Terry Smith - Fundsmith

History Stock Activity ▲ Share change % change to portfolio
Q3  2021
≡ QLYS - Qualys Inc. Add 0.36% 3,839 0.00
≡ WING - Wingstop Inc. Add 0.36% 2,016 0.00
≡ CL - Colgate-Palmolive Add 0.62% 759 0.00
≡ JNJ - Johnson & Johnson Add 0.67% 47,863 0.02
≡ V - Visa Inc. Add 0.90% 58,709 0.04
≡ WAT - Waters Corp. Add 2.34% 103,155 0.10
≡ MKC - McCormick & Co. Add 5.11% 908,972 0.20
≡ PG - Procter & Gamble Add 5.99% 17,977 0.01
≡ ZTS - Zoetis Inc. Add 9.04% 19,947 0.01
≡ BF.B - Brown-Forman Corp. Add 14.50% 1,826,621 0.34
≡ ANSS - ANSYS Inc. Add 14.93% 60,374 0.06
≡ VRSN - Verisign Inc. Add 17.80% 104,750 0.06
≡ CHD - Church & Dwight Add 19.50% 1,798,374 0.41
≡ IPGP - IPG Photonics Corp. Add 26.05% 165,004 0.07
≡ SABR - Sabre Corp. Add 28.96% 4,511,772 0.15
≡ WNS - WNS Holdings ADR Add 59.12% 70,191 0.01
≡ HD - Home Depot Add 3314.02% 143,994 0.13
≡ G - Genpact Ltd. Buy 305,208 0.04
≡ AMZN - Amazon.com Inc. Buy 7,357,220 3.34
≡ FTNT - Fortinet Inc. Reduce 15.64% 588,075 0.09
≡ ADP - Automatic Data Processing Inc. Reduce 0.01% 766 0.00
≡ IDXX - IDEXX Laboratories Reduce 0.01% 260 0.00
≡ INTU - Intuit Inc. Reduce 0.01% 360 0.00
≡ MSFT - Microsoft Corp. Reduce 0.01% 655 0.00
≡ PYPL - PayPal Holdings Inc. Reduce 0.01% 650 0.00
≡ SBUX - Starbucks Corp. Reduce 0.01% 1,259 0.00
≡ MAR - Marriott Int'l. Sell 100.00% 297,432 0.11
≡ BDX - Becton Dickinson Sell 100.00% 4,328,550 2.92
Q2  2021
≡ META - Meta Platforms Inc. Add 0.10% 6,488 0.01
≡ SYK - Stryker Corp. Add 0.11% 7,637 0.01
≡ INTU - Intuit Inc. Add 0.12% 5,639 0.01
≡ SBUX - Starbucks Corp. Add 0.24% 25,856 0.01
≡ WAT - Waters Corp. Add 0.33% 14,495 0.01
≡ EL - Estee Lauder Cos. Add 0.34% 23,440 0.02
≡ MAR - Marriott Int'l. Add 0.42% 1,251 0.00
≡ IDXX - IDEXX Laboratories Add 0.52% 21,850 0.04
≡ QLYS - Qualys Inc. Add 0.53% 5,608 0.00
≡ PEP - PepsiCo Inc. Add 0.54% 54,158 0.02
≡ AOS - A.O. Smith Corp. Add 0.55% 9,690 0.00
≡ CGNX - Cognex Corp. Add 0.55% 8,879 0.00
≡ EFX - Equifax Inc. Add 0.55% 3,723 0.00
≡ FTNT - Fortinet Inc. Add 0.55% 20,610 0.00
≡ IPGP - IPG Photonics Corp. Add 0.55% 3,471 0.00
≡ MASI - Masimo Corp. Add 0.55% 2,375 0.00
≡ MSCI - MSCI Inc. Add 0.55% 1,149 0.00
≡ PAYC - Paycom Software Inc. Add 0.55% 1,190 0.00
≡ VRSN - Verisign Inc. Add 0.55% 3,226 0.00
≡ V - Visa Inc. Add 0.68% 44,008 0.03
≡ CL - Colgate-Palmolive Add 1.75% 2,102 0.00
