portfolio as of Q2 2026, filed Aug 12, 2026
Latest 13F filing: Q2 2026 (filed Aug 12, 2026). No newer filing yet.
1 of 21 holdings are Undervalued or On Sale by our valuation (1% of the money).
Valued by PaybackPrice; holdings from SEC 13F filings as of Jun 30, 2026. 1 not valued.
AKO Capital's portfolio holds 22 stocks worth $4.2B at the end of Q2 2026. The largest positions are ALC, SUNB, V, RACE and GE.
In Q2 2026, AKO Capital added to APD, CPRT, MA and SUNB.
In Q2 2026, AKO Capital sold out of BKNG, MRSH, RELX, CRM and FLTR.L and trimmed AMZN, ADI, CP, CSCO, EFX, FICO, GE, ICE, MSFT, MCO, SYK, V, WAT, WMB and LIN.
EFX is Undervalued or On Sale by our valuation.
Latest 13F filing: Q2 2026 (filed Aug 12, 2026). No newer filing yet.
From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →