whalepapers
Investors/ Fundsmith LLP/ Q1 2017

Fundsmith LLP

Terry Smith · As of Q1 2017 · filed May 5, 2017

IDXX IDEXX LABORATORIES INC
8.0%
Added +0.1% 4,480,207 $692.7M
SYK STRYKER CORP
7.9%
Added +4.6% 5,175,453 $681.3M
MSFT MICROSOFT CORP
7.8%
Reduced −0.0% 10,202,117 $671.9M
BCRUSD CR BARD INC
7.4%
Added +2.1% 2,553,141 $634.0M
PEP PEPSICO INC
7.0%
Added +7.6% 5,370,205 $600.7M
PM PHILIP MORRIS INTERNATIONAL
6.8%
Added +0.2% 5,161,806 $582.8M
PYPL PAYPAL HOLDINGS INC
6.6%
Added +4.5% 13,161,285 $566.2M
WAT WATERS CORP
6.2%
Added +11.3% 3,432,535 $536.5M
DR PEPPER SNAPPLE GROUP INC
6.1%
Added +0.5% 5,329,086 $521.8M
JNJ JOHNSON & JOHNSON
5.9%
Added +0.0% 4,104,073 $511.2M
SJM JM SMUCKER CO
5.5%
Reduced −0.2% 3,614,566 $473.8M
V VISA INC-CLASS A SHARES
5.1%
Added +0.0% 4,954,693 $440.3M
BDX BECTON DICKINSON AND CO
4.9%
Added +3.2% 2,296,613 $421.3M
ADP AUTOMATIC DATA PROCESSING
4.8%
Added +3.4% 4,011,368 $410.7M
MMM 3M CO
4.3%
Reduced −0.3% 1,954,349 $373.9M
EL ESTEE LAUDER COMPANIES-CL A
3.7%
Added +3.8% 3,727,020 $316.0M
CL COLGATE-PALMOLIVE CO
1.8%
Added +10.3% 2,123,477 $154.6M
MAR MARRIOTT INTERNATIONAL -CL A
0.2%
Added +4.7% 184,690 $17.4M

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.