Fundsmith LLP
Terry Smith · As of Q2 2018 · filed Aug 22, 2018
| PYPL PAYPAL HOLDINGS INC | 9.4% | Reduced −0.1% | 15,209,740 | $1.27B |
| MCD MCDONALD'S CORP | 8.9% | New | 12,080,320 | $1.19B |
| META META PLATFORMS INC-CLASS A | 8.0% | Added +7.3% | 5,517,803 | $1.07B |
| IDXX IDEXX LABORATORIES INC | 7.2% | Added +0.0% | 4,429,104 | $965.3M |
| SYK STRYKER CORP | 6.9% | Added +0.0% | 5,516,662 | $931.5M |
| WAT WATERS CORP | 6.8% | Added +8.2% | 4,728,994 | $915.5M |
| BDX BECTON DICKINSON AND CO | 6.7% | Added +3.6% | 3,735,079 | $894.8M |
| PM PHILIP MORRIS INTERNATIONAL | 6.3% | Added +17.6% | 10,475,148 | $845.8M |
| PEP PEPSICO INC | 6.2% | Added +16.7% | 7,681,927 | $836.3M |
| INTU INTUIT INC | 6.0% | Added +0.0% | 3,969,347 | $811.0M |
| ADP AUTOMATIC DATA PROCESSING | 5.8% | Added +0.1% | 5,786,490 | $776.2M |
| V VISA INC-CLASS A SHARES | 5.6% | Reduced −0.0% | 5,719,877 | $757.6M |
| EL ESTEE LAUDER COMPANIES-CL A | 5.2% | Added +14.1% | 4,916,559 | $701.5M |
| MMM 3M CO | 5.0% | Added +25.7% | 3,398,172 | $668.5M |
| JNJ JOHNSON & JOHNSON | 4.1% | Added +5.3% | 4,555,486 | $552.8M |
| CL COLGATE-PALMOLIVE CO | 1.7% | Added +14.7% | 3,586,659 | $232.5M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.1% | Added +0.6% | 137,544 | $17.4M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MSFT MICROSOFT CORP | 12,075,307 | $1.10B |
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.