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Focused investors/AKO Capital

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.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 19 of 21 rows. Rows without a quote are marked unavailable.

1LINLINDE PLC12.59%Add +35.8%2,665,872$517.23M$194.02No quote
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7ALLEALLEGION PLC4.74%Add +6.3%1,878,923$194.75M$103.65No quote
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16VRSKVERISK ANALYTICS INC3.59%Reduce -2.7%932,967$147.54M$158.14No quote
17EWEDWARDS LIFESCIENCES CORP3.45%Add +12.8%643,499$141.51M$219.91No quote
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19ALCALCON INC3.00%Reduce -13.3%2,110,784$123.1M$58.32No quote
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21MCOMOODYS CORP2.28%Add +2.1%458,026$93.82M$204.83No quote