AlTi Global
MCO icon

AlTi Global’s Moody's MCO Stock Holding History

AlTi Global’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$827K Sell
1,820
-667
-27% -$324K 0.02% 268
2026
Q2 		$1.13M Buy
2,487
+653
+36% +$293K 0.02% 251
2026
Q1 		$800K Sell
1,834
-322
-15% -$152K 0.02% 262
2025
Q4 		$1.1M Sell
2,156
-23
-1% -$11.2K 0.02% 219
2025
Q3 		$1.04M Buy
2,179
+15
+0.7% +$7.56K 0.02% 237
2025
Q2 		$1.09M Buy
2,164
+307
+17% +$142K 0.03% 221
2025
Q1 		$865K Sell
1,857
-628
-25% -$303K 0.02% 221
2024
Q4 		$1.18M Buy
2,485
+209
+9% +$100K 0.03% 202
2024
Q3 		$1.08M Sell
2,276
-481
-17% -$223K 0.03% 204
2024
Q2 		$1.16M Buy
+2,757
New +$1.1M 0.03% 201

Other funds holding MCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

AlTi Global's MCO Position: Q3 2026 in Review

AlTi Global reduced its Moody's (MCO) stake by 27% in Q3 2026, selling an estimated $324K and leaving 1,820 shares worth $827K. The position accounts for 0.02% of the portfolio, ranked #268.

AlTi Global first reported a position in MCO in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.18M in Q4 2024. 866 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • AlTi Global held 1,820 shares of Moody's worth $827K as of Q3 2026.
  • AlTi Global sold 667 Moody's shares in Q3 2026, an estimated $324K.
  • Moody's made up 0.02% of AlTi Global's portfolio in Q3 2026, its #268 holding.
  • AlTi Global first reported a position in Moody's in Q2 2024 and has held it in 10 quarters since.
  • AlTi Global's Moody's position peaked at $1.18M in Q4 2024.
  • 866 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on AlTi Global's 13F filing for Q3 2026, filed 9 Nov 2026.