Rwc Asset Management Llp Portfolio Shifts in Q2 2026: Focus on Consumer Defensive and Technology
This quarter, Rwc Asset Management Llp significantly increased its holdings in consumer defensive stocks like Kraft Heinz Co (KHC) and Smucker J M Co (SJM), while adding new positions in technology and basic materials. The firm also sold substantial portions of some holdings.
By Insiderset.Jul 28, 2026, 1:44 PM
This quarter, Rwc Asset Management Llp significantly increased its holdings in consumer defensive stocks like Kraft Heinz Co (KHC) and Smucker J M Co (SJM), while adding new positions in technology and basic materials. The firm also sold substantial portions of some holdings.