Terry Smith - Fundsmith
| History | Stock | Activity ▼ | Share change | % change to portfolio |
| Q2 2020 | ≡ | 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 |
| Q3 2018 | ≡ | MSFT - Microsoft Corp. | Reduce 0.05% | 6,260 | 0.00 | ≡ | PYPL - PayPal Holdings Inc. | Reduce 0.05% | 7,530 | 0.00 | ≡ | IDXX - IDEXX Laboratories | Reduce 0.06% | 2,461 | 0.00 | ≡ | V - Visa Inc. | Reduce 0.07% | 4,136 | 0.00 |