Terry Smith - Fundsmith 13F Activity & Position Changes (Q1 2013)
As of Mar 31, 2013, the Fundsmith portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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
|