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 13 of 15 rows. Rows without a quote are marked unavailable.
| 1 | DPS | DR PEPPER SNAPPLE GROUP INC COMMON STOCK USD.01 | 11.10% | - | 1,744,191 | $77.06M | No quote | No quote |
| 2 | SYK | STRYKER CORP COMMON STOCK USD.1 | 10.48% | - | 1,326,882 | $72.74M | $54.82 | No quote |
| 3 | DPZ | DOMINO S PIZZA INC COMMON STOCK USD.01 | 10.39% | - | 1,656,280 | $72.13M | $43.55 | No quote |
| 4 | MSFT | MICROSOFT CORP COMMON STOCK USD.006.25 | 9.49% | - | 2,465,679 | $65.91M | $26.73 | No quote |
| 5 | MMM | 3M CO COMMON STOCK USD.01 | 9.05% | - | 676,386 | $62.8M | $92.85 | No quote |
| 6 | PG | PROCTER + GAMBLE CO/THE COMMON STOCK | 8.04% | - | 822,175 | $55.82M | $67.89 | No quote |
| 7 | JNJ | JOHNSON + JOHNSON COMMON STOCK USD1. | 7.36% | - | 729,003 | $51.1M | $70.10 | No quote |
| 8 | PEP | PEPSICO INC COMMON STOCK USD.017 | 5.83% | - | 591,148 | $40.45M | $68.43 | No quote |
| 9 | WAT | WATERS CORP COMMON STOCK USD.01 | 5.71% | - | 454,935 | $39.63M | $87.12 | No quote |
| 10 | PM | PHILIP MORRIS INTERNATIONAL COMMON STOCK NPV | 5.66% | - | 469,549 | $39.27M | $83.64 | No quote |
| 11 | CL | COLGATE PALMOLIVE CO COMMON STOCK USD1. | 4.24% | - | 281,792 | $29.46M | $104.54 | No quote |
| 12 | SIAL | SIGMA ALDRICH COMMON STOCK USD1. | 3.77% | - | 355,407 | $26.15M | No quote | No quote |
| 13 | MCD | MCDONALD S CORP COMMON STOCK USD.01 | 3.37% | - | 265,527 | $23.42M | $88.21 | No quote |
| 14 | CHH | CHOICE HOTELS INTL INC COMMON STOCK USD.01 | 2.79% | - | 576,593 | $19.39M | $33.62 | No quote |
| 15 | V | VISA INC CLASS A SHARES COMMON STOCK USD.0001 | 2.71% | - | 124,057 | $18.81M | $151.58 | No quote |