Terry Smith - Fundsmith

History Stock Activity ▼ Share change % change to portfolio
Q3  2020
≡ QLYS - Qualys Inc. Add 30.44% 189,908 0.07
≡ SBUX - Starbucks Corp. Add 24.54% 2,045,505 0.69
≡ VRSN - Verisign Inc. Add 19.08% 68,824 0.05
≡ SABR - Sabre Corp. Add 10.57% 971,182 0.02
≡ WAT - Waters Corp. Add 10.23% 398,223 0.30
≡ PAYC - Paycom Software Inc. Add 9.63% 18,868 0.02
≡ IPGP - IPG Photonics Corp. Add 8.99% 51,681 0.03
≡ NKE - NIKE Inc. Add 7.02% 508,364 0.25
≡ ADP - Automatic Data Processing Inc. Add 6.77% 438,763 0.24
≡ BF.B - Brown-Forman Corp. Add 3.94% 388,904 0.11
≡ BDX - Becton Dickinson Add 2.33% 98,915 0.09
≡ PEP - PepsiCo Inc. Add 1.41% 123,478 0.07
≡ SYK - Stryker Corp. Add 1.17% 72,591 0.06
≡ PM - Philip Morris Intl. Add 0.66% 127,460 0.04
≡ EL - Estee Lauder Cos. Add 0.62% 41,759 0.04
≡ JNJ - Johnson & Johnson Add 0.10% 6,119 0.00
≡ INTU - Intuit Inc. Add 0.09% 4,324 0.01
≡ FTNT - Fortinet Inc. Buy 1,062,225 0.10
≡ CL - Colgate-Palmolive Buy 107,251 0.03
Q2  2020
≡ SBUX - Starbucks Corp. Add 214.62% 5,686,925 1.83
≡ NKE - NIKE Inc. Add 212.33% 4,924,683 2.11
≡ JNJ - Johnson & Johnson Add 19.07% 1,025,710 0.63
≡ SABR - Sabre Corp. Add 15.53% 1,234,759 0.04
≡ PM - Philip Morris Intl. Add 13.82% 2,352,902 0.72
≡ PAYC - Paycom Software Inc. Add 12.21% 21,320 0.03
≡ BDX - Becton Dickinson Add 11.32% 431,265 0.45
≡ PEP - PepsiCo Inc. Add 9.91% 792,638 0.46
≡ MAR - Marriott Int'l. Add 6.39% 11,040 0.00
≡ CGNX - Cognex Corp. Add 6.20% 93,594 0.02
≡ MKC - McCormick & Co. Add 5.89% 838,746 0.33
≡ SYK - Stryker Corp. Add 4.61% 273,222 0.21
≡ ADP - Automatic Data Processing Inc. Add 3.29% 206,319 0.13
≡ INTU - Intuit Inc. Add 2.98% 132,621 0.17
≡ ANSS - ANSYS Inc. Add 1.53% 5,048 0.01
≡ EFX - Equifax Inc. Add 1.52% 8,657 0.01
≡ IPGP - IPG Photonics Corp. Add 1.52% 8,626 0.01
≡ VRSK - Verisk Analytics Inc. Add 1.52% 9,117 0.01
≡ AOS - A.O. Smith Corp. Add 1.52% 22,326 0.00
≡ MSCI - MSCI Inc. Add 1.52% 3,114 0.00
≡ VRSN - Verisign Inc. Add 1.52% 5,413 0.00
≡ V - Visa Inc. Add 0.86% 52,218 0.04
≡ EL - Estee Lauder Cos. Add 0.30% 19,912 0.02
≡ BF.B - Brown-Forman Corp. Add 0.21% 20,210 0.01
≡ META - Meta Platforms Inc. Add 0.15% 9,649 0.01
≡ QLYS - Qualys Inc. Buy 623,812 0.28
Q1  2020
≡ SABR - Sabre Corp. Add 95.33% 3,880,203 0.13
≡ VRSN - Verisign Inc. Add 30.20% 82,408 0.08
≡ CGNX - Cognex Corp. Add 29.22% 341,182 0.08
≡ AOS - A.O. Smith Corp. Add 24.38% 287,167 0.06
