Terry Smith - Fundsmith 13F Activity & Position Changes (Q1 2013)
According to the SEC 13F filed on Aug 14, 2026, the Fundsmith portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2013. 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 Q1 2013, the filing reported:
New Buys - Choice Hotels International, In, Colgate-Palmolive Company, Domino's Pizza Inc, Johnson & Johnson, McDonald's Corporation, and 8 more
Increases - None reported
Reductions - None reported
Complete Exits - None 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 |
|---|---|---|---|
|
Q1 2013
|
CHH
Choice Hotels International, In
|
Buy - Position Entry |
+14,067
|
|
Q1 2013
|
CL
Colgate-Palmolive Company
|
Buy - Position Entry |
+4,668
|
|
Q1 2013
|
DPZ
Domino's Pizza Inc
|
Buy - Position Entry |
+11,769
|
|
Q1 2013
|
JNJ
Johnson & Johnson
|
Buy - Position Entry |
+9,071
|
|
Q1 2013
|
MCD
McDonald's Corporation
|
Buy - Position Entry |
+1,670
|
|
Q1 2013
|
MMM
3M Company
|
Buy - Position Entry |
+8,475
|
|
Q1 2013
|
MSFT
Microsoft Corporation
|
Buy - Position Entry |
+23,934
|
|
Q1 2013
|
PEP
Pepsico, Inc.
|
Buy - Position Entry |
+10,203
|
|
Q1 2013
|
PG
Procter & Gamble Company (The)
|
Buy - Position Entry |
+10,611
|
|
Q1 2013
|
PM
Philip Morris International Inc
|
Buy - Position Entry |
+7,133
|
|
Q1 2013
|
SYK
Stryker Corporation
|
Buy - Position Entry |
+14,676
|
|
Q1 2013
|
V
Visa Inc.
|
Buy - Position Entry |
+1,964
|
|
Q1 2013
|
WAT
Waters Corporation
|
Buy - Position Entry |
+6,951
|