Terry Smith - Fundsmith

History Stock Activity ▼ Share change % change to portfolio
Q1  2022
≡ NKE - NIKE Inc. Reduce 23.16% 2,027,555 0.94
≡ BF.B - Brown-Forman Corp. Reduce 23.74% 3,669,290 0.84
≡ PEP - PepsiCo Inc. Reduce 25.06% 2,610,281 1.50
≡ FTNT - Fortinet Inc. Reduce 27.33% 868,910 0.20
≡ EFX - Equifax Inc. Reduce 27.60% 188,546 0.15
≡ CHD - Church & Dwight Reduce 27.62% 3,220,240 1.10
≡ SBUX - Starbucks Corp. Reduce 28.88% 3,343,106 1.04
≡ JNJ - Johnson & Johnson Reduce 96.64% 6,976,763 4.32
≡ AOS - A.O. Smith Corp. Sell 100.00% 1,778,319 0.37
≡ CL - Colgate-Palmolive Sell 100.00% 128,780 0.03
Q4  2021
≡ WAT - Waters Corp. Reduce 0.01% 315 0.00
≡ ADP - Automatic Data Processing Inc. Reduce 0.02% 1,744 0.00
≡ NKE - NIKE Inc. Reduce 0.12% 10,757 0.00
≡ INTU - Intuit Inc. Reduce 18.54% 849,662 1.33
Q3  2021
≡ 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
≡ FTNT - Fortinet Inc. Reduce 15.64% 588,075 0.09
≡ BDX - Becton Dickinson Sell 100.00% 4,328,550 2.92
≡ MAR - Marriott Int'l. Sell 100.00% 297,432 0.11
Q2  2021
≡ MSFT - Microsoft Corp. Reduce 0.12% 14,272 0.01
≡ PYPL - PayPal Holdings Inc. Reduce 0.12% 15,280 0.01
≡ BDX - Becton Dickinson Reduce 0.15% 6,321 0.00
≡ PM - Philip Morris Intl. Reduce 0.18% 34,952 0.01
≡ ADP - Automatic Data Processing Inc. Reduce 0.23% 16,705 0.01
≡ HD - Home Depot Reduce 17.47% 920 0.00
Q1  2021
≡ IDXX - IDEXX Laboratories Reduce 0.14% 5,816 0.01
≡ MSFT - Microsoft Corp. Reduce 0.19% 23,045 0.02
≡ INTU - Intuit Inc. Reduce 0.23% 10,325 0.01
≡ PYPL - PayPal Holdings Inc. Reduce 0.24% 28,991 0.02
≡ BDX - Becton Dickinson Reduce 0.24% 10,544 0.01
≡ WAT - Waters Corp. Reduce 0.37% 16,291 0.01
≡ PM - Philip Morris Intl. Reduce 0.41% 79,369 0.02
≡ MELI - Mercadolibre Inc. Reduce 15.00% 4,275 0.02
Q4  2020
≡ META - Meta Platforms Inc. Reduce 0.14% 8,689 0.01
≡ IDXX - IDEXX Laboratories Reduce 0.15% 6,387 0.01
≡ INTU - Intuit Inc. Reduce 0.15% 6,956 0.01
≡ PM - Philip Morris Intl. Reduce 0.18% 35,374 0.01
≡ EL - Estee Lauder Cos. Reduce 0.20% 13,606 0.01
≡ V - Visa Inc. Reduce 0.20% 12,495 0.01
≡ PYPL - PayPal Holdings Inc. Reduce 0.21% 25,570 0.02
≡ NKE - NIKE Inc. Reduce 0.24% 18,854 0.01
≡ JNJ - Johnson & Johnson Reduce 0.30% 19,101 0.01
≡ MAR - Marriott Int'l. Reduce 0.58% 1,632 0.00
≡ MELI - Mercadolibre Inc. Reduce 5.00% 1,500 0.01
≡ CHKP - Check Point Software Technologies Sell 100.00% 334,691 0.16
Q3  2020
≡ MKC - McCormick & Co. Reduce 0.02% 2,966 0.00
≡ IDXX - IDEXX Laboratories Reduce 0.19% 7,896 0.01
≡ MSFT - Microsoft Corp. Reduce 0.21% 25,399 0.02
