Holdings
| MCD MCDONALD'S CORP | $219.2M | 10.1% | 5,256,276 | +966,246 | +22.5% | Added |
| SYK STRYKER CORP | $207.4M | 9.6% | 2,459,488 | +233,533 | +10.5% | Added |
| DR PEPPER SNAPPLE GROUP INC | $196.0M | 9.0% | 3,346,639 | +128,053 | +4.0% | Added |
| BECTON DICKINSON & CO | $168.5M | 7.8% | 1,424,756 | −10,447 | −0.7% | Reduced |
| PEP PEPSICO INC | $168.5M | 7.8% | 1,886,556 | +277,189 | +17.2% | Added |
| DPZ DOMINO'S PIZZA INC | $156.0M | 7.2% | 2,134,570 | — | — | Held |
| PM PHILIP MORRIS INTERNATIONAL | $150.4M | 6.9% | 1,784,113 | +385,406 | +27.6% | Added |
| JNJ JOHNSON & JOHNSON | $136.4M | 6.3% | 1,303,385 | +150,517 | +13.1% | Added |
| AUTOMATIC DATA PROCESSING INC | $124.6M | 5.7% | 1,571,495 | — | — | Held |
| V VISA INC-CLASS A SHARES | $122.6M | 5.7% | 581,984 | +211,220 | +57.0% | Added |
| MMM 3M CO | $119.6M | 5.5% | 835,096 | — | — | Held |
| PG PROCTER & GAMBLE CO | $111.2M | 5.1% | 1,414,311 | — | — | Held |
| BARD CR INC | $99.8M | 4.6% | 697,953 | −511,388 | −42.3% | Reduced |
| CHH CHOICE HOTELS INTL INC | $67.6M | 3.1% | 1,435,203 | +564,291 | +64.8% | Added |
| EBAY EBAY INC | $59.6M | 2.7% | 1,190,275 | +1,190,275 | — | New |
| CL COLGATE-PALMOLIVE CO | $59.4M | 2.7% | 870,912 | +364,510 | +72.0% | Added |
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.