Fundsmith LLP
Terry Smith · As of Q3 2014 · filed Nov 5, 2014
| MCD MCDONALD'S CORP | 10.9% | Added +4.4% | 5,488,976 | $254.5M |
| DR PEPPER SNAPPLE GROUP INC | 9.3% | Added +0.8% | 3,375,072 | $217.1M |
| SYK STRYKER CORP | 8.8% | Added +3.2% | 2,539,116 | $205.0M |
| PEP PEPSICO INC | 7.5% | Held | 1,886,556 | $175.6M |
| BDX BECTON DICKINSON AND CO | 7.4% | New | 1,525,906 | $173.7M |
| DPZ DOMINO'S PIZZA INC | 7.0% | Held | 2,134,570 | $164.3M |
| PM PHILIP MORRIS INTERNATIONAL | 6.9% | Added +8.9% | 1,942,923 | $162.0M |
| JNJ JOHNSON & JOHNSON | 6.5% | Added +10.0% | 1,434,318 | $152.9M |
| V VISA INC-CLASS A SHARES | 5.5% | Added +2.7% | 597,748 | $127.5M |
| PG PROCTER & GAMBLE CO | 5.1% | Added +1.4% | 1,433,679 | $120.1M |
| MMM 3M CO | 5.1% | Added +1.4% | 846,655 | $120.0M |
| ADP AUTOMATIC DATA PROCESSING | 5.0% | New | 1,592,266 | $116.0M |
| BARD CR INC | 4.9% | Added +14.7% | 800,523 | $114.1M |
| EBAY EBAY INC | 4.7% | Added +62.8% | 1,938,349 | $109.8M |
| CHH CHOICE HOTELS INTL INC | 2.7% | Reduced −14.7% | 1,224,737 | $63.5M |
| CL COLGATE-PALMOLIVE CO | 2.7% | Added +11.7% | 972,598 | $63.1M |
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.