MKC:CC - Tracking Terry Smith's Fundsmith 13F Portfolio - Q4 2023 Update
2024-02-21 21:34:29 ET
Summary
- Fundsmith's 13F portfolio value increased by approximately 9% to $23.89B in Q4 2023.
- The top three holdings in the portfolio account for around 26% of the assets.
- New stakes were established in Clorox Company, while stakes were increased in Automatic Data Processing, Fortinet Inc., and Apple Inc.
This article is part of a series that provides an ongoing analysis of the changes made to Fundsmith’s 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 2/14/2024. Please visit our Tracking Terry Smith’s Fundsmith 13F Portfolio series to get an idea of their investment philosophy and our last update for the fund’s moves during Q3 2023....
Tracking Terry Smith's Fundsmith 13F Portfolio - Q4 2023 Update