London-based investment firm AKO Capital significantly reduced its position in Equifax (EFX), cutting its holdings by 66.7% to 134,439 shares, according to a recent disclosure. The reported value of the stake is now approximately $21.34 million. This trade was part of a broader portfolio rotation during the second quarter of 2026 where the firm also notably reduced exposure to other technology and financial-data companies.
As with all 13F filings, this information is time-delayed; the report filed on August 12, 2026, reflects the firm's portfolio as of June 30, 2026. During that quarter, Equifax reported an 11% increase in revenue. The sale decreased AKO Capital's portfolio weight in Equifax from 1.42% to 0.50%. AKO is known for its long-term, research-driven investment philosophy focused on high-quality companies.