Fundsmith LLP
Terry Smith · As of Q4 2013 · filed Jan 21, 2014
| SYK STRYKER CORP | 9.9% | Added +1.1% | 2,114,386 | $158.9M |
| MCD MCDONALD'S CORP | 9.6% | Added +1.2% | 4,142,263 | $155.0M |
| DPZ DOMINO'S PIZZA INC | 9.2% | Reduced −4.3% | 2,134,570 | $148.7M |
| DR PEPPER SNAPPLE GROUP INC | 9.2% | Held | 3,036,706 | $147.9M |
| BECTON DICKINSON & CO | 8.1% | Added +2.7% | 1,176,328 | $130.0M |
| MMM 3M CO | 7.3% | Held | 835,096 | $117.1M |
| AUTOMATIC DATA PROCESSING INC | 7.1% | Held | 1,408,541 | $113.8M |
| PG PROCTER & GAMBLE CO | 6.6% | Held | 1,301,833 | $106.0M |
| PEP PEPSICO INC | 6.3% | Added +7.1% | 1,229,894 | $102.0M |
| PM PHILIP MORRIS INTERNATIONAL | 6.1% | Added +13.0% | 1,119,353 | $97.5M |
| JNJ JOHNSON & JOHNSON | 5.9% | Added +0.2% | 1,040,791 | $95.3M |
| CHH CHOICE HOTELS INTL INC | 4.3% | Reduced −0.8% | 1,411,382 | $69.3M |
| BARD CR INC | 3.7% | Added +3.1% | 443,414 | $59.3M |
| V VISA INC-CLASS A SHARES | 3.4% | Held | 248,634 | $55.4M |
| CL COLGATE-PALMOLIVE CO | 3.4% | Held | 841,004 | $54.8M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| WAT WATERS CORP | 449,096 | $47.7M |
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.