Fundsmith LLP
Terry Smith · As of Q4 2015 · filed Feb 16, 2016
| MSFT MICROSOFT CORP | 10.5% | Held | 7,531,685 | $417.9M |
| DR PEPPER SNAPPLE GROUP INC | 8.3% | Held | 3,553,749 | $331.2M |
| PM PHILIP MORRIS INTERNATIONAL | 8.0% | Added +14.0% | 3,616,490 | $317.9M |
| PEP PEPSICO INC | 7.7% | Added +4.1% | 3,087,414 | $308.5M |
| BCRUSD CR BARD INC | 7.5% | Added +12.8% | 1,587,842 | $300.4M |
| SYK STRYKER CORP | 7.5% | Added +9.5% | 3,198,463 | $297.3M |
| JNJ JOHNSON & JOHNSON | 7.3% | Added +5.3% | 2,840,028 | $291.7M |
| BDX BECTON DICKINSON AND CO | 6.1% | Held | 1,582,864 | $243.9M |
| MMM 3M CO | 5.7% | Held | 1,503,516 | $226.5M |
| V VISA INC-CLASS A SHARES | 5.4% | Added +7.1% | 2,791,621 | $216.5M |
| ADP AUTOMATIC DATA PROCESSING | 5.2% | Added +19.7% | 2,464,152 | $208.8M |
| IDXX IDEXX LABORATORIES INC | 4.6% | Added +182.9% | 2,491,168 | $181.7M |
| WAT WATERS CORP | 3.9% | Added +44.5% | 1,153,182 | $155.2M |
| PYPL PAYPAL HOLDINGS INC | 3.9% | Reduced −0.4% | 4,251,886 | $153.9M |
| PG PROCTER & GAMBLE CO | 3.7% | Held | 1,870,102 | $147.2M |
| SJM JM SMUCKER CO | 2.3% | New | 758,133 | $93.5M |
| CL COLGATE-PALMOLIVE CO | 2.2% | Added +3.6% | 1,293,729 | $85.7M |
| DNKN DUNKIN' BRANDS GROUP INC | 0.1% | Added +11.4% | 89,269 | $3.8M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| EBAY EBAY INC | 2,296,306 | $56.1M |
| DPZ DOMINO'S PIZZA INC | 45,290 | $4.9M |
| MAR MARRIOTT INTERNATIONAL -CL A | 54,182 | $3.7M |
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.