AKO Capital
| History | Stock | Activity ▼ | Share change | % change to portfolio |
| Q2  2026 | ≡ | 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 | ≡ | 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 | ≡ | 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 | ≡ | 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 | ≡ | 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 | ≡ | 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 | ≡ | LIN - Linde plc | Reduce 33.63% | 43,071 | 0.26 | ≡ | CDNS - Cadence Design Systems | Reduce 38.64% | 86,535 | 0.28 | ≡ | PG - Procter & Gamble | Sell 100.00% | 1,172,423 | 2.72 | ≡ | WMG - Warner Music Group Corp. CL A | Sell 100.00% | 4,323,994 | 1.85 | ≡ | MSCI - MSCI Inc. | Sell 100.00% | 208,903 | 1.73 |
| Q4  2024 | ≡ | V - Visa Inc. | Reduce 1.88% | 33,630 | 0.15 | ≡ | BKNG - Booking Holdings Inc. | Reduce 4.11% | 77,725 | 0.21 | ≡ | MCO - Moody's Corp. | Reduce 4.40% | 30,073 | 0.20 | ≡ | ALC - Alcon Inc. | Reduce 4.57% | 281,535 | 0.33 |