Terry Smith - Fundsmith Investment Services 13F Activity & Position Changes (Q2 2022)
According to the SEC 13F filed on Aug 15, 2022, the Fundsmith Investment Services portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2022. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2022, the filing reported:
New Buys - None reported
Increases - Adobe Inc., Amazon.com, Inc., Brown Forman Inc, Estee Lauder Companies, Inc. (T, IDEXX Laboratories, Inc., and 7 more
Reductions - None reported
Complete Exits - Starbucks Corporation
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2022
|
ADBE
Adobe Inc.
|
Buy |
+17,187
|
|
Q2 2022
|
AMZN
Amazon.com, Inc.
|
Buy |
+1,707,758
|
|
Q2 2022
|
BF-B
Brown Forman Inc
|
Buy |
+107,262
|
|
Q2 2022
|
EL
Estee Lauder Companies, Inc. (T
|
Buy |
+148,944
|
|
Q2 2022
|
IDXX
IDEXX Laboratories, Inc.
|
Buy |
+46,837
|
|
Q2 2022
|
MKC
McCormick & Company, Incorporat
|
Buy |
+482,442
|
|
Q2 2022
|
MSFT
Microsoft Corporation
|
Buy |
+221,693
|
|
Q2 2022
|
MTD
Mettler-Toledo International, I
|
Buy |
+8,978
|
|
Q2 2022
|
PEP
Pepsico, Inc.
|
Buy |
+82,343
|
|
Q2 2022
|
PM
Philip Morris International Inc
|
Buy |
+368,568
|
|
Q2 2022
|
SBUX
Starbucks Corporation
|
Sell - Position Exit |
-2,616,873
|
|
Q2 2022
|
SYK
Stryker Corporation
|
Buy |
+145,759
|
|
Q2 2022
|
V
Visa Inc.
|
Buy |
+216,107
|