What AKO Capital bought and sold in Q4 2025

In Q4 2025, AKO Capital (AKO Capital) opened 2 new positions — including CSCO (3.7%), MA (0.9%), added to 2, trimmed 3, exited 3 (ZTS, CDNS, BAH). The book stood at $6.57B across 22 positions, filed Feb 17, 2026.

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.