-002859