Lindsell Train

History Stock Activity Share change % change to portfolio
Q1  2020
MDLZ - Mondelez International Reduce 9.66% 3,186,800 3.40
PEP - PepsiCo Inc. Reduce 10.32% 511,000 1.31
EBAY - eBay Inc. Reduce 11.93% 1,350,350 0.87
PYPL - PayPal Holdings Inc. Reduce 13.81% 1,068,000 2.18
INTU - Intuit Inc. Reduce 14.02% 384,500 1.89
Q4  2019
TKO - TKO Group Holdings Inc. Add 15.74% 1,228,843 1.28
EBAY - eBay Inc. Add 10.75% 1,098,171 0.63
INTU - Intuit Inc. Add 8.46% 214,021 0.90
BF.A - Brown-Forman Corp. CL A Add 7.00% 162,126 0.16
PYPL - PayPal Holdings Inc. Add 4.94% 364,366 0.63
PEP - PepsiCo Inc. Add 4.29% 203,678 0.45
DIS - Walt Disney Co. Add 2.41% 130,812 0.30
MDLZ - Mondelez International Add 2.37% 765,113 0.67
MANU - Manchester United plc Add 0.71% 79,496 0.03
BF.B - Brown-Forman Corp. Reduce 0.41% 1,195 0.00
ISCA-OLD - International Speedway Sell 100.00% 1,049,100 0.80
Q3  2019
PYPL - PayPal Holdings Inc. Add 9.25% 623,921 1.09
TKO - TKO Group Holdings Inc. Add 8.91% 638,652 0.77
PEP - PepsiCo Inc. Add 4.31% 196,363 0.45
DIS - Walt Disney Co. Add 3.27% 171,317 0.38
BF.A - Brown-Forman Corp. CL A Add 1.18% 27,003 0.03
EBAY - eBay Inc. Add 0.43% 43,700 0.03
MANU - Manchester United plc Reduce 0.04% 4,707 0.00
INTU - Intuit Inc. Reduce 0.55% 13,900 0.06
ISCA-OLD - International Speedway Reduce 2.60% 28,000 0.02
MDLZ - Mondelez International Reduce 4.18% 1,406,696 1.31
Q2  2019
TKO - TKO Group Holdings Inc. Add 20.22% 1,205,461 1.48
INTU - Intuit Inc. Add 15.85% 348,000 1.54
EBAY - eBay Inc. Add 14.66% 1,301,000 0.87
BF.A - Brown-Forman Corp. CL A Add 9.25% 194,000 0.18
PEP - PepsiCo Inc. Add 6.80% 290,000 0.65
MDLZ - Mondelez International Add 5.65% 1,799,497 1.65
PYPL - PayPal Holdings Inc. Add 4.37% 282,424 0.55
MANU - Manchester United plc Add 2.40% 262,389 0.08
DIS - Walt Disney Co. Reduce 0.47% 24,948 0.06
Q1  2019
BF.B - Brown-Forman Corp. Add 20.70% 50,000 0.05
PEP - PepsiCo Inc. Add 19.71% 702,000 1.66
DIS - Walt Disney Co. Add 19.68% 866,720 1.86
BF.A - Brown-Forman Corp. CL A Add 8.22% 159,222 0.16
MDLZ - Mondelez International Add 3.69% 1,134,300 1.09
EBAY - eBay Inc. Add 0.26% 23,000 0.02
PYPL - PayPal Holdings Inc. Add 0.23% 14,800 0.03
MANU - Manchester United plc Add 0.13% 14,156 0.01
TKO - TKO Group Holdings Inc. Reduce 0.42% 25,000 0.04
INTU - Intuit Inc. Reduce 0.47% 10,400 0.05
ISCA-OLD - International Speedway Reduce 0.55% 6,000 0.01
Q4  2018
EBAY - eBay Inc. Add 12.82% 1,006,000 0.68
ISCA-OLD - International Speedway Add 9.06% 90,000 0.10
BF.B - Brown-Forman Corp. Add 9.06% 20,060 0.02
BF.A - Brown-Forman Corp. CL A Add 7.85% 140,979 0.16
INTU - Intuit Inc. Add 6.81% 140,579 0.67
PYPL - PayPal Holdings Inc. Add 6.17% 374,940 0.76
MDLZ - Mondelez International Add 5.96% 1,727,500 1.67
MANU - Manchester United plc Add 2.61% 277,900 0.13
DIS - Walt Disney Co. Add 1.20% 52,200 0.14
PEP - PepsiCo Inc. Reduce 3.00% 110,000 0.29
KDP - Keurig Dr Pepper Inc. Sell 100.00% 928,400 0.49