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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
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 $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

AlTi Global's MCO Position: Q1 2026 in Review

AlTi Global reduced its Moody's (MCO) stake by 15% in Q1 2026, selling an estimated $152K and leaving 1,834 shares worth $800K. The position accounts for 0.02% of the portfolio, ranked #262.

AlTi Global first reported a position in MCO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q4 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • AlTi Global held 1,834 shares of Moody's worth $800K as of Q1 2026.
  • AlTi Global sold 322 Moody's shares in Q1 2026, an estimated $152K.
  • Moody's made up 0.02% of AlTi Global's portfolio in Q1 2026, its #262 holding.
  • AlTi Global first reported a position in Moody's in Q2 2024 and has held it in 8 quarters since.
  • AlTi Global's Moody's position peaked at $1.18M in Q4 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.