AKO Capital

History Stock Activity Share change % change to portfolio
Q4  2025
CP - Canadian Pacific Kansas City Add 269.87% 2,157,801 2.42
RACE - Ferrari NV Add 49.28% 311,907 1.77
CPRT - Copart Inc. Add 8.74% 482,889 0.29
ADI - Analog Devices Add 2.03% 24,862 0.10
ICE - Intercontinental Exchange Inc. Add 0.01% 184 0.00
CSCO - Cisco Systems Buy 3,113,706 3.65
MA - Mastercard Inc. Buy 100,109 0.87
FLUT - Flutter Entertainment Plc Reduce 0.34% 10,690 0.04
ALC - Alcon Inc. Reduce 3.61% 287,664 0.35
AMZN - Amazon.com Inc. Reduce 3.90% 70,430 0.25
MCO - Moody's Corp. Reduce 3.99% 30,575 0.24
CRM - Salesforce.com Reduce 4.15% 13,520 0.05
MSFT - Microsoft Corp. Reduce 4.52% 48,281 0.36
WAT - Waters Corp. Reduce 6.63% 53,493 0.31
FICO - Fair Isaac Corp. Reduce 8.78% 10,861 0.28
V - Visa Inc. Reduce 9.27% 146,890 0.78
GE - GE Aerospace Reduce 16.01% 211,487 0.99
MRSH - Marsh Reduce 17.50% 314,893 0.89
EFX - Equifax Inc. Reduce 18.37% 172,393 0.57
BKNG - Booking Holdings Inc. Reduce 33.76% 545,425 1.78
INTU - Intuit Inc. Reduce 64.58% 435,549 4.39
LIN - Linde plc Reduce 82.96% 65,609 0.44
ZTS - Zoetis Inc. Sell 100.00% 683,704 1.42
CDNS - Cadence Design Systems Sell 100.00% 168,767 0.84
BAH - Booz Allen Hamilton Hldg Corp. Sell 100.00% 86,866 0.12
Q3  2025
CDNS - Cadence Design Systems Add 28.04% 36,960 0.18
AMZN - Amazon.com Inc. Add 23.78% 347,385 1.08
FLUT - Flutter Entertainment Plc Add 4.94% 146,906 0.53
CPRT - Copart Inc. Add 3.49% 186,270 0.12
ALC - Alcon Inc. Add 3.38% 260,958 0.28
EFX - Equifax Inc. Add 2.91% 26,528 0.10
WAT - Waters Corp. Add 2.49% 19,602 0.08
MRSH - Marsh Add 0.98% 17,553 0.05
CP - Canadian Pacific Kansas City Buy 799,560 0.85
INTU - Intuit Inc. Reduce 0.20% 1,358 0.01
RACE - Ferrari NV Reduce 2.03% 13,146 0.09
LIN - Linde plc Reduce 3.50% 2,868 0.02
BAH - Booz Allen Hamilton Hldg Corp. Reduce 3.52% 3,167 0.00
ADI - Analog Devices Reduce 3.54% 44,843 0.16
V - Visa Inc. Reduce 3.56% 58,516 0.28
ICE - Intercontinental Exchange Inc. Reduce 4.91% 107,656 0.26
BKNG - Booking Holdings Inc. Reduce 6.50% 112,225 0.34
MCO - Moody's Corp. Reduce 7.30% 60,411 0.41
MSFT - Microsoft Corp. Reduce 16.00% 203,561 1.50
FICO - Fair Isaac Corp. Reduce 19.33% 29,627 0.63
CRM - Salesforce.com Reduce 30.50% 143,126 0.48
GE - GE Aerospace Reduce 35.97% 742,130 3.17
ZTS - Zoetis Inc. Reduce 54.75% 827,222 1.72
ILMN - Illumina Inc. Sell 100.00% 533,954 0.64
TMO - Thermo Fisher Scientific Sell 100.00% 26,427 0.14
CNI - Canadian Natl Railway Co. Sell 100.00% 19,073 0.03
Q2  2025
CRM - Salesforce.com Add 30.38% 109,346 0.38
INTU - Intuit Inc. Add 21.59% 119,972 1.19
EFX - Equifax Inc. Add 19.52% 148,915 0.49
FLUT - Flutter Entertainment Plc Add 14.77% 382,537 1.38
RACE - Ferrari NV Add 10.42% 60,988 0.38
ALC - Alcon Inc. Add 8.40% 597,835 0.67
CPRT - Copart Inc. Add 5.11% 259,830 0.16
ADI - Analog Devices Add 1.94% 24,143 0.07
MSFT - Microsoft Corp. Add 1.75% 21,839 0.14
FICO - Fair Isaac Corp. Add 1.73% 2,613 0.06
AMZN - Amazon.com Inc. Add 1.58% 22,740 0.06
MCO - Moody's Corp. Add 0.10% 820 0.01
ZTS - Zoetis Inc. Reduce 0.86% 13,034 0.03
LIN - Linde plc Reduce 3.57% 3,038 0.02
BAH - Booz Allen Hamilton Hldg Corp. Reduce 3.68% 3,439 0.00
ICE - Intercontinental Exchange Inc. Reduce 3.98% 90,770 0.21
CDNS - Cadence Design Systems Reduce 4.08% 5,602 0.02
BKNG - Booking Holdings Inc. Reduce 4.09% 73,625 0.22
V - Visa Inc. Reduce 7.47% 132,600 0.59
WAT - Waters Corp. Reduce 11.26% 99,869 0.44
MRSH - Marsh Reduce 16.00% 339,530 0.94
GE - GE Aerospace Reduce 16.35% 403,261 1.31
ILMN - Illumina Inc. Reduce 39.99% 355,760 0.43
TMO - Thermo Fisher Scientific Reduce 92.06% 306,418 1.62
ACN - Accenture Sell 100.00% 1,238,638 5.01
Q1  2025
ILMN - Illumina Inc. Add 79.64% 394,428 0.41
CNI - Canadian Natl Railway Co. Add 73.52% 8,081 0.01
MCO - Moody's Corp. Add 26.53% 173,347 1.05
ALC - Alcon Inc. Add 21.09% 1,239,291 1.52
CPRT - Copart Inc. Add 15.71% 689,683 0.51
MSFT - Microsoft Corp. Add 9.45% 107,983 0.53
WAT - Waters Corp. Add 8.81% 71,836 0.34
ADI - Analog Devices Add 6.56% 76,623 0.20
TMO - Thermo Fisher Scientific Add 6.07% 19,061 0.12
EFX - Equifax Inc. Add 5.05% 36,659 0.12
MRSH - Marsh Add 2.86% 58,902 0.19
AMZN - Amazon.com Inc. Add 2.10% 29,593 0.07
FICO - Fair Isaac Corp. Add 1.38% 2,058 0.05
ZTS - Zoetis Inc. Add 1.20% 18,022 0.04
V - Visa Inc. Add 1.07% 18,828 0.09
BAH - Booz Allen Hamilton Hldg Corp. Add 1.06% 982 0.00
FLUT - Flutter Entertainment Plc Buy 2,590,673 7.42
CRM - Salesforce.com Buy 359,908 1.25
BKNG - Booking Holdings Inc. Reduce 0.58% 10,450 0.03
ACN - Accenture Reduce 5.55% 72,827 0.29
RACE - Ferrari NV Reduce 5.58% 34,604 0.19
INTU - Intuit Inc. Reduce 6.50% 38,668 0.31
GE - GE Aerospace Reduce 8.42% 226,790 0.59
ICE - Intercontinental Exchange Inc. Reduce 12.40% 323,230 0.72