AKO Capital

History Stock Activity ▼ Share change % change to portfolio
Q4  2023
≡ EL - Estee Lauder Cos. Add 304.84% 1,408,897 2.93
≡ WMG - Warner Music Group Corp. CL A Add 83.15% 1,693,259 0.86
≡ WAT - Waters Corp. Add 63.62% 300,158 1.41
≡ MMC - Marsh & McLennan Add 34.65% 303,967 0.82
≡ EFX - Equifax Inc. Add 30.78% 156,892 0.55
≡ GE - GE Aerospace Add 26.42% 514,369 0.93
≡ ZTS - Zoetis Inc. Add 26.27% 255,237 0.72
≡ MSFT - Microsoft Corp. Add 13.53% 132,936 0.71
≡ ANSS - ANSYS Inc. Add 9.53% 84,508 0.44
≡ ALC - Alcon Inc. Add 1.11% 72,370 0.08
≡ NKE - NIKE Inc. Buy 1,866,456 2.88
≡ MSCI - MSCI Inc. Buy 91,012 0.73
≡ MAR - Marriott Int'l. Reduce 2.49% 6,633 0.02
≡ MCO - Moody's Corp. Reduce 2.55% 18,636 0.10
≡ URI - United Rentals Reduce 2.55% 6,626 0.05
≡ CDNS - Cadence Design Systems Reduce 2.57% 15,913 0.06
≡ LIN - Linde plc Reduce 9.38% 56,179 0.33
≡ BKNG - Booking Holdings Inc. Reduce 11.51% 15,098 0.76
≡ ICE - Intercontinental Exchange Inc. Reduce 12.69% 464,905 0.85
≡ V - Visa Inc. Reduce 13.05% 247,542 0.92
≡ RACE - Ferrari NV Reduce 13.65% 110,305 0.53
≡ INTU - Intuit Inc. Reduce 13.77% 79,753 0.71
≡ PG - Procter & Gamble Reduce 14.75% 135,981 0.28
≡ ACN - Accenture Reduce 17.97% 260,322 1.30
≡ FICO - Fair Isaac Corp. Reduce 20.37% 71,514 1.18
≡ OTIS - Otis Worldwide Corp. Reduce 33.34% 736,011 0.94
≡ TMO - Thermo Fisher Scientific Reduce 51.56% 174,490 1.32
≡ CPRT - Copart Inc. Reduce 61.86% 3,433,998 2.40
≡ ALLE - Allegion Plc Reduce 81.08% 1,002,800 1.80
Q3  2023
≡ ZTS - Zoetis Inc. Add 122.66% 535,270 1.52
≡ INTU - Intuit Inc. Add 22.84% 107,701 0.90
≡ MMC - Marsh & McLennan Add 22.56% 161,498 0.50
≡ CPRT - Copart Inc. Add 10.68% 535,474 0.38
≡ ANSS - ANSYS Inc. Add 6.56% 54,576 0.27
≡ ALC - Alcon Inc. Add 0.09% 5,560 0.01
≡ GE - GE Aerospace Buy 1,947,026 3.51
≡ CDNS - Cadence Design Systems Buy 618,403 2.36
≡ WAT - Waters Corp. Buy 471,764 2.11
≡ WMG - Warner Music Group Corp. CL A Buy 2,036,295 1.04
≡ PG - Procter & Gamble Reduce 1.87% 17,596 0.04
≡ V - Visa Inc. Reduce 1.88% 36,303 0.14
≡ URI - United Rentals Reduce 1.88% 4,968 0.04
≡ FICO - Fair Isaac Corp. Reduce 1.89% 6,756 0.10
≡ MCO - Moody's Corp. Reduce 1.89% 14,068 0.07
≡ TMO - Thermo Fisher Scientific Reduce 2.07% 7,146 0.06
≡ MSFT - Microsoft Corp. Reduce 8.74% 94,066 0.48
≡ ICE - Intercontinental Exchange Inc. Reduce 12.04% 501,795 0.90
≡ RACE - Ferrari NV Reduce 12.95% 120,186 0.58
≡ OTIS - Otis Worldwide Corp. Reduce 14.60% 377,483 0.49
