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AKO Capital’s MSCI MSCI Stock Holding History

AKO Capital’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-208,903
Closed -$125M – 27
2024
Q4 		$125M Buy
208,903
+2,807
+1% +$1.68M 1.73% 22
2024
Q3 		$120M Sell
206,096
-255,586
-55% -$139M 1.57% 23
2024
Q2 		$222M Buy
461,682
+20,898
+5% +$10.4M 3.06% 17
2024
Q1 		$247M Buy
440,784
+349,772
+384% +$197M 3.5% 16
2023
Q4 		$51.5M Buy
+91,012
New +$47M 0.73% 28

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AKO Capital's MSCI Position: Q1 2025 in Review

AKO Capital sold out of MSCI (MSCI) in Q1 2025, closing a stake of 208,903 shares — an estimated $125M sold.

AKO Capital first reported a position in MSCI in Q4 2023 and held it in 5 quarters. The position peaked at $247M in Q1 2024. 1,077 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

  • AKO Capital reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
  • AKO Capital sold 208,903 MSCI shares in Q1 2025, an estimated $125M.
  • AKO Capital first reported a position in MSCI in Q4 2023 and held it in 5 quarters.
  • AKO Capital's MSCI position peaked at $247M in Q1 2024.
  • 1,077 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on AKO Capital's 13F filing for Q1 2025, filed 14 May 2025.