Fundsmith as of June 30, 2018
Portfolio Holdings for Fundsmith
Fundsmith holds 17 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paypal Holdings (PYPL) | 9.4 | $1.3B | 15M | 83.27 | |
| McDonald's Corporation (MCD) | 8.9 | $1.2B | 12M | 98.61 | |
| Facebook Inc cl a (META) | 8.0 | $1.1B | 5.5M | 194.32 | |
| IDEXX Laboratories (IDXX) | 7.2 | $965M | 4.4M | 217.94 | |
| Stryker Corporation (SYK) | 6.9 | $932M | 5.5M | 168.86 | |
| Waters Corporation (WAT) | 6.8 | $916M | 4.7M | 193.59 | |
| Becton, Dickinson and (BDX) | 6.7 | $895M | 3.7M | 239.56 | |
| Philip Morris International (PM) | 6.3 | $846M | 11M | 80.74 | |
| Pepsi (PEP) | 6.2 | $836M | 7.7M | 108.87 | |
| Intuit (INTU) | 6.0 | $811M | 4.0M | 204.30 | |
| Automatic Data Processing (ADP) | 5.8 | $776M | 5.8M | 134.14 | |
| Visa (V) | 5.6 | $758M | 5.7M | 132.45 | |
| Estee Lauder Companies (EL) | 5.2 | $702M | 4.9M | 142.69 | |
| 3M Company (MMM) | 5.0 | $669M | 3.4M | 196.72 | |
| Johnson & Johnson (JNJ) | 4.1 | $553M | 4.6M | 121.34 | |
| Colgate-Palmolive Company (CL) | 1.7 | $233M | 3.6M | 64.81 | |
| Marriott International (MAR) | 0.1 | $17M | 138k | 126.59 |
