Holdings
| MCD MCDONALD'S CORP | $254.5M | 10.9% | 5,488,976 | +232,700 | +4.4% | Added |
| DR PEPPER SNAPPLE GROUP INC | $217.1M | 9.3% | 3,375,072 | +28,433 | +0.8% | Added |
| SYK STRYKER CORP | $205.0M | 8.8% | 2,539,116 | +79,628 | +3.2% | Added |
| PEP PEPSICO INC | $175.6M | 7.5% | 1,886,556 | — | — | Held |
| BDX BECTON DICKINSON AND CO | $173.7M | 7.4% | 1,525,906 | +1,525,906 | — | New |
| DPZ DOMINO'S PIZZA INC | $164.3M | 7.0% | 2,134,570 | — | — | Held |
| PM PHILIP MORRIS INTERNATIONAL | $162.0M | 6.9% | 1,942,923 | +158,810 | +8.9% | Added |
| JNJ JOHNSON & JOHNSON | $152.9M | 6.5% | 1,434,318 | +130,933 | +10.0% | Added |
| V VISA INC-CLASS A SHARES | $127.5M | 5.5% | 597,748 | +15,764 | +2.7% | Added |
| PG PROCTER & GAMBLE CO | $120.1M | 5.1% | 1,433,679 | +19,368 | +1.4% | Added |
| MMM 3M CO | $120.0M | 5.1% | 846,655 | +11,559 | +1.4% | Added |
| ADP AUTOMATIC DATA PROCESSING | $116.0M | 5.0% | 1,592,266 | +1,592,266 | — | New |
| BARD CR INC | $114.1M | 4.9% | 800,523 | +102,570 | +14.7% | Added |
| EBAY EBAY INC | $109.8M | 4.7% | 1,938,349 | +748,074 | +62.8% | Added |
| CHH CHOICE HOTELS INTL INC | $63.5M | 2.7% | 1,224,737 | −210,466 | −14.7% | Reduced |
| CL COLGATE-PALMOLIVE CO | $63.1M | 2.7% | 972,598 | +101,686 | +11.7% | Added |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BECTON DICKINSON & CO | 1,424,756 | $168.5M |
| AUTOMATIC DATA PROCESSING INC | 1,571,495 | $124.6M |
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.