Fundsmith LLP
Terry Smith · As of Q2 2015 · filed Aug 17, 2015
| MSFT MICROSOFT CORP | 10.0% | Added +0.1% | 7,193,620 | $317.6M |
| SYK STRYKER CORP | 8.3% | Added +2.5% | 2,763,395 | $264.1M |
| EBAY EBAY INC | 8.1% | Added +7.4% | 4,269,126 | $257.2M |
| DR PEPPER SNAPPLE GROUP INC | 8.1% | Held | 3,514,615 | $256.2M |
| PEP PEPSICO INC | 7.6% | Added +18.4% | 2,570,158 | $239.9M |
| PM PHILIP MORRIS INTERNATIONAL | 7.5% | Added +1.3% | 2,979,388 | $238.9M |
| BDX BECTON DICKINSON AND CO | 7.4% | New | 1,651,879 | $234.0M |
| JNJ JOHNSON & JOHNSON | 7.1% | Added +21.6% | 2,312,869 | $225.4M |
| BCRUSD CR BARD INC | 6.8% | Added +9.8% | 1,268,364 | $216.2M |
| MMM 3M CO | 6.0% | Added +34.8% | 1,240,946 | $191.5M |
| V VISA INC-CLASS A SHARES | 5.4% | Added +0.4% | 2,557,790 | $171.8M |
| DPZ DOMINO'S PIZZA INC | 5.1% | Reduced −33.0% | 1,429,387 | $162.1M |
| ADP AUTOMATIC DATA PROCESSING | 4.5% | New | 1,762,562 | $141.4M |
| PG PROCTER & GAMBLE CO | 4.0% | Held | 1,618,689 | $126.6M |
| CL COLGATE-PALMOLIVE CO | 2.6% | Added +15.4% | 1,248,194 | $81.6M |
| WAT WATERS CORP | 1.3% | Held | 310,736 | $39.9M |
| DNKN DUNKIN' BRANDS GROUP INC | 0.1% | Held | 80,148 | $4.4M |
| IDXX IDEXX LABORATORIES INC | 0.1% | Added +162.2% | 66,840 | $4.3M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.1% | Added +9.6% | 54,182 | $4.0M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BECTON DICKINSON & CO | 1,791,841 | $257.3M |
| AUTOMATIC DATA PROCESSING INC | 1,762,562 | $150.9M |
| CHH CHOICE HOTELS INTL INC | 553,589 | $35.5M |
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.