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Burkett Asset Management’s Alcon ALC Stock Holding History

Burkett Asset Management’s Portfolio ALC Stock Details ALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.82M Buy
27,094
+7,180
+36% +$503K 1.7% 20
2026
Q1 		$1.5M Sell
19,914
-1,225
-6% -$97.7K 1.48% 23
2025
Q4 		$1.67M Buy
+21,139
New +$1.63M 1.68% 22

Other funds holding ALC

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Burkett Asset Management's ALC Position: Q2 2026 in Review

Burkett Asset Management increased its Alcon (ALC) stake by 36% in Q2 2026, buying an estimated $503K and bringing the position to 27,094 shares worth $1.82M. The position accounts for 1.7% of the portfolio, ranked #20.

Burkett Asset Management first reported a position in ALC in Q4 2025 and has held it in 3 quarters since. 628 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Burkett Asset Management held 27,094 shares of Alcon worth $1.82M as of Q2 2026.
  • Burkett Asset Management bought 7,180 Alcon shares in Q2 2026, an estimated $503K.
  • Alcon made up 1.7% of Burkett Asset Management's portfolio in Q2 2026, its #20 holding.
  • Burkett Asset Management first reported a position in Alcon in Q4 2025 and has held it in 3 quarters since.
  • 628 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Burkett Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.