≡ PYPL - PayPal Holdings Inc. Reduce 0.24% 29,503 0.02
≡ META - Meta Platforms Inc. Reduce 0.25% 15,947 0.02
≡ V - Visa Inc. Reduce 0.26% 16,129 0.01
≡ CHKP - Check Point Software Technologies Reduce 38.17% 206,599 0.10
Q2  2020
≡ IDXX - IDEXX Laboratories Reduce 0.11% 4,516 0.01
≡ MSFT - Microsoft Corp. Reduce 0.15% 18,063 0.02
≡ PYPL - PayPal Holdings Inc. Reduce 0.15% 18,280 0.01
≡ MASI - Masimo Corp. Reduce 9.87% 46,956 0.05
≡ MELI - Mercadolibre Inc. Reduce 13.80% 4,804 0.02
≡ WAT - Waters Corp. Reduce 18.11% 861,245 0.68
≡ CHKP - Check Point Software Technologies Reduce 37.53% 325,147 0.15
≡ CLX - Clorox Co. Sell 100.00% 1,592,042 1.55
Q1  2020
≡ BDX - Becton Dickinson Reduce 0.28% 10,635 0.01
≡ MSFT - Microsoft Corp. Reduce 1.79% 217,608 0.19
≡ EL - Estee Lauder Cos. Reduce 1.99% 136,925 0.12
≡ META - Meta Platforms Inc. Reduce 2.34% 154,425 0.14
≡ SYK - Stryker Corp. Reduce 2.49% 151,667 0.14
≡ ADP - Automatic Data Processing Inc. Reduce 2.93% 189,365 0.15
≡ MKC - McCormick & Co. Reduce 3.46% 511,012 0.20
≡ VRSK - Verisk Analytics Inc. Reduce 3.76% 23,357 0.02
≡ V - Visa Inc. Reduce 4.94% 316,879 0.29
≡ ANSS - ANSYS Inc. Reduce 4.94% 17,143 0.02
≡ CLX - Clorox Co. Reduce 5.36% 90,134 0.09
≡ PEP - PepsiCo Inc. Reduce 5.60% 474,329 0.32
≡ INTU - Intuit Inc. Reduce 6.02% 285,450 0.37
≡ WAT - Waters Corp. Reduce 6.89% 351,616 0.36
≡ IDXX - IDEXX Laboratories Reduce 7.55% 346,672 0.47
≡ JNJ - Johnson & Johnson Reduce 11.27% 683,618 0.50
≡ EFX - Equifax Inc. Reduce 13.17% 86,166 0.06
≡ MASI - Masimo Corp. Reduce 17.24% 99,110 0.10
≡ PYPL - PayPal Holdings Inc. Reduce 18.30% 2,778,705 1.50
Q4  2019
≡ PM - Philip Morris Intl. Reduce 0.17% 29,347 0.01
≡ ADP - Automatic Data Processing Inc. Reduce 0.25% 16,287 0.01
≡ WAT - Waters Corp. Reduce 0.32% 16,201 0.02
≡ V - Visa Inc. Reduce 0.47% 30,116 0.03
≡ PYPL - PayPal Holdings Inc. Reduce 1.41% 216,545 0.11
≡ MAR - Marriott Int'l. Reduce 18.71% 39,544 0.03
≡ CHD - Church & Dwight Sell 100.00% 202,952 0.08
Q3  2019
≡ MMM - 3M Co. Sell 100.00% 3,529,691 3.19
≡ CDK-OLD - CDK Global Inc. Sell 100.00% 1,111,332 0.29
Q2  2019
≡ MMM - 3M Co. Reduce 0.20% 7,083 0.01
≡ MAR - Marriott Int'l. Reduce 1.89% 3,398 0.00
Q1  2019
≡ MAR - Marriott Int'l. Reduce 0.83% 1,509 0.00
≡ CL - Colgate-Palmolive Sell 100.00% 2,223,446 0.95
Q4  2018
≡ BDX - Becton Dickinson Reduce 0.20% 7,336 0.01
≡ MSFT - Microsoft Corp. Reduce 0.39% 47,074 0.03
≡ WAT - Waters Corp. Reduce 0.86% 43,300 0.05
≡ CL - Colgate-Palmolive Reduce 56.07% 2,838,114 1.21