Fundsmith LLP — Q4 2013 13F Holdings

Name: Fundsmith LLP — 13F Holdings, Q4 2013
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001569205

Total reported value

$12.8B

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SYK	Stryker CORP	Stock-Healthcare	9.86%	+0.27%	+1.11%
2	MCD	Mcdonald's CORP	Stock-Consumer Disc	9.62%	—	+1.17%
3	DPZ	Domino's Pizza INC	Stock-Consumer Disc	9.23%	—	-4.26%
4	KDP	Keurig Dr Pepper Inc.	Stock-Consumer Staples	9.18%	—	—
5	BDX	Becton, Dickinson and Company	Stock-Healthcare	8.07%	—	+2.70%
6	MMM	3m Co	Stock-Industrials	7.27%	—	—
7	ADP	Automatic Data Processing, Inc.	Stock-Tech	7.06%	—	—
8	PG	Procter & Gamble Co/the	Stock-Consumer Staples	6.58%	+1.17%	—
9	PEP	Pepsico INC	Stock-Consumer Staples	6.33%	—	+7.06%
10	PM	Philip Morris International	Stock-Consumer Staples	6.05%	+0.85%	+13.02%
11	JNJ	Johnson & Johnson	Stock-Healthcare	5.92%	—	+0.21%
12	CHH	Choice Hotels Intl INC	Stock-Consumer Disc	4.30%	—	-0.78%
13	✓		Stock-Other	3.68%	—	+3.07%
14	V	Visa Inc-class A Shares	Stock-Financials	3.44%	+0.07%	—
15	CL	Colgate-palmolive Co	Stock-Consumer Staples	3.40%	—	—

Position changes disclosed by Fundsmith LLP for the quarter ending Q4 2013, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MMM	3m Co	+0.6%	—	Unchanged
2	MCD	Mcdonald's CORP	+0.6%	+1.17%	Add
3	SYK	Stryker CORP	+0.5%	+1.11%	Add
4	BDX	Becton, Dickinson and Company	+0.5%	+2.70%	Add
5	✓		+0.4%	+3.07%	Add
6	PM	Philip Morris International	+0.3%	+13.02%	Add
7	V	Visa Inc-class A Shares	+0.3%	—	Unchanged
8	ADP	Automatic Data Processing, Inc.	+0.3%	—	Unchanged
9	PEP	Pepsico INC	+0.3%	+7.06%	Add
10	CHH	Choice Hotels Intl INC	+0.2%	-0.78%	Trim
11	KDP	Keurig Dr Pepper Inc.	+0.1%	—	Unchanged
12	CL	Colgate-palmolive Co	+0.1%	—	Unchanged
13	PG	Procter & Gamble Co/the	0%	—	Unchanged
14	JNJ	Johnson & Johnson	-0.1%	+0.21%	Add
15	DPZ	Domino's Pizza INC	-0.9%	-4.26%	Trim
16	WAT	Waters CORP	—	EXIT	Sold out