Bank Julius Baer & Co
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Bank Julius Baer & Co’s Moody's MCO Stock Holding History

Bank Julius Baer & Co’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 		$306K Sell
675
-170
-20% -$76.3K ﹤0.01% 474
2026
Q1 		$368K Sell
845
-30
-3% -$14.2K ﹤0.01% 458
2025
Q4 		$447K Sell
875
-2,541
-74% -$1.24M ﹤0.01% 434
2025
Q3 		$1.63M Buy
3,416
+1
+0% +$504 ﹤0.01% 343
2025
Q2 		$1.71M Sell
3,415
-1
-0% -$463 0.01% 306
2025
Q1 		$1.59M Buy
3,416
+320
+10% +$154K 0.01% 295
2024
Q4 		$1.62M Buy
3,096
+408
+15% +$195K 0.01% 284
2024
Q3 		$1.51M Sell
2,688
-175
-6% -$81.1K 0.01% 267
2024
Q2 		$1.34M Sell
2,863
-323
-10% -$129K 0.01% 223
2024
Q1 		$1.25M Hold
3,186
– – ﹤0.01% 248
2023
Q4 		$1.24M Sell
3,186
-39
-1% -$13.6K 0.01% 267
2023
Q3 		$1.02M Buy
3,225
+98
+3% +$33.3K 0.01% 259
2023
Q2 		$1.09M Sell
3,127
-59
-2% -$18.7K 0.01% 261
2023
Q1 		$975K Sell
3,186
-3,462
-52% -$1.05M 0.01% 274
2022
Q4 		$1.85M Buy
6,648
+392
+6% +$107K 0.01% 210
2022
Q3 		$1.52M Sell
6,256
-2,236
-26% -$650K 0.01% 208
2022
Q2 		$2.31M Buy
8,492
+2,980
+54% +$892K 0.02% 202
2022
Q1 		$1.86M Buy
5,512
+189
+4% +$63.6K 0.01% 227
2021
Q4 		$2.08M Buy
5,323
+4,650
+691% +$1.79M 0.01% 271
2021
Q3 		$239K Buy
673
+27
+4% +$10.2K ﹤0.01% 526
2021
Q2 		$234K Buy
646
+11
+2% +$3.66K ﹤0.01% 548
2021
Q1 		$190K Sell
635
-213
-25% -$60K ﹤0.01% 541
2020
Q4 		$246K Sell
848
-2,665
-76% -$745K ﹤0.01% 537
2020
Q3 		$1.02M Buy
3,513
+22
+0.6% +$6.28K 0.01% 292
2020
Q2 		$959K Sell
3,491
-462
-12% -$117K 0.01% 278
2020
Q1 		$835K Buy
+3,953
New +$961K 0.02% 249

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

Bank Julius Baer & Co's MCO Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Moody's (MCO) stake by 20% in Q2 2026, selling an estimated $76.3K and leaving 675 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Bank Julius Baer & Co first reported a position in MCO in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.31M in Q2 2022. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Bank Julius Baer & Co held 675 shares of Moody's worth $306K as of Q2 2026.
  • Bank Julius Baer & Co sold 170 Moody's shares in Q2 2026, an estimated $76.3K.
  • Moody's made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #474 holding.
  • Bank Julius Baer & Co first reported a position in Moody's in Q1 2020 and has held it in 26 quarters since.
  • Bank Julius Baer & Co's Moody's position peaked at $2.31M in Q2 2022.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.