Fundsmith LLP
Terry Smith · As of Q1 2015 · filed Jun 3, 2015
| MSFT MICROSOFT CORP | 9.4% | New | 7,185,480 | $290.2M |
| DR PEPPER SNAPPLE GROUP INC | 8.9% | Held | 3,514,615 | $275.8M |
| BECTON DICKINSON & CO | 8.3% | New | 1,791,841 | $257.3M |
| SYK STRYKER CORP | 8.0% | Added +4.0% | 2,694,794 | $248.6M |
| EBAY EBAY INC | 7.4% | Added +29.3% | 3,975,089 | $229.3M |
| PM PHILIP MORRIS INTERNATIONAL | 7.2% | Added +18.2% | 2,942,293 | $221.6M |
| DPZ DOMINO'S PIZZA INC | 7.0% | Held | 2,134,570 | $214.6M |
| PEP PEPSICO INC | 6.7% | Added +10.3% | 2,170,265 | $207.5M |
| BCRUSD CR BARD INC | 6.3% | New | 1,155,034 | $193.1M |
| JNJ JOHNSON & JOHNSON | 6.2% | Added +16.7% | 1,902,103 | $190.0M |
| V VISA INC-CLASS A SHARES | 5.4% | Added +326.0% | 2,546,503 | $166.3M |
| AUTOMATIC DATA PROCESSING INC | 4.9% | New | 1,762,562 | $150.9M |
| MMM 3M CO | 4.9% | Added +6.3% | 920,847 | $150.9M |
| PG PROCTER & GAMBLE CO | 4.3% | Added +5.0% | 1,618,689 | $131.6M |
| CL COLGATE-PALMOLIVE CO | 2.4% | Added +11.2% | 1,081,946 | $74.6M |
| WAT WATERS CORP | 1.3% | New | 310,736 | $38.6M |
| CHH CHOICE HOTELS INTL INC | 1.1% | Reduced −42.4% | 553,589 | $35.5M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.1% | New | 49,424 | $4.0M |
| IDXX IDEXX LABORATORIES INC | 0.1% | New | 25,493 | $3.9M |
| DNKN DUNKIN' BRANDS GROUP INC | 0.1% | New | 80,148 | $3.8M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MCD MCDONALD'S CORP | 6,116,468 | $284.1M |
| BDX BECTON DICKINSON AND CO | 1,714,997 | $238.7M |
| BARD C R INC | 936,922 | $155.9M |
| ADP AUTOMATIC DATA PROCESSING | 1,649,776 | $137.5M |
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.