Fundsmith LLP
Terry Smith · As of Q4 2017 · filed Feb 13, 2018
| PYPL PAYPAL HOLDINGS INC | 9.1% | New | 14,461,577 | $1.06B |
| MSFT MICROSOFT CORP | 8.1% | Added +0.1% | 11,091,160 | $948.7M |
| DR PEPPER SNAPPLE GROUP INC | 7.3% | Added +16.7% | 8,742,447 | $848.5M |
| WAT WATERS CORP | 7.2% | Added +0.2% | 4,365,313 | $843.3M |
| BCRUSD CR BARD INC | 7.1% | Reduced −1.8% | 2,483,956 | $822.8M |
| SYK STRYKER CORP | 6.8% | Reduced −0.7% | 5,138,240 | $795.6M |
| PM PHILIP MORRIS INTERNATIONAL | 6.8% | Added +20.1% | 7,507,597 | $793.2M |
| PEP PEPSICO INC | 6.0% | Added +4.4% | 5,803,600 | $696.0M |
| IDXX IDEXX LABORATORIES INC | 5.9% | Reduced −76.2% | 4,404,756 | $688.8M |
| V VISA INC-CLASS A SHARES | 5.6% | Added +9.9% | 5,732,658 | $653.6M |
| ADP AUTOMATIC DATA PROCESSING | 5.5% | Reduced −0.5% | 5,523,192 | $647.3M |
| MMM 3M CO | 5.4% | Added +2.8% | 2,689,620 | $633.1M |
| JNJ JOHNSON & JOHNSON | 5.2% | Reduced −1.0% | 4,331,856 | $605.2M |
| BDX BECTON DICKINSON AND CO | 4.2% | Held | 2,301,915 | $492.7M |
| EL ESTEE LAUDER COMPANIES-CL A | 4.2% | Held | 3,844,901 | $489.2M |
| INTU INTUIT INC | 3.7% | Added +26.2% | 2,757,670 | $435.1M |
| CL COLGATE-PALMOLIVE CO | 1.6% | Added +0.7% | 2,495,261 | $188.3M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.2% | Reduced −24.4% | 139,695 | $19.0M |
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.