AKO Capital
As of Q2 2026, AKO Capital reported 22 long-equity positions worth $4.29B in aggregate.
Copy-investor backtest
- Latest quarter
- +10.60%
- 1-year
- -8.70%
- 3-year
- +20.20%
- 5-year
- +21.29%
- 3-year vs S&P 500
- -49.03%
- 5-year vs S&P 500
- -53.29%
- 5-year top 5
- +8.29%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
Get email alerts when AKO Capital files a new 13F — sign in or create a free account.
Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| SUNB | SUNBELT RENTALS HOLDINGS INC | Add +90.7% | 10.59% | 6,074,817 | $454.46M | $74.81 | $61.03 - $85.94(55%)$64.45 -> $74.81 |
| APD | AIR PRODUCTS AND CHEMICALS I | Add +137.1% | 3.78% | 553,359 | $162.23M | $293.18 | $270.11 - $307.96(61%)$289.43 -> $292.96 |
| ALC | ALCON AG | Add +3.8% | 15.19% | 9,683,004 | $651.94M | $67.33 | $61.84 - $82.36(27%)$75.51 -> $67.17 |
| MA | MASTERCARD INCORPORATED | Add +22.1% | 2.27% | 189,941 | $97.55M | $513.60 | $464.52 - $534.21(70%)$491.65 -> $513.60 |
| CPRT | COPART INC | Add +139.6% | 0.43% | 656,567 | $18.51M | $28.19 | $27.84 - $35.66(4%)$33.02 -> $28.19 |