Terry Smith - Fundsmith
As of Q2 2026, Terry Smith reported 41 long-equity positions worth $13.65B in aggregate.
Copy-investor backtest
- Latest quarter
- +9.13%
- 1-year
- +5.28%
- 3-year
- +33.99%
- 5-year
- +13.82%
- 3-year vs S&P 500
- -39.25%
- 5-year vs S&P 500
- -60.27%
- 5-year top 5
- -13.81%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 14 of 18 rows. Rows without a quote are marked unavailable.
| 1 | MCD | MICROSOFT | 10.88% | Add +4.4% | 5,488,976 | $254.47M | $46.36 | No quote |
| 2 | DPS | DR PEPPER SNAPPLE GROUP INC | 9.28% | Add +0.8% | 3,375,072 | $217.05M | No quote | No quote |
| 3 | SYK | STRYKER CORP | 8.77% | Add +3.2% | 2,539,116 | $205.03M | $80.75 | No quote |
| 4 | PEP | PEPSICO INC | 7.51% | - | 1,886,556 | $175.62M | $93.09 | No quote |
| 5 | BDX | BECTON DICKINSON & CO | 7.42% | New | 1,525,906 | $173.66M | $113.81 | No quote |
| 6 | DPZ | DOMINOS PIZZA INC | 7.02% | - | 2,134,570 | $164.28M | $76.96 | No quote |
| 7 | PM | PHILIP MORRIS INTL INC | 6.93% | Add +8.9% | 1,942,923 | $162.04M | $83.40 | No quote |
| 8 | JNJ | JOHNSON & JOHNSON | 6.54% | Add +10.1% | 1,434,318 | $152.88M | $106.59 | No quote |
| 9 | V | VISA INC | 5.45% | Add +2.7% | 597,748 | $127.54M | $213.37 | No quote |
| 10 | PG | PROCTER & GAMBLE CO | 5.13% | Add +1.4% | 1,433,679 | $120.06M | $83.74 | No quote |
| 11 | MMM | 3M CO | 5.13% | Add +1.4% | 846,655 | $119.95M | $141.68 | No quote |
| 12 | ADP | AUTOMATIC DATA PROCESSING INC | 4.96% | New | 1,592,266 | $116.05M | $72.88 | No quote |
| 13 | SIAL | BARD CR INC | 4.88% | Add +14.7% | 800,523 | $114.07M | No quote | No quote |
| 14 | EBAY | EBAY INC | 4.69% | Add +62.9% | 1,938,349 | $109.77M | $56.63 | No quote |
| 15 | CHH | CHOICE HOTELS INTL INC | 2.71% | Reduce -14.7% | 1,224,737 | $63.46M | $51.82 | No quote |
| 16 | CL | COLGATE PALMOLIVE CO | 2.70% | Add +11.7% | 972,598 | $63.08M | $64.86 | No quote |
| 18 | BDXB | BECTON DICKINSON & CO | - | Sold | 0 | $0 | No quote | No quote |
| 17 | - | AUTOMATIC DATA PROCESSING INCCUSIP 53015103 | - | Sold | 0 | $0 | No quote | No quote |