Lindsell Train

History Stock Activity Share change % change to portfolio
Q2  2022
BF.A - Brown-Forman Corp. CL A Add 0.25% 7,500 0.01
INTU - Intuit Inc. Add 0.15% 2,300 0.02
EBAY - eBay Inc. Reduce 8.76% 733,000 0.60
MDLZ - Mondelez International Reduce 12.08% 3,046,000 3.71
PEP - PepsiCo Inc. Reduce 15.10% 684,000 2.24
TKO - TKO Group Holdings Inc. Reduce 16.70% 1,801,247 2.21
Q1  2022
PYPL - PayPal Holdings Inc. Add 25.42% 1,066,000 1.94
BF.A - Brown-Forman Corp. CL A Add 1.10% 32,276 0.03
INTU - Intuit Inc. Add 0.16% 2,550 0.02
FICO - Fair Isaac Corp. Buy 696,558 5.12
MANU - Manchester United plc Reduce 2.32% 251,164 0.06
DIS - Walt Disney Co. Reduce 2.71% 150,150 0.32
EBAY - eBay Inc. Reduce 3.31% 287,000 0.26
MDLZ - Mondelez International Reduce 4.46% 1,177,895 1.17
TKO - TKO Group Holdings Inc. Reduce 5.39% 615,057 0.61
PEP - PepsiCo Inc. Reduce 8.43% 416,750 1.10
Q4  2021
PYPL - PayPal Holdings Inc. Add 4.44% 178,200 0.49
BF.A - Brown-Forman Corp. CL A Add 2.76% 78,625 0.08
TKO - TKO Group Holdings Inc. Add 1.68% 188,500 0.13
DIS - Walt Disney Co. Add 0.96% 52,750 0.12
CZOO - Cazoo Group Ltd Buy 8,290 1.45
MANU - Manchester United plc Reduce 4.03% 455,926 0.09
EBAY - eBay Inc. Reduce 5.30% 484,500 0.47
MDLZ - Mondelez International Reduce 10.83% 3,203,405 3.08
PEP - PepsiCo Inc. Reduce 12.16% 684,700 1.72
INTU - Intuit Inc. Reduce 15.20% 278,800 2.60
Q3  2021
TKO - TKO Group Holdings Inc. Add 0.99% 110,000 0.09
MANU - Manchester United plc Reduce 0.61% 69,000 0.02
MDLZ - Mondelez International Reduce 1.01% 301,267 0.24
DIS - Walt Disney Co. Reduce 1.79% 100,000 0.23
EBAY - eBay Inc. Reduce 2.14% 200,000 0.19
PYPL - PayPal Holdings Inc. Reduce 4.95% 209,000 0.75
PEP - PepsiCo Inc. Reduce 5.06% 300,000 0.62
INTU - Intuit Inc. Reduce 14.69% 316,000 2.35
Q2  2021
DIS - Walt Disney Co. Add 7.52% 391,250 0.89
PEP - PepsiCo Inc. Add 2.36% 137,000 0.26
EBAY - eBay Inc. Add 1.14% 105,000 0.10
TKO - TKO Group Holdings Inc. Add 0.24% 27,000 0.02
MANU - Manchester United plc Reduce 1.34% 155,000 0.03
PYPL - PayPal Holdings Inc. Reduce 1.96% 84,250 0.32
MDLZ - Mondelez International Reduce 4.38% 1,368,000 1.10
INTU - Intuit Inc. Reduce 5.08% 115,100 0.73
Q1  2021
PEP - PepsiCo Inc. Add 12.95% 664,286 1.32
TKO - TKO Group Holdings Inc. Add 6.33% 659,276 0.50
MDLZ - Mondelez International Add 3.30% 997,949 0.82
BF.A - Brown-Forman Corp. CL A Add 2.72% 75,438 0.07
INTU - Intuit Inc. Add 0.84% 18,800 0.10
