13F filing recap · Q2 2015
What did Fundsmith buy in Q2 2015?
Reported stock-position changes between this filing and the previous one.
Stock value
$3.18B
Positions
19
Estimated turnover
10.3%
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
MSFTMicrosoft Corporation$317.60Mreported value+8.1K shares+0.1%SYKStryker Corp$264.10Mreported value+68.6K shares+2.5%EBAYEbay Inc.$257.17Mreported value+294.0K shares+7.4%PEPPepsico, Inc.$239.90Mreported value+399.9K shares+18.4%PMPhilip Morris International Inc.$238.86Mreported value+37.1K shares+1.3%JNJJohnson & Johnson$225.41Mreported value+410.8K shares+21.6%BCRC.r. Bard, Inc.$216.22Mreported value+113.3K shares+9.8%MMM3m Company$191.48Mreported value+320.1K shares+34.8%VVisa Inc.$171.76Mreported value+11.3K shares+0.4%CLColgate-Palmolive Company$81.64Mreported value+166.2K shares+15.4%IDXXIdexx Laboratories Inc /de$4.29Mreported value+41.3K shares+162.2%MARMarriott International Inc /md/$4.03Mreported value+4.8K shares+9.6%