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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
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% +$99.7K 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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

AlTi Global's MCO Position: Q2 2026 in Review

AlTi Global increased its Moody's (MCO) stake by 36% in Q2 2026, buying an estimated $293K and bringing the position to 2,487 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #251.

AlTi Global first reported a position in MCO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.18M in Q4 2024. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • AlTi Global held 2,487 shares of Moody's worth $1.13M as of Q2 2026.
  • AlTi Global bought 653 Moody's shares in Q2 2026, an estimated $293K.
  • Moody's made up 0.02% of AlTi Global's portfolio in Q2 2026, its #251 holding.
  • AlTi Global first reported a position in Moody's in Q2 2024 and has held it in 9 quarters since.
  • AlTi Global's Moody's position peaked at $1.18M in Q4 2024.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.