13F filing recap · Q1 2014
What did Fundsmith buy in Q1 2014?
Reported stock-position changes between this filing and the previous one.
Stock value
$1.91B
Positions
15
Estimated turnover
18.7%
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$181.35Mreported value+111.6K shares+5.3%SIALSigma-Aldrich Corp$178.68Mreported value+765.9K shares+172.7%MCDMcdonald’s Corporation$175.85Mreported value+147.8K shares+3.6%DPSDr Pepper Snapple Group, Inc.$175.28Mreported value+181.9K shares+6.0%BDXBecton Dickinson & Co$168.03Mreported value+258.9K shares+22.0%PEPPepsico, Inc.$134.38Mreported value+379.5K shares+30.9%ADPAutomatic Data Processing Inc$121.41Mreported value+163.0K shares+11.6%PMPhilip Morris International Inc.$114.51Mreported value+279.4K shares+25.0%JNJJohnson & Johnson$113.25Mreported value+112.1K shares+10.8%PGProcter & Gamble Co$113.09Mreported value+112.5K shares+8.6%VVisa Inc.$80.03Mreported value+122.1K shares+49.1%