Fundsmith 13F: Exits Graco (GGG) Stake

Fundsmith Drops Graco Holdings Entirely

Fundsmith completely exited its investment in Graco Inc. (NYSE:GGG) during the period, according to a Form 13F filing filed with the Securities and Exchange Commission. The fund sold all 579016 shares it previously held, bringing its ending stake down to zero. Because 13F filings look backward at portfolio holdings from the end of a reporting period, this report reflects past positioning and might not show what the fund holds today.

Graco Stock Trades Below Moving Averages

Graco shares changed hands around $74.60, sitting near the lower end of a 52-week range that spans from $72.51 to $95.69. The stock price trades below both its 50-day moving average of $78.73 and its 200-day moving average of $82.07. With a P/E ratio of 24.08 and a forward P/E of 21.91, the industrial machinery provider operates with a market capitalization of roughly $12.4 billion.

Recent Insider Open-Market Purchases

Company insiders added to their holdings on July 1, 2026, with several leaders stepping in to buy shares at $75.61 apiece. Heather Anfang bought 353 shares for $26690.33, Eric Etchart picked up 174 shares for $13156.14, and Kevin Gilligan acquired 621 shares for $46953.81. In addition, Kevin Wheeler bought 331 shares for $25026.91, Jody Feragen purchased 414 shares for $31302.54, and Archie Black bought 353 shares for $26690.33.

Analysts Set New Price Targets

Major financial firms recently updated their outlooks on the industrial equipment maker. On October 14, 2026, RBC Capital maintained its Outperform rating with a $95.0 target. Earlier, on July 27, 2026, DA Davidson kept a Neutral rating and an $85.0 target. RBC Capital also adjusted targets earlier in July, setting figures at $96.0 on July 24 and $92.0 on July 16, while Wolfe Research downgraded the stock to Peer Perform on July 9, 2026. The stock carries a consensus Hold rating with a mean price target of $91.29 across seven analyst opinions.

Inside Graco's Industrial Equipment Operations

Graco Inc. designs, manufactures, and markets systems used to control, dispense, and spray fluid and powder materials across various global markets. The Minneapolis-based firm operates through segments serving contractor, industrial, and expansion markets, supplying everything from paint sprayers to specialized pumps for semiconductor and energy applications.

What to Watch Next for Graco

Investors can look to Graco's upcoming earnings report on October 21, 2026, for updates on revenue growth and profit margins. Future Form 13F filings will show whether other major institutional funds adjust their stakes in the machinery firm following Fundsmith's exit.