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 |