Fundsmith LLP
Terry Smith · As of Q4 2016 · filed Feb 13, 2017
| MSFT MICROSOFT CORP | 8.4% | Added +2.7% | 10,202,283 | $641.6M |
| SYK STRYKER CORP | 7.9% | Added +19.6% | 4,949,396 | $596.6M |
| BCRUSD CR BARD INC | 7.4% | New | 2,500,869 | $560.4M |
| IDXX IDEXX LABORATORIES INC | 7.0% | Reduced −0.3% | 4,476,866 | $528.6M |
| PEP PEPSICO INC | 6.9% | Added +8.4% | 4,991,525 | $524.1M |
| PYPL PAYPAL HOLDINGS INC | 6.6% | Added +5.7% | 12,595,293 | $503.3M |
| DR PEPPER SNAPPLE GROUP INC | 6.4% | Added +34.3% | 5,304,854 | $482.5M |
| JNJ JOHNSON & JOHNSON | 6.2% | Added +3.0% | 4,103,392 | $473.9M |
| PM PHILIP MORRIS INTERNATIONAL | 6.2% | Added +3.8% | 5,153,071 | $472.7M |
| SJM JM SMUCKER CO | 6.2% | Reduced −0.0% | 3,622,364 | $467.8M |
| WAT WATERS CORP | 5.5% | Added +1.7% | 3,083,357 | $414.7M |
| ADP AUTOMATIC DATA PROCESSING | 5.3% | New | 3,878,243 | $401.2M |
| V VISA INC-CLASS A SHARES | 5.1% | Added +0.2% | 4,952,292 | $388.0M |
| BDX BECTON DICKINSON AND CO | 4.9% | New | 2,224,922 | $369.7M |
| MMM 3M CO | 4.6% | Reduced −0.4% | 1,960,542 | $349.8M |
| EL ESTEE LAUDER COMPANIES-CL A | 3.7% | Added +4.7% | 3,590,783 | $277.5M |
| CL COLGATE-PALMOLIVE CO | 1.7% | Added +1.0% | 1,925,410 | $126.8M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.2% | Reduced −10.2% | 176,436 | $15.0M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BARD C R INC | 2,498,181 | $559.6M |
| BECTON DICKINSON & CO | 2,055,436 | $369.4M |
| AUTOMATIC DATA PROCESSING IN | 3,869,666 | $341.3M |
| ORCL ORACLE CORP | 22,526 | $881K |
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.