Fundsmith LLP
Terry Smith · As of Q3 2013 · filed Nov 7, 2013
| DPZ DOMINO'S PIZZA INC | 10.1% | Held | 2,229,652 | $151.5M |
| SYK STRYKER CORP | 9.4% | Added +3.5% | 2,091,159 | $141.3M |
| MCD MCDONALD'S CORP | 9.1% | Added +856.7% | 4,094,461 | $136.3M |
| DR PEPPER SNAPPLE GROUP INC | 9.1% | Added +7.3% | 3,036,706 | $136.1M |
| BECTON DICKINSON & CO | 7.6% | New | 1,145,413 | $114.6M |
| AUTOMATIC DATA PROCESSING INC | 6.8% | New | 1,408,541 | $102.0M |
| MMM 3M CO | 6.6% | Held | 835,096 | $99.7M |
| PG PROCTER & GAMBLE CO | 6.5% | Held | 1,301,833 | $98.4M |
| PEP PEPSICO INC | 6.1% | Added +17.4% | 1,148,821 | $91.3M |
| JNJ JOHNSON & JOHNSON | 6.0% | Held | 1,038,629 | $90.0M |
| PM PHILIP MORRIS INTERNATIONAL | 5.7% | Added +17.0% | 990,377 | $85.8M |
| CHH CHOICE HOTELS INTL INC | 4.1% | Held | 1,422,535 | $61.2M |
| CL COLGATE-PALMOLIVE CO | 3.3% | Added +7.2% | 841,004 | $49.6M |
| BARD CR INC | 3.3% | Added +64.5% | 430,224 | $49.6M |
| WAT WATERS CORP | 3.2% | Reduced −39.7% | 449,096 | $47.7M |
| V VISA INC-CLASS A SHARES | 3.2% | Added +85.7% | 248,634 | $47.5M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MSFT MICROSOFT CORP | 3,525,044 | $121.8M |
| BDX BECTON DICKINSON AND CO | 1,098,017 | $108.5M |
| ADP AUTOMATIC DATA PROCESSING | 1,408,541 | $97.0M |
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.