AKO Capital

History Stock Activity Share change % change to portfolio
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
RACE - Ferrari NV Reduce 4.61% 29,934 0.18
AMZN - Amazon.com Inc. Reduce 5.37% 79,966 0.24
MSFT - Microsoft Corp. Reduce 9.68% 122,525 0.71
ICE - Intercontinental Exchange Inc. Reduce 12.55% 373,931 0.77
TMO - Thermo Fisher Scientific Reduce 25.90% 109,689 0.79
FICO - Fair Isaac Corp. Reduce 33.12% 73,574 2.02
WMG - Warner Music Group Corp. CL A Reduce 36.99% 2,538,131 1.09
LIN - Linde plc Reduce 63.78% 225,547 1.30
Q3  2024
ZTS - Zoetis Inc. Reduce 0.20% 3,050 0.01
LIN - Linde plc Reduce 0.26% 932 0.01
PG - Procter & Gamble Reduce 0.27% 2,858 0.01
ALC - Alcon Inc. Reduce 3.35% 213,488 0.28
ACN - Accenture Reduce 3.66% 44,707 0.21
RACE - Ferrari NV Reduce 3.77% 25,434 0.16
GE - GE Aerospace Reduce 7.05% 200,838 0.49
INTU - Intuit Inc. Reduce 7.68% 45,631 0.37
WMG - Warner Music Group Corp. CL A Reduce 8.06% 601,682 0.25
MCO - Moody's Corp. Reduce 8.48% 63,320 0.39
WAT - Waters Corp. Reduce 10.07% 88,445 0.42
BKNG - Booking Holdings Inc. Reduce 12.33% 265,650 0.58
TMO - Thermo Fisher Scientific Reduce 19.22% 100,775 0.81
EFX - Equifax Inc. Reduce 21.00% 146,154 0.56
FICO - Fair Isaac Corp. Reduce 30.07% 95,557 2.42
CDNS - Cadence Design Systems Reduce 34.55% 104,831 0.37
MSCI - MSCI Inc. Reduce 55.36% 255,586 1.95
EL - Estee Lauder Cos. Sell 100.00% 1,409,881 2.06
Q2  2024
ALC - Alcon Inc. Reduce 1.92% 124,854 0.15
RACE - Ferrari NV Reduce 2.01% 13,878 0.08
CDNS - Cadence Design Systems Reduce 2.30% 7,140 0.03
ZTS - Zoetis Inc. Reduce 13.83% 239,942 0.57
CPRT - Copart Inc. Reduce 15.42% 431,899 0.32
EL - Estee Lauder Cos. Reduce 47.97% 1,299,976 1.90
NKE - NIKE Inc. Sell 100.00% 1,498,301 1.99
OTIS - Otis Worldwide Corp. Sell 100.00% 761,938 1.07
MAR - Marriott Int'l. Sell 100.00% 261,008 0.93
Q1  2024
MCO - Moody's Corp. Reduce 0.00% 24 0.00
EFX - Equifax Inc. Reduce 0.42% 2,816 0.01