Fundsmith LLP
Terry Smith · As of Q2 2013 · filed Jul 19, 2013
| SYK STRYKER CORP | 9.2% | Added +7.5% | 2,021,417 | $130.7M |
| DR PEPPER SNAPPLE GROUP INC | 9.1% | Added +8.8% | 2,831,057 | $130.0M |
| DPZ DOMINO'S PIZZA INC | 9.1% | Added +1.4% | 2,229,652 | $129.7M |
| MSFT MICROSOFT CORP | 8.6% | Added +10.8% | 3,525,044 | $121.8M |
| BDX BECTON DICKINSON AND CO | 7.6% | New | 1,098,017 | $108.5M |
| PG PROCTER & GAMBLE CO | 7.0% | Added +13.8% | 1,301,833 | $100.2M |
| ADP AUTOMATIC DATA PROCESSING | 6.8% | New | 1,408,541 | $97.0M |
| MMM 3M CO | 6.4% | Added +1.9% | 835,096 | $91.3M |
| JNJ JOHNSON & JOHNSON | 6.3% | Added +10.2% | 1,038,629 | $89.2M |
| PEP PEPSICO INC | 5.6% | Added +15.8% | 978,146 | $80.0M |
| WAT WATERS CORP | 5.2% | Added +25.5% | 744,352 | $74.5M |
| PM PHILIP MORRIS INTERNATIONAL | 5.2% | Added +16.1% | 846,738 | $73.3M |
| CHH CHOICE HOTELS INTL INC | 4.0% | Added +39.3% | 1,422,535 | $56.5M |
| CL COLGATE-PALMOLIVE CO | 3.2% | Added +114.2% | 784,868 | $45.0M |
| MCD MCDONALD'S CORP | 3.0% | Added +34.4% | 427,999 | $42.4M |
| BARD C R INC | 2.0% | Reduced −36.8% | 261,549 | $28.4M |
| V VISA INC-CLASS A SHARES | 1.7% | Added +7.9% | 133,894 | $24.5M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BECTON DICKINSON AND CO | 1,049,564 | $99.9M |
| AUTOMATIC DATA PROCESSING | 1,408,541 | $91.1M |
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.