13F Portfolios

AKO CAPITAL LLP: GE AEROSPACE (GE): Quarterly 13F Position History

As of Q1 2026, AKO CAPITAL LLP reported 996,847 shares of GE AEROSPACE (GE), worth $282.9M and representing 5.5% of its 13F equity book. Quarter-over-quarter share count change: 112,542 (-10.1%) . The position first appeared in Q3 2023 and has been disclosed across 11 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 11 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 996,847 112,542 -10.1% $282.9M 5.5% $283.8
Q4 2025 1,109,389 211,487 -16.0% $341.7M 5.2% $308.0
Q3 2025 1,320,876 742,130 -36.0% $397.3M 5.6% $300.8
Q2 2025 2,063,006 403,261 -16.4% $531.0M 6.7% $257.4
Q1 2025 2,466,267 226,790 -8.4% $493.6M 6.4% $200.1
Q4 2024 2,693,057 +44,811 +1.7% $449.2M 6.2% $166.8
Q3 2024 2,648,246 200,838 -7.0% $499.4M 6.5% $188.6
Q2 2024 2,849,084 +385,150 +15.6% $452.9M 6.2% $159.0
Q1 2024 2,463,934 +2,539 +0.1% $432.5M 6.1% $175.5
Q4 2023 2,461,395 +514,369 +26.4% $314.1M 4.5% $127.6
Q3 2023 1,947,026 $215.2M 3.5% $110.6

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did AKO CAPITAL LLP first disclose a GE position in 13F-HR filings?

AKO CAPITAL LLP first reported GE AEROSPACE (GE) on its 13F-HR filing for the period ending 2023-09-30 (Q3 2023). The position has appeared on 11 reported quarters within Pactolio's tracked window.

What was AKO CAPITAL LLP's most recent quarter-over-quarter share-count change in GE?

Between Q4 2025 and Q1 2026, AKO CAPITAL LLP reduced its GE position by 112,542 shares (-10.1%), leaving 996,847 shares at a market value of $282.9M.

Does the implied price-per-share represent AKO CAPITAL LLP's cost basis in GE?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.