Fundsmith as of Sept. 30, 2014
Portfolio Holdings for Fundsmith
Fundsmith holds 16 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| McDonald's Corporation (MCD) | 10.9 | $255M | 5.5M | 46.36 | |
| Dr Pepper Snapple | 9.3 | $217M | 3.4M | 64.31 | |
| Stryker Corporation (SYK) | 8.8 | $205M | 2.5M | 80.75 | |
| Pepsi (PEP) | 7.5 | $176M | 1.9M | 93.09 | |
| Becton, Dickinson and (BDX) | 7.4 | $174M | 1.5M | 113.81 | |
| Domino's Pizza (DPZ) | 7.0 | $164M | 2.1M | 76.96 | |
| Philip Morris International (PM) | 6.9 | $162M | 1.9M | 83.40 | |
| Johnson & Johnson (JNJ) | 6.5 | $153M | 1.4M | 106.59 | |
| Visa (V) | 5.5 | $128M | 598k | 213.37 | |
| 3M Company (MMM) | 5.1 | $120M | 847k | 141.68 | |
| Procter & Gamble Company (PG) | 5.1 | $120M | 1.4M | 83.74 | |
| Automatic Data Processing (ADP) | 5.0 | $116M | 1.6M | 72.88 | |
| Sigma-Aldrich Corporation | 4.9 | $114M | 801k | 142.49 | |
| eBay (EBAY) | 4.7 | $110M | 1.9M | 56.63 | |
| Choice Hotels International (CHH) | 2.7 | $64M | 1.2M | 51.82 | |
| Colgate-Palmolive Company (CL) | 2.7 | $63M | 973k | 64.86 |
