Fundsmith LLP
Terry Smith · As of Q3 2018 · filed Nov 9, 2018
| MSFT MICROSOFT CORP | 9.3% | New | 12,074,060 | $1.38B |
| PYPL PAYPAL HOLDINGS INC | 9.0% | Reduced −0.0% | 15,202,210 | $1.34B |
| IDXX IDEXX LABORATORIES INC | 7.4% | Reduced −0.1% | 4,426,643 | $1.11B |
| PM PHILIP MORRIS INTERNATIONAL | 6.8% | Added +18.5% | 12,409,367 | $1.01B |
| SYK STRYKER CORP | 6.6% | Added +0.1% | 5,521,353 | $981.0M |
| META META PLATFORMS INC-CLASS A | 6.6% | Added +8.0% | 5,960,662 | $980.3M |
| WAT WATERS CORP | 6.6% | Added +6.3% | 5,026,559 | $978.6M |
| BDX BECTON DICKINSON AND CO | 6.6% | Added +0.2% | 3,743,042 | $976.9M |
| INTU INTUIT INC | 6.2% | Added +3.0% | 4,090,229 | $930.1M |
| PEP PEPSICO INC | 6.1% | Added +6.4% | 8,170,141 | $913.4M |
| ADP AUTOMATIC DATA PROCESSING | 5.9% | Added +0.5% | 5,812,535 | $875.7M |
| V VISA INC-CLASS A SHARES | 5.8% | Reduced −0.1% | 5,715,741 | $857.9M |
| EL ESTEE LAUDER COMPANIES-CL A | 5.7% | Added +19.6% | 5,880,997 | $854.6M |
| MMM 3M CO | 4.9% | Added +2.6% | 3,486,738 | $734.7M |
| JNJ JOHNSON & JOHNSON | 4.2% | Added +0.6% | 4,581,202 | $633.0M |
| CL COLGATE-PALMOLIVE CO | 2.3% | Added +41.1% | 5,061,560 | $338.9M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.1% | Added +16.1% | 159,638 | $21.1M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MCD MCDONALD'S CORP | 12,080,320 | $1.19B |
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.