≡ ACN - Accenture Reduce 20.18% 366,386 1.84
≡ EL - Estee Lauder Cos. Reduce 21.67% 127,827 0.30
≡ EFX - Equifax Inc. Reduce 34.82% 272,276 0.81
≡ BKNG - Booking Holdings Inc. Reduce 37.74% 79,491 4.00
≡ MAR - Marriott Int'l. Reduce 41.49% 188,586 0.60
≡ ALLE - Allegion Plc Reduce 44.05% 973,692 1.65
≡ LIN - Linde plc Reduce 51.90% 646,532 3.93
≡ DG - Dollar General Sell 100.00% 450,666 1.16
Q2  2023
≡ MCO - Moody's Corp. Add 82.62% 337,280 1.77
≡ CPRT - Copart Inc. Add 54.98% 1,779,312 1.23
≡ URI - United Rentals Add 32.06% 64,260 0.43
≡ LIN - Linde plc Add 31.79% 300,482 1.73
≡ INTU - Intuit Inc. Add 17.00% 68,506 0.48
≡ ANSS - ANSYS Inc. Add 10.81% 81,217 0.41
≡ MMC - Marsh & McLennan Buy 715,777 2.04
≡ ICE - Intercontinental Exchange Inc. Reduce 0.20% 8,308 0.01
≡ ALC - Alcon Inc. Reduce 1.29% 85,028 0.11
≡ RACE - Ferrari NV Reduce 1.47% 13,842 0.07
≡ ACN - Accenture Reduce 3.00% 56,157 0.26
≡ EL - Estee Lauder Cos. Reduce 3.12% 18,976 0.06
≡ EFX - Equifax Inc. Reduce 4.25% 34,723 0.12
≡ ALLE - Allegion Plc Reduce 4.29% 99,016 0.18
≡ PG - Procter & Gamble Reduce 4.29% 42,153 0.10
≡ OTIS - Otis Worldwide Corp. Reduce 4.30% 116,218 0.16
≡ ZTS - Zoetis Inc. Reduce 4.31% 19,655 0.05
≡ FICO - Fair Isaac Corp. Reduce 4.32% 16,171 0.20
≡ V - Visa Inc. Reduce 5.04% 102,486 0.37
≡ MSFT - Microsoft Corp. Reduce 18.16% 238,941 1.23
≡ MAR - Marriott Int'l. Reduce 28.34% 179,792 0.50
≡ BKNG - Booking Holdings Inc. Reduce 39.02% 134,802 5.50
≡ TMO - Thermo Fisher Scientific Reduce 43.74% 268,711 2.12
≡ DG - Dollar General Reduce 55.99% 573,449 1.48
≡ ADBE - Adobe Inc. Sell 100.00% 216,689 1.27
Q1  2023
≡ MCO - Moody's Corp. Add 99.71% 203,808 0.95
≡ MSFT - Microsoft Corp. Add 58.60% 486,111 2.13
≡ ZTS - Zoetis Inc. Add 25.69% 93,218 0.24
≡ INTU - Intuit Inc. Add 23.84% 77,568 0.53
≡ ALC - Alcon Inc. Add 17.26% 972,228 1.05
≡ ANSS - ANSYS Inc. Add 13.40% 88,786 0.45
≡ LIN - Linde plc Add 10.28% 88,102 0.48
≡ DG - Dollar General Add 9.54% 89,187 0.29
≡ CPRT - Copart Inc. Buy 3,236,324 1.85
≡ URI - United Rentals Buy 200,433 1.21
≡ RACE - Ferrari NV Reduce 1.06% 10,094 0.04
≡ ACN - Accenture Reduce 2.52% 48,418 0.21
≡ PG - Procter & Gamble Reduce 4.37% 44,855 0.10
≡ ICE - Intercontinental Exchange Inc. Reduce 4.40% 192,287 0.31
≡ MAR - Marriott Int'l. Reduce 4.40% 29,205 0.07
≡ FICO - Fair Isaac Corp. Reduce 4.42% 17,307 0.19
≡ OTIS - Otis Worldwide Corp. Reduce 4.43% 125,323 0.16
≡ TMO - Thermo Fisher Scientific Reduce 5.11% 33,059 0.29