Lindsell Train

History Stock Activity ▼ Share change % change to portfolio
Q4  2025
≡ ADBE - Adobe Inc. Add 17.78% 800 0.01
≡ CP - Canadian Pacific Kansas City Add 5.26% 1,500 0.00
≡ EFX - Equifax Inc. Add 4.76% 500 0.00
≡ SPGI - S&P Global Inc. Add 4.62% 300 0.00
≡ INTU - Intuit Inc. Reduce 0.25% 1,559 0.03
≡ CL - Colgate-Palmolive Reduce 2.67% 400 0.00
≡ FICO - Fair Isaac Corp. Reduce 2.85% 6,362 0.27
≡ AXP - American Express Reduce 3.92% 400 0.00
≡ PYPL - PayPal Holdings Inc. Reduce 4.13% 185,000 0.27
≡ TKO - TKO Group Holdings Inc. Reduce 4.55% 134,500 0.71
≡ GOOGL - Alphabet Inc. Reduce 6.51% 145,500 1.16
≡ DIS - Walt Disney Co. Reduce 6.55% 244,000 0.70
≡ KO - Coca Cola Co. Reduce 8.11% 1,500 0.00
≡ MDLZ - Mondelez International Reduce 10.92% 548,933 0.75
≡ EBAY - eBay Inc. Reduce 15.32% 376,000 0.83
≡ TMO - Thermo Fisher Scientific Reduce 15.66% 128,026 1.88
≡ MANU - Manchester United plc Reduce 17.82% 780,000 0.31
≡ PEP - PepsiCo Inc. Reduce 18.15% 399,700 1.46
Q3  2025
≡ CP - Canadian Pacific Kansas City Add 114.29% 15,200 0.03
≡ ADBE - Adobe Inc. Add 26.40% 940 0.01
≡ VRSK - Verisk Analytics Inc. Add 13.64% 900 0.01
≡ SPGI - S&P Global Inc. Add 10.17% 600 0.01
≡ GOOGL - Alphabet Inc. Add 10.15% 205,875 1.23
≡ EL - Estee Lauder Cos. Add 7.45% 1,075 0.00
≡ EFX - Equifax Inc. Add 1.94% 200 0.00
≡ BF.A - Brown-Forman Corp. CL A Add 0.34% 9,399 0.01
≡ FICO - Fair Isaac Corp. Reduce 0.07% 159 0.01
≡ PYPL - PayPal Holdings Inc. Reduce 0.98% 44,220 0.07
≡ KO - Coca Cola Co. Reduce 2.63% 500 0.00
≡ TMO - Thermo Fisher Scientific Reduce 4.34% 37,083 0.44
≡ TKO - TKO Group Holdings Inc. Reduce 6.90% 218,958 1.08
≡ INTU - Intuit Inc. Reduce 8.11% 53,976 0.90
≡ DIS - Walt Disney Co. Reduce 8.84% 361,446 1.02
≡ MANU - Manchester United plc Reduce 9.01% 433,500 0.16
≡ PEP - PepsiCo Inc. Reduce 9.29% 225,539 0.78
≡ MDLZ - Mondelez International Reduce 11.92% 680,500 1.04
≡ EBAY - eBay Inc. Reduce 25.26% 829,575 1.85
≡ ORCL - Oracle Corp. Reduce 48.57% 8,500 0.06
≡ HSY - Hershey Co. Sell 100.00% 5,100 0.02
Q2  2025
≡ GOOGL - Alphabet Inc. Add 11028.80% 2,009,998 8.34
≡ TMO - Thermo Fisher Scientific Add 67.97% 345,822 3.31
≡ CP - Canadian Pacific Kansas City Add 9.47% 1,150 0.00
≡ PYPL - PayPal Holdings Inc. Add 8.55% 356,746 0.62
≡ BF.B - Brown-Forman Corp. Add 4.72% 74,338 0.05
≡ BF.A - Brown-Forman Corp. CL A Reduce 0.69% 18,986 0.01
≡ PEP - PepsiCo Inc. Reduce 1.10% 27,027 0.08
≡ EBAY - eBay Inc. Reduce 2.53% 85,367 0.15
≡ DIS - Walt Disney Co. Reduce 4.52% 193,565 0.57
≡ MANU - Manchester United plc Reduce 4.81% 243,000 0.10
