Terry Smith - Fundsmith 13F Activity & Position Changes (Q2 2015)
According to the SEC 13F filed on Aug 14, 2026, the Fundsmith portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2015. 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
|