Nicolai Tangen - AKO Capital 13F Activity & Position Changes (Q2 2019)
As of Jun 30, 2019, the AKO Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2019, the filing reported:
New Buys - Alcon, Zoetis Inc.
Increases - Ambev S.A., American Express Company, CME Group Inc., Edwards Lifesciences Corporatio, Allegion, and 7 more
Reductions - ANSYS, Inc., Estee Lauder Companies, Inc. (T, Fair Isaac Corporation, Moody's Corporation, Ferrari
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2019
|
ABEV
Ambev S.A.
|
Buy |
+5,882,307
|
|
Q2 2019
|
ALC
Alcon
|
Buy - Position Entry |
+2,434,011
|
|
Q2 2019
|
ANSS
ANSYS, Inc.
|
Sell |
-42,152
|
|
Q2 2019
|
AXP
American Express Company
|
Buy |
+62,372
|
|
Q2 2019
|
CME
CME Group Inc.
|
Buy |
+330,305
|
|
Q2 2019
|
EL
Estee Lauder Companies, Inc. (T
|
Sell |
-28,255
|
|
Q2 2019
|
EW
Edwards Lifesciences Corporatio
|
Buy |
+111,903
|
|
Q2 2019
|
FICO
Fair Isaac Corporation
|
Sell |
-86,815
|
|
Q2 2019
|
G0176J109
Allegion
|
Buy |
+12,909
|
|
Q2 2019
|
GOOG
Alphabet Inc.
|
Buy |
+1,595
|
|
Q2 2019
|
GRFS
Grifols, S.A.
|
Buy |
+654,497
|
|
Q2 2019
|
MAR
Marriott International
|
Buy |
+22,173
|
|
Q2 2019
|
MCO
Moody's Corporation
|
Sell |
-71,806
|
|
Q2 2019
|
NKE
Nike, Inc.
|
Buy |
+35,166
|
|
Q2 2019
|
PG
Procter & Gamble Company (The)
|
Buy |
+112,063
|
|
Q2 2019
|
RACE
Ferrari
|
Sell |
-195,499
|
|
Q2 2019
|
V
Visa Inc.
|
Buy |
+55,692
|
|
Q2 2019
|
VRSK
Verisk Analytics, Inc.
|
Buy |
+254,336
|
|
Q2 2019
|
ZTS
Zoetis Inc.
|
Buy - Position Entry |
+303,117
|