Terry Smith - Fundsmith 13F Activity & Position Changes (Q2 2015)
As of Jun 30, 2015, 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 Q2 2015, the filing reported:
Increases - Colgate-Palmolive Company, eBay Inc., IDEXX Laboratories, Inc., Johnson & Johnson, Marriott International, and 6 more
Reductions - Domino's Pizza Inc
Complete Exits - Choice Hotels International, In
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 2015
|
ADP
Automatic Data Processing, Inc.
|
Buy - Position Entry |
+1,762,562
|
|
Q2 2015
|
BDX
Becton, Dickinson and Company
|
Buy - Position Entry |
+1,651,879
|
|
Q2 2015
|
CHH
Choice Hotels International, In
|
Sell - Position Exit |
-553,589
|
|
Q2 2015
|
CL
Colgate-Palmolive Company
|
Buy |
+166,248
|
|
Q2 2015
|
DPZ
Domino's Pizza Inc
|
Sell |
-705,183
|
|
Q2 2015
|
EBAY
eBay Inc.
|
Buy |
+294,037
|
|
Q2 2015
|
IDXX
IDEXX Laboratories, Inc.
|
Buy |
+41,347
|
|
Q2 2015
|
JNJ
Johnson & Johnson
|
Buy |
+410,766
|
|
Q2 2015
|
MAR
Marriott International
|
Buy |
+4,758
|
|
Q2 2015
|
MMM
3M Company
|
Buy |
+320,099
|
|
Q2 2015
|
MSFT
Microsoft Corporation
|
Buy |
+8,140
|
|
Q2 2015
|
PEP
Pepsico, Inc.
|
Buy |
+399,893
|
|
Q2 2015
|
PM
Philip Morris International Inc
|
Buy |
+37,095
|
|
Q2 2015
|
SYK
Stryker Corporation
|
Buy |
+68,601
|
|
Q2 2015
|
V
Visa Inc.
|
Buy |
+11,287
|