Waverton Investment adds Visa, Alphabet; exits Starbucks and SoFi
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United Kingdom's Waverton Investment Management raises stakes in Visa (NYSE:V) to 726,446 shares as on Jun 30, 2022 from 645,713 shares as on Mar. 31, 2022, according to its latest 13F filing.


Change in Top 10 Holdings: Also boosted stakes in Alphabet (GOOGL) to 50,698 shares (+8.84%), Microsoft (MSFT) +1.34%, Costco Wholesale (COST) +1.18%; CME Group (CME) +1.37; Qualcomm (QCOM) +1.92%, TE Connectivity (TEL) +7.47%, Union Pacific (UNP) +0.38%;and Reduced Marsh & McLennan's (MMC) stake to 793,411 shares (-3.02%).


Overall 13-F Filing Update: Waverton takes a new stake in Advanced Micro Devices (NASDAQ:AMD), Michael Baker (BKR), Dollar General (DG), and Valaris (VAL) as on Jun. 30, 2022.
Boost stakes in American Express (AXP), Dow Chemical (DOW), Home Depot (HD), Procter & Gamble (PG), T-Mobile US (TMUS), and Snapchat (SNAP) among others.
Exits Starbucks (NASDAQ:SBUX), SentinelOne (S), and SoFi Technologies (SOFI).
Reduced stakes in United Health Group (UNH) to 16,601 shares from 56,920 shares to cash in profits.
Also stakes in Avery Dennison (AVY), Illumina (ILMN), PepsiCo (PEP), Salesforce.com (CRM), Walt Disney (DIS) Vulcan Materials (VMC), and Verizon Communications (VZ) were reduced.
Also Read: House Speaker Nancy Pelosi sells Visa, Apple calls, exercises Nvidia calls