whalepapers
Investors/ Fundsmith LLP/ Q4 2014

Fundsmith LLP

Terry Smith · As of Q4 2014 · filed Feb 10, 2015

MCD MCDONALD'S CORP
10.1%
Added +11.4% 6,116,468 $284.1M
DR PEPPER SNAPPLE GROUP INC
9.0%
Added +4.1% 3,514,615 $251.9M
SYK STRYKER CORP
8.7%
Added +2.0% 2,590,890 $244.4M
BDX BECTON DICKINSON AND CO
8.5%
Added +12.4% 1,714,997 $238.7M
PM PHILIP MORRIS INTERNATIONAL
7.2%
Added +28.1% 2,488,707 $202.7M
DPZ DOMINO'S PIZZA INC
7.2%
Held 2,134,570 $201.0M
PEP PEPSICO INC
6.6%
Added +4.3% 1,967,897 $186.1M
EBAY EBAY INC
6.2%
Added +58.6% 3,073,912 $172.5M
JNJ JOHNSON & JOHNSON
6.1%
Added +13.6% 1,629,983 $170.4M
V VISA INC-CLASS A SHARES
5.6%
Held 597,748 $156.7M
BARD C R INC
5.6%
Added +17.0% 936,922 $155.9M
MMM 3M CO
5.1%
Added +2.3% 866,465 $142.4M
PG PROCTER & GAMBLE CO
5.0%
Added +7.5% 1,541,919 $139.5M
ADP AUTOMATIC DATA PROCESSING
4.9%
Added +3.6% 1,649,776 $137.5M
CL COLGATE-PALMOLIVE CO
2.4%
Held 972,598 $66.9M
CHH CHOICE HOTELS INTL INC
1.9%
Reduced −21.5% 961,757 $53.9M

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.