whalepapers
Investors/ Fundsmith LLP/ Q1 2014

Fundsmith LLP

Terry Smith · As of Q1 2014 · filed Apr 29, 2014

SYK STRYKER CORP
9.5%
Added +5.3% 2,225,955 $181.3M
BARD CR INC
9.4%
Added +172.7% 1,209,341 $178.7M
MCD MCDONALD'S CORP
9.2%
Added +3.6% 4,290,030 $175.8M
DR PEPPER SNAPPLE GROUP INC
9.2%
Added +6.0% 3,218,586 $175.3M
BECTON DICKINSON & CO
8.8%
Added +22.0% 1,435,203 $168.0M
DPZ DOMINO'S PIZZA INC
8.6%
Held 2,134,570 $164.3M
PEP PEPSICO INC
7.1%
Added +30.9% 1,609,367 $134.4M
AUTOMATIC DATA PROCESSING INC
6.4%
Added +11.6% 1,571,495 $121.4M
PM PHILIP MORRIS INTERNATIONAL
6.0%
Added +25.0% 1,398,707 $114.5M
MMM 3M CO
5.9%
Held 835,096 $113.3M
JNJ JOHNSON & JOHNSON
5.9%
Added +10.8% 1,152,868 $113.2M
PG PROCTER & GAMBLE CO
5.9%
Added +8.6% 1,414,311 $113.1M
V VISA INC-CLASS A SHARES
4.2%
Added +49.1% 370,764 $80.0M
CHH CHOICE HOTELS INTL INC
2.1%
Reduced −38.3% 870,912 $39.9M
CL COLGATE-PALMOLIVE CO
1.7%
Reduced −39.8% 506,402 $32.7M

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.