Troy Asset Management Ltd Long-Term Concentrated

Location: London, United Kingdom

CIK: 0001601407 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Sep 10, 2025

Total Value: $2.048B

Holdings (43)

KO COCA-COLA CO 16.4%
Value $336M Shares 7,170,410 Est. Cost $35.18 Unrealized +7.4%
MSFT MICROSOFT CORP 16.2%
Value $331M Shares 2,806,347 Est. Cost $67.28 Unrealized +52.0%
PG PROCTER & GAMBLE 13.1%
Value $268M Shares 2,571,121 Est. Cost $68.56 Unrealized +19.7%
PM PHILIP MORRIS INT 9.5%
Value $194M Shares 2,190,571 Est. Cost $74.85 Unrealized -25.1%
AXP AMERICAN EXPRESS CO 8.1%
Value $167M Shares 1,526,281 Est. Cost $76.64 Unrealized +25.0%
BRK/A BERKSHIRE HATHAWAY-A SHS 7.3%
Value $150M Shares 499 Est. Cost $265381.90 Unrealized +14.1%
WFC WELLS FARGO & CO 5.7%
Value $117M Shares 2,418,327 Est. Cost $42.14 Unrealized -3.3%
CL COLGATE-PALMOLIVE CO 5.2%
Value $106M Shares 1,541,807 Est. Cost $58.93 Unrealized -6.7%
FNV FRANCO-NEVADA CORP (US) 4.1%
Value $84.21M Shares 1,122,069 Est. Cost $68.26 Unrealized +2.0%
MEDTRONIC INC 1.4%
Value $28.2M Shares 309,603 Est. Cost $91.08 Unrealized
GOOGL ALPHABET INC-CL A 1.3%
Value $26.19M Shares 22,255 Est. Cost $48.71 Unrealized +15.0%
PYPL PAYPAL HOLDINGS INC 1.2%
Value $24.65M Shares 237,407 Est. Cost $59.77 Unrealized +58.0%
V VISA INC-CLASS A SHARES 1.0%
Value $19.97M Shares 127,841 Est. Cost $103.81 Unrealized +32.3%
EBAY EBAY INC 0.9%
Value $18.13M Shares 488,178 Est. Cost $32.45 Unrealized -4.7%
JNJ JOHNSON & JOHNSON 0.9%
Value $18.03M Shares 128,974 Est. Cost $104.93 Unrealized +5.2%
BDX BECTON DICKINSON AND CO 0.8%
Value $17M Shares 68,089 Est. Cost $171.06 Unrealized +24.4%
INTU INTUIT INC 0.7%
Value $13.98M Shares 53,482 Est. Cost $130.19 Unrealized +69.8%
FISV FISERV INC 0.7%
Value $13.4M Shares 151,824 Est. Cost $65.66 Unrealized +25.7%
MO ALTRIA GROUP INC 0.6%
Value $12.27M Shares 213,576 Est. Cost $36.14 Unrealized -17.8%
PEP PEPSICO INC 0.6%
Value $11.6M Shares 94,674 Est. Cost $89.21 Unrealized +3.6%
META FACEBOOK INC-A 0.4%
Value $9.099M Shares 54,589 Est. Cost $172.21 Unrealized -8.3%
CSCO CISCO SYSTEMS INC 0.4%
Value $8.045M Shares 149,000 Est. Cost $27.34 Unrealized +44.5%
CLX CLOROX COMPANY CLX US 0.4%
Value $7.542M Shares 47,000 Est. Cost $111.30 Unrealized +14.0%
BKNG BOOKING HOLDINGS INC 0.4%
Value $7.404M Shares 4,243 Est. Cost $1952.45 Unrealized -10.1%
DIS WALT DISNEY CO/THE DIS US 0.3%
Value $6.897M Shares 62,119 Est. Cost $107.88 Unrealized 0.0%
PAYX PAYCHEX INC 0.3%
Value $6.617M Shares 82,500 Est. Cost $46.61 Unrealized +29.7%
THOMSON REUTERS CORP 0.3%
Value $6.584M Shares 83,274 Est. Cost $79.06 Unrealized
ES EVERSOURCE ENERGY 0.3%
Value $5.889M Shares 83,000 Est. Cost $45.98 Unrealized +17.4%
HSY HERSHEY CO/THE 0.3%
Value $5.742M Shares 50,000 Est. Cost $88.12 Unrealized +5.3%
ALC ALCON AG 0.3%
Value $5.457M Shares 88,381 Est. Cost $61.74 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $3.823M Shares 64,659 Est. Cost $31.49 Unrealized +23.7%
EMR EMERSON ELECTRIC CO 0.2%
Value $3.8M Shares 55,500 Est. Cost $51.19 Unrealized +9.4%
MCD MCDONALD'S CORP 0.2%
Value $3.608M Shares 19,000 Est. Cost $129.30 Unrealized +19.6%
WU WESTERN UNION CO 0.2%
Value $3.565M Shares 193,000 Est. Cost $19.00 Unrealized
ACN ACCENTURE PLC-CL A 0.1%
Value $3.036M Shares 17,250 Est. Cost $129.15 Unrealized +10.1%
UNITED TECHNOLOGIES CORP 0.1%
Value $1.547M Shares 12,000 Est. Cost $116.08 Unrealized
PFE PFIZER INC 0.1%
Value $1.402M Shares 33,000 Est. Cost $22.25 Unrealized +31.4%
NEWS CORP-CL A 0.0%
Value $793K Shares 63,712 Est. Cost $12.45 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value $646K Shares 8,000 Est. Cost $54.34 Unrealized +2.0%
WTM WHITE MOUNTAINS INSURANCE GP 0.0%
Value $615K Shares 665 Est. Cost $874.10 Unrealized +3.6%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.0%
Value $86,000 Shares 1,730 Est. Cost $34.68 Unrealized +11.8%
KRAFT HEINZ CO 0.0%
Value $19,000 Shares 576 Est. Cost $32.99 Unrealized
GENERAL ELECTRIC CO 0.0%
Value $6,000 Shares 560 Est. Cost $25.00 Unrealized