13F filing recap · Q3 2014
What did Fundsmith buy in Q3 2014?
Reported stock-position changes between this filing and the previous one.
Stock value
$2.34B
Positions
16
Estimated turnover
6.2%
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
MCDMcdonald’s Corporation$254.47Mreported value+232.7K shares+4.4%DPSDr Pepper Snapple Group, Inc.$217.05Mreported value+28.4K shares+0.8%SYKStryker Corp$205.03Mreported value+79.6K shares+3.2%BDXBecton Dickinson & Co$173.66Mreported value+101.2K shares+7.1%PMPhilip Morris International Inc.$162.04Mreported value+158.8K shares+8.9%JNJJohnson & Johnson$152.88Mreported value+130.9K shares+10.0%VVisa Inc.$127.54Mreported value+15.8K shares+2.7%PGProcter & Gamble Co$120.06Mreported value+19.4K shares+1.4%MMM3m Company$119.95Mreported value+11.6K shares+1.4%ADPAutomatic Data Processing Inc$116.05Mreported value+20.8K shares+1.3%SIALSigma-Aldrich Corp$114.07Mreported value+102.6K shares+14.7%EBAYEbay Inc.$109.77Mreported value+748.1K shares+62.8%CLColgate-Palmolive Company$63.08Mreported value+101.7K shares+11.7%