13F filing recap · Q2 2022
What did Fundsmith buy in Q2 2022?
Reported stock-position changes between this filing and the previous one.
Stock value
$22.66B
Positions
43
Estimated turnover
9.2%
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
MSFTMicrosoft Corporation$2.57Breported value+2.1K shares+0.0%PMPhilip Morris International Inc.$1.63Breported value+21.1K shares+0.1%ELEstee Lauder Companies Inc$1.52Breported value+156.4K shares+2.7%MKCMccormick & Company, Incorporated$1.29Breported value+6.2K shares+0.0%IDXXIdexx Laboratories Inc /de$1.27Breported value+813 shares+0.0%WATWaters Corporation$1.22Breported value+1.7K shares+0.0%SYKStryker Corp$1.20Breported value+203.7K shares+3.5%ADPAutomatic Data Processing Inc$1.17Breported value+2.5K shares+0.0%VVisa Inc.$1.11Breported value+2.3K shares+0.0%METAMeta Platforms, Inc.$883.24Mreported value+550 shares+0.0%BF.BBrown-Forman Corp$856.87Mreported value+429.1K shares+3.6%CHDChurch & Dwight Co., Inc.$782.45Mreported value+6.2K shares+0.1%ADBEAdobe Inc.$771.97Mreported value+185.7K shares+9.7%AMZNAmazon.com Inc$720.00Mreported value+6.44M shares+1900.3%NKENike, Inc.$687.58Mreported value+1.3K shares+0.0%MTDMettler-Toledo International Inc.$620.86Mreported value+127.8K shares+31.0%FTNTFortinet, Inc.$129.52Mreported value+1.83M shares+395.5%VRSNVeriSign Inc/ca$111.69Mreported value+41.0K shares+6.5%CGNXCognex Corporation$86.62Mreported value+130.1K shares+6.8%JNJJohnson & Johnson$48.54Mreported value+31.0K shares+12.8%PGProcter & Gamble Co$44.95Mreported value+2.3K shares+0.7%HDHome Depot, Inc.$41.55Mreported value+3.4K shares+2.3%GOOGLAlphabet Inc.$41.54Mreported value+820 shares+0.2%ZTSZoetis Inc.$38.17Mreported value+1.6K shares+0.7%TSMTaiwan Semiconductor Manufacturing$12.72Mreported value+13.8K shares+9.8%