13F filing recap · Q2 2013
What did Fundsmith buy in Q2 2013?
Reported stock-position changes between this filing and the previous one.
Stock value
$1.42B
Positions
17
Estimated turnover
12.4%
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
SYKStryker Corp$130.75Mreported value+140.2K shares+7.5%DPSDr Pepper Snapple Group, Inc.$130.03Mreported value+228.7K shares+8.8%DPZDomino’s Pizza, Inc.$129.65Mreported value+31.6K shares+1.4%MSFTMicrosoft Corporation$121.77Mreported value+342.8K shares+10.8%BDXBecton Dickinson & Co$108.52Mreported value+48.5K shares+4.6%PGProcter & Gamble Co$100.23Mreported value+157.9K shares+13.8%MMM3m Company$91.32Mreported value+15.7K shares+1.9%JNJJohnson & Johnson$89.18Mreported value+96.2K shares+10.2%PEPPepsico, Inc.$80.00Mreported value+133.4K shares+15.8%WATWaters Corporation$74.47Mreported value+151.2K shares+25.5%PMPhilip Morris International Inc.$73.34Mreported value+117.5K shares+16.1%CHHChoice Hotels International Inc /de$56.46Mreported value+401.0K shares+39.3%CLColgate-Palmolive Company$44.97Mreported value+418.5K shares+114.2%MCDMcdonald’s Corporation$42.37Mreported value+109.5K shares+34.4%VVisa Inc.$24.47Mreported value+9.8K shares+7.9%