In a notable portfolio adjustment, London-based AKO Capital significantly reduced its holdings in Waters Corporation (WAT) by 75.11% during the second quarter of 2026. The firm's stake decreased from over 816,000 shares to approximately 203,000. Following the substantial sale, the value of AKO's position in the life sciences instrument maker fell to $76.27 million, and its portfolio weighting was adjusted from 4.76% down to 1.78%.
This trade information comes from a quarterly 13F filing submitted to the SEC on August 12, 2026, which discloses positions held as of June 30, 2026. Therefore, the filing reflects past trading activity and not necessarily the firm's current holdings. During the period of AKO's sale, Waters Corp was integrating a major acquisition and later reported Q2 revenue that beat estimates, raising its full-year guidance.