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