What did Lindsell Train buy in Q1 2026?

Lindsell Train opened 0 new positions and added to 2 existing holdings in the Q1 2026 13F.

What did Lindsell Train sell in Q1 2026?

Lindsell Train exited 1 position (TROW) and trimmed 4.

What Lindsell Train bought and sold in Q1 2026

In Q1 2026, Lindsell Train (Lindsell Train) added to 2, trimmed 4, exited 1 (TROW). The book stood at $3.14B across 27 positions, filed Apr 24, 2026.

0New2Added4Trimmed1Exited

Share𝕏 in

Added to (2)

INTUIntuit Inc+20% shares · 10.1% · $317M
ADBEAdobe Inc+32% shares · 0.1% · $2M

Trimmed (4)

MDLZMondelez International Inc-a-20% shares · 6.5% · $205M
PEPPepsico Inc-29% shares · 6.3% · $198M
KOCoca-cola Co/the-29% shares · <0.1% · $913K
CLColgate-palmolive CO-32% shares · <0.1% · $852K

Exited (1)

TROWT Rowe Price Group Incwas <0.1% of book

Lindsell Train's other filings

Q3 2025 changes Q2 2025 changes Q1 2025 changes Q4 2024 changes

Lindsell Train's full portfolio →The whole cohort in Q1 2026 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.