London-based AKO Capital trimmed its position in Visa (V) by 17% during the second quarter of 2026, according to its latest SEC 13F filing. The firm sold just over 200,000 shares, reducing its total holding to 985,126 shares, which were valued at approximately $338 million at the end of the quarter. Visa remains one of the investment manager's largest positions.
This portfolio adjustment was disclosed in a filing dated August 12, 2026, for the trading period that concluded on June 30. Despite the reduction in shares, Visa's weighting within AKO Capital's portfolio actually increased from 7.02% to 7.87%. This suggests the stock performed strongly relative to the firm's other holdings during the quarter.