AKO Capital

History Stock Activity ▲ Share change % change to portfolio
Q3  2024
≡ MSCI - MSCI Inc. Reduce 55.36% 255,586 1.95
≡ CDNS - Cadence Design Systems Reduce 34.55% 104,831 0.37
≡ FICO - Fair Isaac Corp. Reduce 30.07% 95,557 2.42
≡ EFX - Equifax Inc. Reduce 21.00% 146,154 0.56
≡ TMO - Thermo Fisher Scientific Reduce 19.22% 100,775 0.81
≡ BKNG - Booking Holdings Inc. Reduce 12.33% 10,626 0.58
≡ WAT - Waters Corp. Reduce 10.07% 88,445 0.42
≡ MCO - Moody's Corp. Reduce 8.48% 63,320 0.39
≡ WMG - Warner Music Group Corp. CL A Reduce 8.06% 601,682 0.25
≡ INTU - Intuit Inc. Reduce 7.68% 45,631 0.37
≡ GE - GE Aerospace Reduce 7.05% 200,838 0.49
≡ RACE - Ferrari NV Reduce 3.77% 25,434 0.16
≡ ACN - Accenture Reduce 3.66% 44,707 0.21
≡ ALC - Alcon Inc. Reduce 3.35% 213,488 0.28
≡ PG - Procter & Gamble Reduce 0.27% 2,858 0.01
≡ LIN - Linde plc Reduce 0.26% 932 0.01
≡ ZTS - Zoetis Inc. Reduce 0.20% 3,050 0.01
≡ EL - Estee Lauder Cos. Sell 100.00% 1,409,881 2.06
Q2  2024
≡ EL - Estee Lauder Cos. Reduce 47.97% 1,299,976 1.90
≡ CPRT - Copart Inc. Reduce 15.42% 431,899 0.32
≡ ZTS - Zoetis Inc. Reduce 13.83% 239,942 0.57
≡ CDNS - Cadence Design Systems Reduce 2.30% 7,140 0.03
≡ RACE - Ferrari NV Reduce 2.01% 13,878 0.08
≡ ALC - Alcon Inc. Reduce 1.92% 124,854 0.15
≡ MAR - Marriott Int'l. Sell 100.00% 261,008 0.93
≡ OTIS - Otis Worldwide Corp. Sell 100.00% 761,938 1.07
≡ NKE - NIKE Inc. Sell 100.00% 1,498,301 1.99
Q1  2024
≡ ACN - Accenture Reduce 57.82% 687,202 3.37
≡ CDNS - Cadence Design Systems Reduce 48.46% 291,941 1.29
≡ OTIS - Otis Worldwide Corp. Reduce 48.22% 709,471 1.00
≡ LIN - Linde plc Reduce 36.51% 198,227 1.31
≡ BKNG - Booking Holdings Inc. Reduce 26.16% 30,360 1.56
≡ V - Visa Inc. Reduce 23.01% 379,443 1.50
≡ NKE - NIKE Inc. Reduce 19.72% 368,155 0.49
≡ ICE - Intercontinental Exchange Inc. Reduce 16.78% 537,045 1.04
≡ FICO - Fair Isaac Corp. Reduce 10.79% 30,148 0.53
≡ ALC - Alcon Inc. Reduce 1.53% 100,907 0.12
≡ RACE - Ferrari NV Reduce 1.24% 8,636 0.05
≡ EFX - Equifax Inc. Reduce 0.42% 2,816 0.01
≡ MCO - Moody's Corp. Reduce 0.00% 24 0.00
≡ ALLE - Allegion Plc Sell 100.00% 234,045 0.42
≡ URI - United Rentals Sell 100.00% 253,099 2.07
≡ ANSS - ANSYS Inc. Sell 100.00% 971,461 5.02
Q4  2023
≡ ALLE - Allegion Plc Reduce 81.08% 1,002,800 1.80
≡ CPRT - Copart Inc. Reduce 61.86% 3,433,998 2.40
≡ TMO - Thermo Fisher Scientific Reduce 51.56% 174,490 1.32
≡ OTIS - Otis Worldwide Corp. Reduce 33.34% 736,011 0.94
≡ FICO - Fair Isaac Corp. Reduce 20.37% 71,514 1.18
≡ ACN - Accenture Reduce 17.97% 260,322 1.30
