AKO Capital

History Stock Activity ▼ Share change % change to portfolio
Q2  2026
≡ CPRT - Copart Inc. Add 139.57% 382,509 0.25
≡ APD - Air Products & Chemicals Add 137.13% 320,003 2.19
≡ SUNB - Sunbelt Rentals Holdings Inc Add 90.72% 2,889,533 5.04
≡ MA - Mastercard Inc. Add 22.08% 34,349 0.41
≡ ALC - Alcon Inc. Add 3.84% 358,348 0.56
≡ RACE - Ferrari NV Reduce 4.33% 40,163 0.35
≡ CSL - Carlisle Companies Reduce 4.95% 9,963 0.08
≡ CP - Canadian Pacific Kansas City Reduce 11.71% 321,768 0.65
≡ MSFT - Microsoft Corp. Reduce 14.55% 106,990 0.93
≡ MCO - Moody's Corp. Reduce 16.23% 82,904 0.88
≡ WMB - Williams Cos. Reduce 16.32% 289,793 0.50
≡ V - Visa Inc. Reduce 17.00% 201,805 1.61
≡ FICO - Fair Isaac Corp. Reduce 18.55% 23,593 0.66
≡ GE - GE Aerospace Reduce 22.61% 225,430 1.96
≡ AMZN - Amazon.com Inc. Reduce 34.04% 589,335 3.27
≡ CSCO - Cisco Systems Reduce 35.22% 1,072,009 2.94
≡ ADI - Analog Devices Reduce 40.08% 412,642 3.82
≡ ICE - Intercontinental Exchange Inc. Reduce 46.27% 864,039 2.48
≡ LIN - Linde plc Reduce 51.88% 69,842 0.84
≡ EFX - Equifax Inc. Reduce 66.70% 269,335 1.00
≡ WAT - Waters Corp. Reduce 75.11% 613,573 5.37
≡ SYK - Stryker Corp. Reduce 91.75% 229,259 1.67
≡ BKNG - Booking Holdings Inc. Sell 100.00% 1,248,075 4.11
≡ CRM - Salesforce.com Sell 100.00% 354,805 1.30
≡ FLUT - Flutter Entertainment Plc Sell 100.00% 487,027 0.97
≡ MRSH - Marsh Sell 100.00% 261,527 0.89
≡ RELX - RELX plc Sell 100.00% 23,447 0.02
Q1  2026
≡ LIN - Linde plc Add 899.04% 121,155 1.18
≡ MA - Mastercard Inc. Add 55.42% 55,483 0.54
≡ ALC - Alcon Inc. Add 21.31% 1,637,956 2.39
≡ BKNG - Booking Holdings Inc. Add 16.64% 178,050 0.59
≡ CRM - Salesforce.com Add 13.50% 42,197 0.15
≡ FICO - Fair Isaac Corp. Add 12.79% 14,427 0.30
≡ WAT - Waters Corp. Add 8.42% 63,474 0.37
≡ SUNB - Sunbelt Rentals Holdings Inc Buy 3,185,284 4.06
≡ WMB - Williams Cos. Buy 1,775,909 2.53
≡ SYK - Stryker Corp. Buy 249,883 1.61
≡ APD - Air Products & Chemicals Buy 233,356 1.33
≡ CSL - Carlisle Companies Buy 201,377 1.32
≡ RELX - RELX plc Buy 23,447 0.02
≡ AMZN - Amazon.com Inc. Reduce 0.37% 6,433 0.03
≡ RACE - Ferrari NV Reduce 1.94% 18,344 0.12
≡ CSCO - Cisco Systems Reduce 2.25% 70,069 0.11
≡ CP - Canadian Pacific Kansas City Reduce 7.09% 209,566 0.32
≡ GE - GE Aerospace Reduce 10.14% 112,542 0.63
≡ ICE - Intercontinental Exchange Inc. Reduce 10.39% 216,636 0.67
≡ V - Visa Inc. Reduce 17.46% 251,036 1.48
≡ ADI - Analog Devices Reduce 17.51% 218,486 1.36
≡ MSFT - Microsoft Corp. Reduce 27.97% 285,501 2.07
≡ MCO - Moody's Corp. Reduce 30.65% 225,744 1.93
≡ EFX - Equifax Inc. Reduce 47.28% 362,181 1.27
≡ MRSH - Marsh Reduce 82.39% 1,223,333 4.16
≡ FLUT - Flutter Entertainment Plc Reduce 84.34% 2,622,399 5.22
≡ CPRT - Copart Inc. Reduce 95.44% 5,736,076 3.77
≡ INTU - Intuit Inc. Sell 100.00% 238,876 2.41
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