AKO Capital

History Stock Activity Share change % change to portfolio
Q3  2020
CME - CME Group Sell 100.00% 638,179 1.81
Q2  2020
BKNG - Booking Holdings Inc. Add 112.54% 55,643 1.55
EBAY - eBay Inc. Add 49.71% 2,808,388 2.57
ADBE - Adobe Inc. Add 40.23% 130,551 0.99
EL - Estee Lauder Cos. Add 37.52% 435,932 1.44
MAR - Marriott Int'l. Add 37.33% 544,603 0.82
NKE - NIKE Inc. Add 19.61% 292,104 0.50
GOOG - Alphabet Inc. CL C Add 17.30% 546,400 0.67
V - Visa Inc. Add 14.64% 262,531 0.88
ALC - Alcon Inc. Add 12.94% 365,418 0.37
CHKP - Check Point Software Technologies Add 10.77% 167,784 0.31
ABEV - Ambev S.A. Add 10.10% 4,755,800 0.22
LIN - Linde plc Add 9.85% 371,462 1.37
ZTS - Zoetis Inc. Add 5.67% 77,644 0.19
VRSK - Verisk Analytics Inc. Add 4.54% 41,046 0.12
FICO - Fair Isaac Corp. Add 3.19% 11,421 0.08
OTIS - Otis Worldwide Corp. Buy 5,353,071 5.31
CLB - Core Laboratories Inc. Buy 1,329,300 0.47
MCO - Moody's Corp. Reduce 0.35% 1,901 0.01
GRFS - Grifols SA Reduce 7.31% 968,555 0.31
PG - Procter & Gamble Reduce 9.32% 193,814 0.41
ANSS - ANSYS Inc. Reduce 14.25% 115,546 0.59
CME - CME Group Reduce 14.46% 107,880 0.31
ALLE - Allegion Plc Reduce 16.16% 299,532 0.53
RACE - Ferrari NV Reduce 25.91% 661,502 1.97
RTX - RTX Corp. Sell 100.00% 2,983,253 5.93
EW - Edwards Lifesciences Corp. Sell 100.00% 753,568 3.00
AXP - American Express Sell 100.00% 1,526,357 2.75
Q1  2020
CHKP - Check Point Software Technologies Add 99.37% 776,543 1.64
RTX - RTX Corp. Add 61.32% 1,134,015 2.25
LIN - Linde plc Add 44.07% 1,154,087 4.27
V - Visa Inc. Add 31.29% 427,498 1.45
PG - Procter & Gamble Add 29.21% 470,065 1.09
EL - Estee Lauder Cos. Add 23.71% 222,680 0.75
AXP - American Express Add 20.49% 259,564 0.47
ABEV - Ambev S.A. Add 20.40% 7,975,590 0.39
ZTS - Zoetis Inc. Add 13.38% 161,532 0.40
MCO - Moody's Corp. Add 12.27% 58,701 0.26
GRFS - Grifols SA Add 6.73% 835,287 0.35
RACE - Ferrari NV Add 4.15% 101,747 0.33
CME - CME Group Add 1.39% 10,219 0.04
ALC - Alcon Inc. Add 0.55% 15,442 0.02
EBAY - eBay Inc. Buy 5,649,338 3.58
MAR - Marriott Int'l. Buy 1,458,967 2.30
ADBE - Adobe Inc. Buy 324,517 2.18
BKNG - Booking Holdings Inc. Buy 49,443 1.40
ANSS - ANSYS Inc. Reduce 5.27% 45,086 0.22
ALLE - Allegion Plc Reduce 5.51% 108,078 0.21
VRSK - Verisk Analytics Inc. Reduce 7.20% 70,120 0.21
EW - Edwards Lifesciences Corp. Reduce 9.04% 74,855 0.30
FICO - Fair Isaac Corp. Reduce 12.64% 51,779 0.34
GOOG - Alphabet Inc. CL C Reduce 13.33% 485,800 0.60
NKE - NIKE Inc. Reduce 41.49% 1,056,035 1.84
Q4  2019
ZTS - Zoetis Inc. Add 58.28% 444,675 1.27
ALC - Alcon Inc. Add 33.07% 698,118 0.85
EW - Edwards Lifesciences Corp. Add 28.74% 184,924 0.93
GOOG - Alphabet Inc. CL C Add 23.10% 683,720 0.98
RTX - RTX Corp. Add 20.14% 310,046 1.00
ABEV - Ambev S.A. Add 12.62% 4,382,063 0.44
V - Visa Inc. Add 11.16% 137,145 0.55
ANSS - ANSYS Inc. Add 10.09% 78,455 0.43
NKE - NIKE Inc. Add 4.47% 108,850 0.24
MCO - Moody's Corp. Add 4.43% 20,296 0.10
PG - Procter & Gamble Add 4.42% 68,066 0.18
VRSK - Verisk Analytics Inc. Add 4.42% 41,231 0.13
ALLE - Allegion Plc Add 4.41% 82,906 0.22
CME - CME Group Add 4.05% 28,655 0.12
GRFS - Grifols SA Add 2.03% 246,903 0.12
CHKP - Check Point Software Technologies Buy 781,478 1.87
LIN - Linde plc Reduce 1.76% 47,027 0.22
FICO - Fair Isaac Corp. Reduce 3.30% 13,984 0.11
EL - Estee Lauder Cos. Reduce 3.79% 36,972 0.16
RACE - Ferrari NV Reduce 4.20% 107,386 0.38
AXP - American Express Reduce 13.24% 193,272 0.52
MAR - Marriott Int'l. Sell 100.00% 1,253,498 3.80
Q3  2019
ZTS - Zoetis Inc. Add 151.70% 459,826 1.39
LIN - Linde plc Add 35.80% 702,716 3.32
RTX - RTX Corp. Add 23.44% 292,309 0.97
NKE - NIKE Inc. Add 22.25% 443,437 1.01
GOOG - Alphabet Inc. CL C Add 19.37% 480,340 0.71
PG - Procter & Gamble Add 16.75% 221,102 0.67
EW - Edwards Lifesciences Corp. Add 12.84% 73,245 0.39
ABEV - Ambev S.A. Add 7.26% 2,348,948 0.26
ALLE - Allegion Plc Add 6.30% 111,351 0.28
MCO - Moody's Corp. Add 2.15% 9,654 0.05
MAR - Marriott Int'l. Add 1.42% 17,546 0.05
AXP - American Express Reduce 2.18% 32,493 0.09
VRSK - Verisk Analytics Inc. Reduce 2.70% 25,875 0.10
V - Visa Inc. Reduce 2.89% 36,515 0.15
GRFS - Grifols SA Reduce 3.21% 403,280 0.20
ALC - Alcon Inc. Reduce 13.28% 323,227 0.46
ANSS - ANSYS Inc. Reduce 13.54% 121,705 0.66
RACE - Ferrari NV Reduce 14.49% 433,707 1.63
FICO - Fair Isaac Corp. Reduce 16.09% 81,229 0.60
EL - Estee Lauder Cos. Reduce 16.68% 195,439 0.95
CME - CME Group Reduce 24.39% 228,079 1.17
Q2  2019
CME - CME Group Add 54.60% 330,305 1.63
VRSK - Verisk Analytics Inc. Add 36.10% 254,336 0.95
EW - Edwards Lifesciences Corp. Add 24.41% 111,903 0.53
ABEV - Ambev S.A. Add 22.22% 5,882,307 0.70