13F filing recap · Q3 2013
What did Fundsmith buy in Q3 2013?
Reported stock-position changes between this filing and the previous one.
Stock value
$1.50B
Positions
16
Estimated turnover
24.9%
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$141.34Mreported value+69.7K shares+3.5%MCDMcdonald’s Corporation$136.26Mreported value+3.67M shares+856.7%DPSDr Pepper Snapple Group, Inc.$136.10Mreported value+205.6K shares+7.3%BDXBecton Dickinson & Co$114.56Mreported value+47.4K shares+4.3%PEPPepsico, Inc.$91.33Mreported value+170.7K shares+17.4%PMPhilip Morris International Inc.$85.76Mreported value+143.6K shares+17.0%CLColgate-Palmolive Company$49.60Mreported value+56.1K shares+7.2%SIALSigma-Aldrich Corp$49.56Mreported value+168.7K shares+64.5%VVisa Inc.$47.51Mreported value+114.7K shares+85.7%