Terry Smith - Fundsmith Investment Services 13F Activity & Position Changes (Q3 2023)

As of Sep 30, 2023, the Fundsmith Investment Services portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 2023. 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 Q3 2023, the filing reported:

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
Q3 2023
ADP
Automatic Data Processing, Inc.
Buy
+597
Q3 2023
CHD
Church & Dwight Company, Inc.
Buy
+68,273
Q3 2023
EL
Estee Lauder Companies, Inc. (T
Sell - Position Exit
-1,637,837
Q3 2023
FCNCA
First Citizens BancShares, Inc.
Buy
+2,281
Q3 2023
FTNT
Fortinet, Inc.
Buy
+651,599
Q3 2023
GOOGL
Alphabet Inc.
Buy
+904
Q3 2023
HD
Home Depot, Inc. (The)
Buy
+431
Q3 2023
IDXX
IDEXX Laboratories, Inc.
Sell
-29,936
Q3 2023
JNJ
Johnson & Johnson
Buy
+799
Q3 2023
MA
Mastercard Incorporated
Buy
+183
Q3 2023
MAR
Marriott International
Buy
+1,271,972
Q3 2023
MCD
McDonald's Corporation
Buy - Position Entry
+29,341
Q3 2023
MKC
McCormick & Company, Incorporat
Buy
+1,619
Q3 2023
MSFT
Microsoft Corporation
Sell
-123,261
Q3 2023
MTD
Mettler-Toledo International, I
Buy
+1,766
Q3 2023
OTIS
Otis Worldwide Corporation
Buy
+759
Q3 2023
PEP
Pepsico, Inc.
Buy
+680
Q3 2023
PG
Procter & Gamble Company (The)
Buy
+914
Q3 2023
PM
Philip Morris International Inc
Buy
+64,586
Q3 2023
SYK
Stryker Corporation
Buy
+604
Q3 2023
V
Visa Inc.
Buy
+612
Q3 2023
WAT
Waters Corporation
Buy
+80,889
Q3 2023
ZTS
Zoetis Inc.
Buy
+649