≡ MKC - McCormick & Co. Add 3.39% 584,488 0.14
≡ ZTS - Zoetis Inc. Add 3.93% 8,348 0.00
≡ SABR - Sabre Corp. Add 4.35% 650,072 0.02
≡ JNJ - Johnson & Johnson Add 7.75% 514,862 0.24
≡ TSM - Taiwan Semiconductor S.A. Add 9.88% 11,652 0.00
≡ NKE - NIKE Inc. Add 10.45% 828,386 0.35
≡ BF.B - Brown-Forman Corp. Add 12.15% 1,364,294 0.28
≡ ANSS - ANSYS Inc. Add 12.74% 45,670 0.04
≡ VRSK - Verisk Analytics Inc. Add 12.85% 89,892 0.04
≡ ROL - Rollins Inc. Add 21.62% 398,260 0.04
≡ WING - Wingstop Inc. Add 25.34% 113,394 0.05
≡ CHD - Church & Dwight Add 48.22% 3,000,761 0.71
≡ PG - Procter & Gamble Add 255.01% 215,641 0.08
≡ WNS - WNS Holdings ADR Buy 118,721 0.03
≡ HD - Home Depot Reduce 17.47% 920 0.00
≡ ADP - Automatic Data Processing Inc. Reduce 0.23% 16,705 0.01
≡ PM - Philip Morris Intl. Reduce 0.18% 34,952 0.01
≡ BDX - Becton Dickinson Reduce 0.15% 6,321 0.00
≡ MSFT - Microsoft Corp. Reduce 0.12% 14,272 0.01
≡ PYPL - PayPal Holdings Inc. Reduce 0.12% 15,280 0.01
Q1  2021
≡ META - Meta Platforms Inc. Add 0.23% 14,774 0.01
≡ EL - Estee Lauder Cos. Add 0.30% 20,343 0.02
≡ ADP - Automatic Data Processing Inc. Add 0.37% 25,988 0.02
≡ ANSS - ANSYS Inc. Add 0.42% 1,505 0.00
≡ CGNX - Cognex Corp. Add 0.42% 6,760 0.00
≡ EFX - Equifax Inc. Add 0.42% 2,834 0.00
≡ FTNT - Fortinet Inc. Add 0.42% 15,685 0.00
≡ IPGP - IPG Photonics Corp. Add 0.42% 2,643 0.00
≡ MASI - Masimo Corp. Add 0.42% 1,809 0.00
≡ MSCI - MSCI Inc. Add 0.42% 876 0.00
≡ PAYC - Paycom Software Inc. Add 0.42% 906 0.00
≡ NKE - NIKE Inc. Add 2.51% 193,924 0.08
≡ SBUX - Starbucks Corp. Add 2.68% 279,348 0.10
≡ JNJ - Johnson & Johnson Add 3.88% 248,335 0.13
≡ PEP - PepsiCo Inc. Add 3.98% 384,256 0.17
≡ SYK - Stryker Corp. Add 5.60% 371,593 0.29
≡ V - Visa Inc. Add 6.05% 370,101 0.25
≡ MAR - Marriott Int'l. Add 6.57% 18,261 0.01
≡ MKC - McCormick & Co. Add 6.73% 1,086,376 0.31
≡ CL - Colgate-Palmolive Add 7.09% 7,950 0.00
≡ BF.B - Brown-Forman Corp. Add 9.52% 975,848 0.21
≡ SABR - Sabre Corp. Add 9.67% 1,316,243 0.06
≡ CHD - Church & Dwight Add 10.52% 592,157 0.16
≡ QLYS - Qualys Inc. Add 13.63% 127,279 0.04
≡ VRSK - Verisk Analytics Inc. Add 15.07% 91,668 0.05
≡ VRSN - Verisign Inc. Add 17.40% 86,738 0.05
≡ AOS - A.O. Smith Corp. Add 18.07% 269,119 0.06
≡ ZTS - Zoetis Inc. Add 75.37% 91,204 0.05
≡ PG - Procter & Gamble Add 121.54% 46,392 0.02
≡ HD - Home Depot Buy 5,265 0.01
≡ WING - Wingstop Inc. Buy 447,555 0.18