Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-24
Total Holdings
628
Total Value
2779144001
Accession Number
0000932974-25-000004
Form Type
13F-HR
CIK
0000932974
Manager Name
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Data Enrichment
94% identified
589 identified39 unidentified

Holdings

628 positions
Manager:
SEC
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Page 7 of 28
ZEBRA TECHNOLOGIES CORP
ZBRA|989207105
Shares:
5715(-57.7%)
Value:
$1.3B(-75.2%)
Mondelez International, Inc.
MDLZ|609207105
Shares:
19314(+0.0%)
Value:
$1.3B(+15.5%)
AMERICAN TOWER CORP /MA/
AMT|03027X100
Shares:
6086(-3.2%)
Value:
$1.3B(+7.2%)
MCCORMICK & CO INC
MKC|579780206
Shares:
16891(-1.9%)
Value:
$1.3B(-2.4%)
ServiceNow, Inc.
NOW|81762P102
Shares:
1555(+0.0%)
Value:
$1.3B(-28.7%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
2911(-14.2%)
Value:
$1.2B(-32.5%)
American Water Works Company, Inc.
AWK|030420103
Shares:
8435(+0.0%)
Value:
$1.2B(+13.3%)
LOCKHEED MARTIN CORP
LMT|539830109
Shares:
2514(-0.8%)
Value:
$1.2B(-8.7%)
92203C303
VUSB|92203C303
Shares:
23445(+0.0%)
Value:
$1.2B(-0.2%)
464287630
IWN|464287630
Shares:
7973(-3.3%)
Value:
$1.1B(-18.1%)
Snowflake Inc.
SNOW|833445109
Shares:
7400(+0.0%)
Value:
$1.1B(-16.0%)
Shell plc
SHEL|780259305
Shares:
16417(-2.0%)
Value:
$1.1B(-2.9%)
BECTON DICKINSON & CO
BDX|075887109
Shares:
5226(-76.5%)
Value:
$1.1B(-80.9%)
GENERAC HOLDINGS INC.
GNRC|368736104
Shares:
9498(+0.0%)
Value:
$1.0B(-29.1%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
1905(+0.0%)
Value:
$1.0B(+11.0%)
TIMKEN CO
TKR|887389104
Shares:
16000(+0.0%)
Value:
$1.0B(-18.9%)
ENBRIDGE INC
ENB|29250N105
Shares:
21915(+0.0%)
Value:
$999.5M(+2.0%)
MCKESSON CORP
MCK|58155Q103
Shares:
1359(-6.2%)
Value:
$940.8M(+7.4%)
464288877
464288877
Shares:
15275(+1567.6%)
Value:
$911.6M(+1712.1%)
TJX COMPANIES INC /DE/
TJX|872540109
Shares:
7155(-3.4%)
Value:
$898.0M(-2.9%)