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HS Management Partners, LLC – ‘13F-HR’ for 9/30/23 – ‘INFO-TABLE’

On:  Thursday, 10/5/23, at 2:16pm ET   ·   Effective:  10/5/23   ·   For:  9/30/23   ·   Accession #:  1172661-23-3294   ·   File #:  28-13328

Previous ‘13F-HR’:  ‘13F-HR’ on 8/11/23 for 6/30/23   ·   Next:  ‘13F-HR’ on 1/11/24 for 12/31/23   ·   Latest:  ‘13F-HR’ on 4/16/24 for 3/31/24

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  As Of               Filer                 Filing    For·On·As Docs:Size             Issuer                      Filing Agent

10/05/23  HS Management Partners, LLC       13F-HR      9/30/23    2:13K                                    Adviser Compliance … LLC

Quarterly Holdings and Combination Report by a Money Manager   —   Form 13F

Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: 13F-HR      Quarterly Holdings and Combination Report by a      HTML      5K 
                Money Manager -- primary_doc.xml/2.2                             
 2: INFO-TABLE  Portfolio Securities Holdings Info Table --         HTML     12K 
                infotable.xml

‘INFO-TABLE’   —   Portfolio Securities Holdings Info Table — infotable.xml



        

This ‘INFO-TABLE’ Document is an XML Data File that may be rendered in various formats:

  Information Table    –   Plain Text   –  SEC Website  –  EDGAR System  –    XML Data    –  <?xml?> File
 
 
XML Data rendering:  Portfolio Securities Holdings Info Table
 
                                                                                                                                                                                
<?xml version="1.0" encoding="windows-1252"?>
<informationTable xsi:schemaLocation="http://www.sec.gov/edgar/document/thirteenf/informationtable eis_13FDocument.xsd" xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:n1="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<infoTable>
<nameOfIssuer> ALPHABET INC </nameOfIssuer>
<titleOfClass> CAP STK CL C </titleOfClass>
<cusip> 02079K107 </cusip>
<value> 122596271 </value>
<shrsOrPrnAmt>
<sshPrnamt> 929816 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 923416 </Sole>
<Shared> 0 </Shared>
<None> 6400 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> BLACKROCK INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 09247X101 </cusip>
<value> 89553734 </value>
<shrsOrPrnAmt>
<sshPrnamt> 138523 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 137353 </Sole>
<Shared> 0 </Shared>
<None> 1170 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> COCA COLA CO </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 191216100 </cusip>
<value> 86950263 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1553238 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1540013 </Sole>
<Shared> 0 </Shared>
<None> 13225 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> DIAGEO PLC </nameOfIssuer>
<titleOfClass> SPON ADR NEW </titleOfClass>
<cusip> 25243Q205 </cusip>
<value> 90609843 </value>
<shrsOrPrnAmt>
<sshPrnamt> 607386 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 602466 </Sole>
<Shared> 0 </Shared>
<None> 4920 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> DICKS SPORTING GOODS INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 253393102 </cusip>
<value> 121095799 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1115268 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1106393 </Sole>
<Shared> 0 </Shared>
<None> 8875 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> LOCKHEED MARTIN CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 539830109 </cusip>
<value> 110031506 </value>
<shrsOrPrnAmt>
<sshPrnamt> 269052 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 266882 </Sole>
<Shared> 0 </Shared>
<None> 2170 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> MARRIOTT INTL INC NEW </nameOfIssuer>
<titleOfClass> CL A </titleOfClass>
<cusip> 571903202 </cusip>
<value> 41080647 </value>
<shrsOrPrnAmt>
<sshPrnamt> 208998 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 207428 </Sole>
<Shared> 0 </Shared>
<None> 1570 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> MATTEL INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 577081102 </cusip>
<value> 83491497 </value>
<shrsOrPrnAmt>
<sshPrnamt> 3789900 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 3760250 </Sole>
<Shared> 0 </Shared>
<None> 29650 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> MCDONALDS CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 580135101 </cusip>
<value> 54809482 </value>
<shrsOrPrnAmt>
<sshPrnamt> 208053 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 206453 </Sole>
<Shared> 0 </Shared>
<None> 1600 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> MICROSOFT CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 594918104 </cusip>
<value> 94159176 </value>
<shrsOrPrnAmt>
<sshPrnamt> 298208 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 296338 </Sole>
<Shared> 0 </Shared>
<None> 1870 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> MONDELEZ INTL INC </nameOfIssuer>
<titleOfClass> CL A </titleOfClass>
<cusip> 609207105 </cusip>
<value> 107055399 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1542585 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1530510 </Sole>
<Shared> 0 </Shared>
<None> 12075 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> NIKE INC </nameOfIssuer>
<titleOfClass> CL B </titleOfClass>
<cusip> 654106103 </cusip>
<value> 125962617 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1317325 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1306650 </Sole>
<Shared> 0 </Shared>
<None> 10675 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> PAYPAL HLDGS INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 70450Y103 </cusip>
<value> 115429270 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1974500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1958675 </Sole>
<Shared> 0 </Shared>
<None> 15825 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> PEPSICO INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 713448108 </cusip>
<value> 108647978 </value>
<shrsOrPrnAmt>
<sshPrnamt> 641218 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 636065 </Sole>
<Shared> 0 </Shared>
<None> 5153 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> PROCTER AND GAMBLE CO </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 742718109 </cusip>
<value> 99826730 </value>
<shrsOrPrnAmt>
<sshPrnamt> 684401 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 678901 </Sole>
<Shared> 0 </Shared>
<None> 5500 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> RALPH LAUREN CORP </nameOfIssuer>
<titleOfClass> CL A </titleOfClass>
<cusip> 751212101 </cusip>
<value> 112827174 </value>
<shrsOrPrnAmt>
<sshPrnamt> 971894 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 964219 </Sole>
<Shared> 0 </Shared>
<None> 7675 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SCHLUMBERGER LTD </nameOfIssuer>
<titleOfClass> COM STK </titleOfClass>
<cusip> 806857108 </cusip>
<value> 67953606 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1165585 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1157110 </Sole>
<Shared> 0 </Shared>
<None> 8475 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SCHWAB CHARLES CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 808513105 </cusip>
<value> 131522832 </value>
<shrsOrPrnAmt>
<sshPrnamt> 2395680 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 2376280 </Sole>
<Shared> 0 </Shared>
<None> 19400 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> STARBUCKS CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 855244109 </cusip>
<value> 92292863 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1011207 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1003082 </Sole>
<Shared> 0 </Shared>
<None> 8125 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> VISA INC </nameOfIssuer>
<titleOfClass> COM CL A </titleOfClass>
<cusip> 92826C839 </cusip>
<value> 43227159 </value>
<shrsOrPrnAmt>
<sshPrnamt> 187936 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 186486 </Sole>
<Shared> 0 </Shared>
<None> 1450 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> WILLIAMS SONOMA INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 969904101 </cusip>
<value> 92318323 </value>
<shrsOrPrnAmt>
<sshPrnamt> 594069 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 589249 </Sole>
<Shared> 0 </Shared>
<None> 4820 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> YUM BRANDS INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 988498101 </cusip>
<value> 110880877 </value>
<shrsOrPrnAmt>
<sshPrnamt> 887473 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 880398 </Sole>
<Shared> 0 </Shared>
<None> 7075 </None>
</votingAuthority>
</infoTable>
</informationTable>


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Filing Submission 0001172661-23-003294   –   Alternative Formats (Word / Rich Text, HTML, Plain Text, et al.)
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