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LONDON, X0 · CIK 0001569205
Portfolio Value
$2.34B
Positions
17
New
0
Increased
14
Decreased
1
Sold Out
0
Fundsmith LLP (LONDON, X0) reported a portfolio value of $2.34B across 17 positions in their Q3 2014 SEC 13F filing (period ending 2014-09-30). The top 10 positions account for 79.1% of the portfolio.
Top 17 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MCDMICROSOFT | $254.47M | 10.88% | +4.4% |
| 2 | AAPLDR PEPPER SNAPPLE GROUP INC | $217.05M | 9.28% | +0.8% |
| 3 | DR PEPPER SNAPPLE GROUP INC | $217.05M | 9.28% | +0.8% |
| 4 | SYKSTRYKER CORP | $205.03M | 8.77% | +3.2% |
| 5 | PEPPEPSICO INC | $175.62M | 7.51% | - |
| 6 | BDXBECTON DICKINSON & CO | $173.66M | 7.42% | +7.1% |
| 7 | DPZDOMINOS PIZZA INC | $164.28M | 7.02% | - |
| 8 | PMPHILIP MORRIS INTL INC | $162.04M | 6.93% | +8.9% |
| 9 | JNJJOHNSON & JOHNSON | $152.88M | 6.54% | +10.0% |
| 10 | VVISA INC | $127.54M | 5.45% | +2.7% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| MCDMICROSOFT | $254.47M | 5,488,976 | +4.4% |
| AAPLDR PEPPER SNAPPLE GROUP INC | $217.05M | 3,375,072 | +0.8% |
| DR PEPPER SNAPPLE GROUP INC | $217.05M | 3,375,072 | +0.8% |
| SYKSTRYKER CORP | $205.03M | 2,539,116 | +3.2% |
| BDXBECTON DICKINSON & CO | $173.66M | 1,525,906 | +7.1% |
| PMPHILIP MORRIS INTL INC | $162.04M | 1,942,923 | +8.9% |
| JNJJOHNSON & JOHNSON | $152.88M | 1,434,318 | +10.0% |
| VVISA INC | $127.54M | 597,748 | +2.7% |
| PGPROCTER & GAMBLE CO | $120.06M | 1,433,679 | +1.4% |
| MMM3M CO | $119.95M | 846,655 | +1.4% |
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