≡ PG - Procter & Gamble Reduce 14.75% 135,981 0.28
≡ INTU - Intuit Inc. Reduce 13.77% 79,753 0.71
≡ RACE - Ferrari NV Reduce 13.65% 110,305 0.53
≡ V - Visa Inc. Reduce 13.05% 247,542 0.92
≡ ICE - Intercontinental Exchange Inc. Reduce 12.69% 464,905 0.85
≡ BKNG - Booking Holdings Inc. Reduce 11.51% 15,098 0.76
≡ LIN - Linde plc Reduce 9.38% 56,179 0.33
≡ CDNS - Cadence Design Systems Reduce 2.57% 15,913 0.06
≡ URI - United Rentals Reduce 2.55% 6,626 0.05
≡ MCO - Moody's Corp. Reduce 2.55% 18,636 0.10
≡ MAR - Marriott Int'l. Reduce 2.49% 6,633 0.02
Q3  2023
≡ LIN - Linde plc Reduce 51.90% 646,532 3.93
≡ ALLE - Allegion Plc Reduce 44.05% 973,692 1.65
≡ MAR - Marriott Int'l. Reduce 41.49% 188,586 0.60
≡ BKNG - Booking Holdings Inc. Reduce 37.74% 79,491 4.00
≡ EFX - Equifax Inc. Reduce 34.82% 272,276 0.81
≡ EL - Estee Lauder Cos. Reduce 21.67% 127,827 0.30
≡ ACN - Accenture Reduce 20.18% 366,386 1.84
≡ OTIS - Otis Worldwide Corp. Reduce 14.60% 377,483 0.49
≡ RACE - Ferrari NV Reduce 12.95% 120,186 0.58
≡ ICE - Intercontinental Exchange Inc. Reduce 12.04% 501,795 0.90
≡ MSFT - Microsoft Corp. Reduce 8.74% 94,066 0.48
≡ TMO - Thermo Fisher Scientific Reduce 2.07% 7,146 0.06
≡ MCO - Moody's Corp. Reduce 1.89% 14,068 0.07
≡ FICO - Fair Isaac Corp. Reduce 1.89% 6,756 0.10
≡ URI - United Rentals Reduce 1.88% 4,968 0.04
≡ V - Visa Inc. Reduce 1.88% 36,303 0.14
≡ PG - Procter & Gamble Reduce 1.87% 17,596 0.04
≡ DG - Dollar General Sell 100.00% 450,666 1.16
Q2  2023
≡ DG - Dollar General Reduce 55.99% 573,449 1.48
≡ TMO - Thermo Fisher Scientific Reduce 43.74% 268,711 2.12
≡ BKNG - Booking Holdings Inc. Reduce 39.02% 134,802 5.50
≡ MAR - Marriott Int'l. Reduce 28.34% 179,792 0.50
≡ MSFT - Microsoft Corp. Reduce 18.16% 238,941 1.23
≡ V - Visa Inc. Reduce 5.04% 102,486 0.37
≡ FICO - Fair Isaac Corp. Reduce 4.32% 16,171 0.20
≡ ZTS - Zoetis Inc. Reduce 4.31% 19,655 0.05
≡ OTIS - Otis Worldwide Corp. Reduce 4.30% 116,218 0.16
≡ PG - Procter & Gamble Reduce 4.29% 42,153 0.10
≡ ALLE - Allegion Plc Reduce 4.29% 99,016 0.18
≡ EFX - Equifax Inc. Reduce 4.25% 34,723 0.12
≡ EL - Estee Lauder Cos. Reduce 3.12% 18,976 0.06
≡ ACN - Accenture Reduce 3.00% 56,157 0.26
≡ RACE - Ferrari NV Reduce 1.47% 13,842 0.07
≡ ALC - Alcon Inc. Reduce 1.29% 85,028 0.11
≡ ICE - Intercontinental Exchange Inc. Reduce 0.20% 8,308 0.01
≡ ADBE - Adobe Inc. Sell 100.00% 216,689 1.27
Q1  2023
≡ ADBE - Adobe Inc. Reduce 67.11% 442,062 2.59
≡ EFX - Equifax Inc. Reduce 32.15% 387,024 1.19
≡ EL - Estee Lauder Cos. Reduce 30.36% 265,536 0.99
≡ ALLE - Allegion Plc Reduce 10.82% 280,225 0.45