MANU - Manchester United plc Reduce 0.35% 39,933 0.01
EBAY - eBay Inc. Reduce 2.19% 206,500 0.18
DIS - Walt Disney Co. Reduce 4.48% 244,000 0.63
PYPL - PayPal Holdings Inc. Reduce 8.08% 378,850 1.30
Q4  2020
TKO - TKO Group Holdings Inc. Add 4.77% 474,000 0.33
BF.A - Brown-Forman Corp. CL A Add 3.01% 81,000 0.09
PEP - PepsiCo Inc. Add 2.71% 135,200 0.29
MDLZ - Mondelez International Add 1.16% 346,600 0.29
MANU - Manchester United plc Reduce 0.37% 42,627 0.01
EBAY - eBay Inc. Reduce 1.26% 120,500 0.09
INTU - Intuit Inc. Reduce 1.57% 35,850 0.20
PYPL - PayPal Holdings Inc. Reduce 5.48% 271,650 0.92
DIS - Walt Disney Co. Reduce 7.46% 439,050 1.16
Q3  2020
CME - CME Group Add 5.66% 300 0.00
BF.A - Brown-Forman Corp. CL A Add 1.13% 30,000 0.03
TKO - TKO Group Holdings Inc. Add 1.02% 100,000 0.07
PEP - PepsiCo Inc. Add 0.82% 40,500 0.09
MANU - Manchester United plc Add 0.63% 72,134 0.02
EBAY - eBay Inc. Reduce 4.21% 420,000 0.36
DIS - Walt Disney Co. Reduce 4.88% 302,002 0.61
INTU - Intuit Inc. Reduce 6.65% 162,497 0.86
MDLZ - Mondelez International Reduce 7.66% 2,481,272 2.31
PYPL - PayPal Holdings Inc. Reduce 9.67% 530,700 1.70
Q2  2020
PEP - PepsiCo Inc. Add 11.51% 511,100 1.13
MDLZ - Mondelez International Add 8.66% 2,582,122 2.20
TKO - TKO Group Holdings Inc. Add 7.41% 679,100 0.49
DIS - Walt Disney Co. Add 7.29% 420,412 0.78
BF.A - Brown-Forman Corp. CL A Add 6.55% 163,700 0.16
INTU - Intuit Inc. Add 3.68% 86,753 0.43
MANU - Manchester United plc Add 2.11% 238,529 0.06
EBAY - eBay Inc. Add 0.19% 18,450 0.02
EFX - Equifax Inc. Buy 9,400 0.03
EL - Estee Lauder Cos. Buy 8,800 0.03
ADBE - Adobe Inc. Buy 2,500 0.02
AXP - American Express Buy 11,600 0.02
CL - Colgate-Palmolive Buy 16,900 0.02
GOOGL - Alphabet Inc. Buy 16,000 0.02
JNJ - Johnson & Johnson Buy 7,900 0.02
KO - Coca Cola Co. Buy 21,100 0.02
NKE - NIKE Inc. Buy 13,900 0.02
ORCL - Oracle Corp. Buy 18,600 0.02
SPGI - S&P Global Inc. Buy 4,400 0.02
TROW - T. Rowe Price Group Buy 9,600 0.02
V - Visa Inc. Buy 5,900 0.02
VRSK - Verisk Analytics Inc. Buy 6,500 0.02
CME - CME Group Buy 5,300 0.01
HSY - Hershey Co. Buy 5,100 0.01
MSGS - Madison Square Garden Sports Corp. Buy 3,300 0.01
PYPL - PayPal Holdings Inc. Reduce 17.67% 1,178,006 3.42
Q1  2020
DIS - Walt Disney Co. Add 3.93% 218,000 0.45
TKO - TKO Group Holdings Inc. Add 1.41% 127,000 0.09
BF.A - Brown-Forman Corp. CL A Add 0.75% 18,702 0.02
MANU - Manchester United plc Add 0.18% 19,813 0.01