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 |
| 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 |
| 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 |
| 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 |
| Q4  2024 | ≡ | EFX - Equifax Inc. | Add 32.09% | 176,434 | 0.62 | ≡ | CPRT - Copart Inc. | Add 21.12% | 765,698 | 0.61 | ≡ | CDNS - Cadence Design Systems | Add 12.77% | 25,366 | 0.11 | ≡ | ACN - Accenture | Add 11.59% | 136,236 | 0.66 | ≡ | CNI - Canadian Natl Railway Co. | Add 10.91% | 1,081 | 0.00 | ≡ | PG - Procter & Gamble | Add 10.81% | 114,397 | 0.27 | ≡ | INTU - Intuit Inc. | Add 8.31% | 45,603 | 0.40 | ≡ | MRSH - Marsh | Add 4.54% | 89,594 | 0.26 | ≡ | ADI - Analog Devices | Add 3.82% | 42,938 | 0.13 | ≡ | WAT - Waters Corp. | Add 3.19% | 25,172 | 0.13 | ≡ | GE - GE Aerospace | Add 1.69% | 44,811 | 0.10 | ≡ | MSCI - MSCI Inc. | Add 1.36% | 2,807 | 0.02 | ≡ | ZTS - Zoetis Inc. | Add 0.92% | 13,800 | 0.03 | ≡ | ILMN - Illumina Inc. | Buy | 495,286 | 0.91 | ≡ | BAH - Booz Allen Hamilton Hldg Corp. | Buy | 92,490 | 0.16 |
| Q3  2024 | ≡ | AMZN - Amazon.com Inc. | Add 58.83% | 551,277 | 1.34 | ≡ | CPRT - Copart Inc. | Add 53.02% | 1,256,264 | 0.86 | ≡ | V - Visa Inc. | Add 34.65% | 460,821 | 1.65 | ≡ | MRSH - Marsh | Add 32.70% | 486,253 | 1.41 | ≡ | ADI - Analog Devices | Add 21.03% | 195,366 | 0.59 | ≡ | ICE - Intercontinental Exchange Inc. | Add 11.56% | 308,800 | 0.65 | ≡ | MSFT - Microsoft Corp. | Add 4.47% | 54,157 | 0.30 | ≡ | CNI - Canadian Natl Railway Co. | Add 2.62% | 253 | 0.00 |
| Q2  2024 | ≡ | ACN - Accenture | Add 143.38% | 718,691 | 3.00 | ≡ | ADI - Analog Devices | Add 27.99% | 203,121 | 0.64 | ≡ | FICO - Fair Isaac Corp. | Add 27.42% | 68,371 | 1.40 | ≡ | MRSH - Marsh | Add 16.62% | 211,930 | 0.61 | ≡ | GE - GE Aerospace | Add 15.63% | 385,150 | 0.84 | ≡ | WMG - Warner Music Group Corp. CL A | Add 14.35% | 936,417 | 0.39 | ≡ | TMO - Thermo Fisher Scientific | Add 13.92% | 64,065 | 0.49 | ≡ | INTU - Intuit Inc. | Add 13.80% | 72,097 | 0.65 | ≡ | MSFT - Microsoft Corp. | Add 8.31% | 92,874 | 0.57 | ≡ | EFX - Equifax Inc. | Add 4.84% | 32,154 | 0.11 | ≡ | MCO - Moody's Corp. | Add 4.77% | 34,011 | 0.20 | ≡ | V - Visa Inc. | Add 4.76% | 60,473 | 0.22 | ≡ | WAT - Waters Corp. | Add 4.76% | 39,889 | 0.16 | ≡ | MSCI - MSCI Inc. | Add 4.74% | 20,898 | 0.14 | ≡ | PG - Procter & Gamble | Add 4.73% | 47,925 | 0.11 | ≡ | LIN - Linde plc | Add 2.84% | 9,775 | 0.06 | ≡ | BKNG - Booking Holdings Inc. | Add 0.59% | 12,550 | 0.03 | ≡ | ICE - Intercontinental Exchange Inc. | Add 0.30% | 8,074 | 0.02 | ≡ | AMZN - Amazon.com Inc. | Buy | 937,004 | 2.49 | ≡ | CNI - Canadian Natl Railway Co. | Buy | 9,658 | 0.02 |
| Q1  2024 | ≡ | MSCI - MSCI Inc. | Add 384.31% | 349,772 | 2.78 | ≡ | TMO - Thermo Fisher Scientific | Add 180.71% | 296,246 | 2.44 | ≡ | WMG - Warner Music Group Corp. CL A | Add 75.02% | 2,797,836 | 1.31 | ≡ | EL - Estee Lauder Cos. | Add 44.83% | 838,783 | 1.83 | ≡ | ZTS - Zoetis Inc. | Add 41.42% | 508,238 | 1.22 | ≡ | CPRT - Copart Inc. | Add 32.32% | 684,287 | 0.56 | ≡ | PG - Procter & Gamble | Add 28.88% | 226,994 | 0.52 | ≡ | WAT - Waters Corp. | Add 8.66% | 66,841 | 0.33 | ≡ | MRSH - Marsh | Add 7.94% | 93,809 | 0.27 | ≡ | INTU - Intuit Inc. | Add 4.60% | 22,992 | 0.21 | ≡ | MAR - Marriott Int'l. | Add 0.65% | 1,684 | 0.01 |