13F filing recap · Q1 2023
What did Lindsell Train buy in Q1 2023?
Reported stock-position changes between this filing and the previous one.
Stock value
$5.73B
Positions
29
Estimated turnover
3.0%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Increased positions
PEPPepsico, Inc.$657.83Mreported value+45.4K shares+1.3%DISWalt Disney Co/$563.88Mreported value+200.6K shares+3.7%PYPLPayPal Holdings, Inc.$408.88Mreported value+94.6K shares+1.8%MANUManchester United Plc$245.09Mreported value+46.5K shares+0.4%BF-ABrown-Forman Corp$191.10Mreported value+3.5K shares+0.1%ORCLOracle Corporation$1.78Mreported value+600 shares+3.2%GOOGLAlphabet Inc.$1.75Mreported value+850 shares+5.3%CLColgate-Palmolive Company$1.36Mreported value+1.2K shares+7.1%VRSKVerisk Analytics, Inc.$1.30Mreported value+300 shares+4.6%ADBEAdobe Inc.$1.29Mreported value+350 shares+11.6%CMECme Group Inc.$1.13Mreported value+300 shares+5.4%TROWPrice T Rowe Group Inc$1.11Mreported value+200 shares+2.1%