Nicolai Tangen - AKO Capital 13F Activity & Position Changes (Q2 2019)
According to the SEC 13F filed on Aug 12, 2026, the AKO Capital portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2019. 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
|