Terry Smith - Fundsmith 13F Activity & Position Changes (Q3 2013)
As of Sep 30, 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 Q3 2013, the filing reported:
New Buys - None reported
Increases - Colgate-Palmolive Company, Domino's Pizza Inc, McDonald's Corporation, Procter & Gamble Company (The), Philip Morris International Inc, and 2 more
Complete Exits - Automatic Data Processing, Inc., Becton, Dickinson and Company, Microsoft Corporation
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 2013
|
ADP
Automatic Data Processing, Inc.
|
Sell - Position Exit |
-1,408,541
|
|
Q3 2013
|
BDX
Becton, Dickinson and Company
|
Sell - Position Exit |
-1,098,017
|
|
Q3 2013
|
CL
Colgate-Palmolive Company
|
Buy |
+56,136
|
|
Q3 2013
|
DPZ
Domino's Pizza Inc
|
Buy |
+1,968,103
|
|
Q3 2013
|
JNJ
Johnson & Johnson
|
Sell |
-1,792,428
|
|
Q3 2013
|
MCD
McDonald's Corporation
|
Buy |
+3,055,832
|
|
Q3 2013
|
MSFT
Microsoft Corporation
|
Sell - Position Exit |
-427,999
|
|
Q3 2013
|
PEP
Pepsico, Inc.
|
Sell |
-2,376,223
|
|
Q3 2013
|
PG
Procter & Gamble Company (The)
|
Buy |
+455,095
|
|
Q3 2013
|
PM
Philip Morris International Inc
|
Buy |
+12,231
|
|
Q3 2013
|
SYK
Stryker Corporation
|
Buy |
+69,742
|
|
Q3 2013
|
V
Visa Inc.
|
Buy |
+114,740
|
|
Q3 2013
|
WAT
Waters Corporation
|
Sell |
-295,256
|