≡ IPGP - IPG Photonics Corp. Add 23.13% 106,343 0.07
≡ CHKP - Check Point Software Technologies Add 8.06% 64,603 0.04
≡ BF.B - Brown-Forman Corp. Add 2.22% 214,024 0.07
≡ MSCI - MSCI Inc. Add 2.15% 4,306 0.01
≡ PAYC - Paycom Software Inc. Add 2.15% 3,678 0.00
≡ PM - Philip Morris Intl. Add 0.73% 123,717 0.05
≡ MAR - Marriott Int'l. Add 0.63% 1,089 0.00
≡ NKE - NIKE Inc. Buy 2,319,351 1.08
≡ SBUX - Starbucks Corp. Buy 2,649,785 0.98
≡ XP - XP Inc. Buy 253,367 0.03
Q4  2019
≡ MELI - Mercadolibre Inc. Add 47.20% 11,160 0.03
≡ AOS - A.O. Smith Corp. Add 38.83% 329,485 0.08
≡ IPGP - IPG Photonics Corp. Add 17.03% 66,904 0.05
≡ VRSK - Verisk Analytics Inc. Add 16.30% 87,133 0.06
≡ SABR - Sabre Corp. Add 12.10% 439,380 0.05
≡ CHKP - Check Point Software Technologies Add 10.17% 74,049 0.04
≡ EFX - Equifax Inc. Add 5.39% 33,467 0.02
≡ BF.B - Brown-Forman Corp. Add 4.19% 387,421 0.12
≡ SYK - Stryker Corp. Add 2.32% 137,887 0.14
≡ PEP - PepsiCo Inc. Add 2.18% 180,289 0.12
≡ JNJ - Johnson & Johnson Add 1.79% 106,578 0.07
≡ INTU - Intuit Inc. Add 1.77% 82,411 0.10
≡ META - Meta Platforms Inc. Add 1.64% 106,103 0.10
≡ EL - Estee Lauder Cos. Add 1.61% 108,840 0.11
≡ MKC - McCormick & Co. Add 1.21% 176,078 0.07
≡ IDXX - IDEXX Laboratories Add 0.79% 35,883 0.04
≡ BDX - Becton Dickinson Add 0.09% 3,492 0.00
≡ MSFT - Microsoft Corp. Add 0.01% 883 0.00
≡ CLX - Clorox Co. Buy 1,682,176 1.22
Q3  2019
≡ MAR - Marriott Int'l. Add 19.59% 34,620 0.02
≡ CHKP - Check Point Software Technologies Add 16.73% 104,307 0.06
≡ IPGP - IPG Photonics Corp. Add 15.96% 54,081 0.04
≡ PM - Philip Morris Intl. Add 10.87% 1,660,076 0.64
≡ JNJ - Johnson & Johnson Add 10.31% 556,690 0.37
≡ ANSS - ANSYS Inc. Add 7.21% 23,351 0.03
≡ MKC - McCormick & Co. Add 7.18% 976,444 0.39
≡ ADP - Automatic Data Processing Inc. Add 5.72% 350,732 0.29
≡ V - Visa Inc. Add 5.26% 322,102 0.28
≡ MSCI - MSCI Inc. Add 2.72% 5,300 0.01
≡ SYK - Stryker Corp. Add 2.48% 143,665 0.16
≡ IDXX - IDEXX Laboratories Add 1.92% 85,978 0.12
≡ VRSK - Verisk Analytics Inc. Add 1.62% 8,520 0.01
≡ EL - Estee Lauder Cos. Add 1.59% 105,962 0.11
≡ INTU - Intuit Inc. Add 0.19% 8,788 0.01
≡ PEP - PepsiCo Inc. Add 0.17% 13,764 0.01
≡ WAT - Waters Corp. Add 0.17% 8,861 0.01
≡ BDX - Becton Dickinson Add 0.15% 5,764 0.01
≡ MSFT - Microsoft Corp. Add 0.15% 18,512 0.01
≡ META - Meta Platforms Inc. Add 0.11% 7,126 0.01
≡ PYPL - PayPal Holdings Inc. Add 0.07% 11,316 0.01
≡ BF.B - Brown-Forman Corp. Buy 9,243,186 2.97