Fundsmith Investment Services
Fundsmith Investment Services reported 27 stocks worth $4.5B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MAR (7.4%), SYK (7.3%) and WAT (7.0%). Compared with Q1 2026, the fund opened new positions in UBER, MA and NFLX, added to TSM, TJX and BMI, trimmed MAR, SYK and WAT and sold out of MTD, ZTS and OTIS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MAR Marriott Intl Inc New | $334M | 7.4% | 902K | −297K (−25%) | 8 of 8 | |
| 2 |  SYK Stryker Corporation | $331M | 7.3% | 1.1M | −135K (−11%) | 8 of 8 | |
| 3 |  WAT Waters Corp | $314M | 7.0% | 838K | −259K (−24%) | 8 of 8 | |
| 4 |  CHD CHURCH & DWIGHT CO INC | $246M | 5.4% | 2.5M | −60K (−2%) | 8 of 8 | |
| 5 |  V Visa Inc | $233M | 5.2% | 680K | −345K (−34%) | 8 of 8 | |
| 6 |  TXN Texas Instrs Inc | $226M | 5.0% | 759K | −108K (−12%) | 8 of 8 | |
| 7 |  UBER Uber Technologies Inc | $213M | 4.7% | 3M | New position | 1 of 8 | |
| 8 |  MA Mastercard Incorporated | $202M | 4.5% | 393K | New position | 5 of 8 | |
| 9 |  GOOGL Alphabet Inc | $200M | 4.4% | 559K | −575K (−51%) | 8 of 8 | |
| 10 |  TSM Taiwan Semiconductor Mfg Ltd | $197M | 4.3% | 411K | +409K (+14323%) | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MTD Mettler Toledo International | $281M | 223K |
 ZTS Zoetis Inc | $132M | 1.1M |
 OTIS Otis Worldwide Corp | $74.5M | 967K |
 HD Home Depot Inc | $1.5M | 4,585 |
 AAPL Apple Inc | $554K | 2,183 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Fundsmith Investment Services 13F FAQ
What does Fundsmith Investment Services own?
Fundsmith Investment Services reported 27 stocks worth $4.5B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MAR (7.4%), SYK (7.3%) and WAT (7.0%). The table above lists every position in the filing (the top 10 without an account).
What did Fundsmith Investment Services buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 4 added to, 14 trimmed and 6 sold out. New positions include UBER, MA and NFLX. It sold all of MTD, ZTS and OTIS.
When will Fundsmith Investment Services file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Fundsmith Investment Services's portfolio worth?
The Q2 2026 filing reports $4.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.