≡ MDLZ - Mondelez International Reduce 5.14% 309,435 0.49
≡ TKO - TKO Group Holdings Inc. Reduce 6.50% 220,715 0.95
≡ FICO - Fair Isaac Corp. Reduce 7.15% 17,186 0.74
≡ ORCL - Oracle Corp. Reduce 8.85% 1,700 0.01
≡ VRSK - Verisk Analytics Inc. Reduce 9.59% 700 0.01
≡ KO - Coca Cola Co. Reduce 9.95% 2,100 0.00
≡ INTU - Intuit Inc. Reduce 10.15% 75,231 1.40
≡ V - Visa Inc. Reduce 10.71% 1,200 0.01
≡ AXP - American Express Reduce 12.07% 1,400 0.01
≡ CME - CME Group Reduce 13.95% 1,200 0.01
≡ CL - Colgate-Palmolive Reduce 25.37% 5,100 0.01
Q1  2025
≡ TMO - Thermo Fisher Scientific Add 24.94% 101,550 1.40
≡ GOOGL - Alphabet Inc. Buy 18,225 0.08
≡ CP - Canadian Pacific Kansas City Buy 12,150 0.02
≡ BF.A - Brown-Forman Corp. CL A Reduce 1.57% 43,800 0.04
≡ PYPL - PayPal Holdings Inc. Reduce 2.61% 111,600 0.20
≡ BF.B - Brown-Forman Corp. Reduce 3.62% 59,100 0.06
≡ INTU - Intuit Inc. Reduce 3.72% 28,600 0.49
≡ DIS - Walt Disney Co. Reduce 3.98% 177,600 0.48
≡ PEP - PepsiCo Inc. Reduce 3.99% 102,100 0.42
≡ FICO - Fair Isaac Corp. Reduce 5.96% 15,220 0.78
≡ TKO - TKO Group Holdings Inc. Reduce 6.58% 238,990 1.01
≡ EBAY - eBay Inc. Reduce 7.57% 276,100 0.52
≡ MANU - Manchester United plc Reduce 12.52% 723,015 0.26
≡ MDLZ - Mondelez International Reduce 28.44% 2,392,500 4.49
≡ GOOG - Alphabet Inc. CL C Sell 100.00% 17,750 0.08
Q4  2024
≡ TMO - Thermo Fisher Scientific Buy 407,240 5.30
≡ BF.B - Brown-Forman Corp. Reduce 0.33% 5,479 0.01
≡ BF.A - Brown-Forman Corp. CL A Reduce 2.71% 77,788 0.07
≡ PYPL - PayPal Holdings Inc. Reduce 6.73% 309,087 0.66
≡ PEP - PepsiCo Inc. Reduce 7.70% 213,274 0.81
≡ MANU - Manchester United plc Reduce 9.34% 594,985 0.26
≡ EBAY - eBay Inc. Reduce 11.24% 461,901 0.72
≡ FICO - Fair Isaac Corp. Reduce 13.22% 38,923 1.94
≡ INTU - Intuit Inc. Reduce 16.00% 146,574 2.30
≡ MDLZ - Mondelez International Reduce 17.62% 1,799,206 2.69
≡ DIS - Walt Disney Co. Reduce 18.21% 992,971 2.76
≡ TKO - TKO Group Holdings Inc. Reduce 19.64% 888,188 3.16
≡ JNJ - Johnson & Johnson Sell 100.00% 6,065 0.02
≡ KVUE - Kenvue Inc Sell 100.00% 14,739 0.01
Q3  2024
≡ BF.B - Brown-Forman Corp. Add 464.92% 1,349,698 1.50
≡ V - Visa Inc. Add 45.45% 3,500 0.02
≡ NKE - NIKE Inc. Add 28.30% 4,500 0.01
≡ EL - Estee Lauder Cos. Add 26.26% 3,000 0.01
≡ DIS - Walt Disney Co. Add 11.47% 561,130 1.22
≡ GOOG - Alphabet Inc. CL C Add 5.34% 900 0.00
≡ BF.A - Brown-Forman Corp. CL A Add 1.07% 30,340 0.03
≡ PYPL - PayPal Holdings Inc. Reduce 0.48% 22,080 0.04
≡ PEP - PepsiCo Inc. Reduce 1.20% 33,700 0.13
≡ INTU - Intuit Inc. Reduce 2.30% 21,609 0.30
≡ EBAY - eBay Inc. Reduce 6.12% 268,000 0.39