Banque de Luxembourg Investments (BLI)’s Moody's MCO Stock Holding History

Banque de Luxembourg Investments (BLI)’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	$11.4M	Sell	25,056 -18,237	-42%	-$8.19M	0.4%	62
2026 Q1	$22M	Hold	43,293	–	–	0.66%	42
2025 Q4	$22.3M	Sell	43,293 -9,327	-18%	-$4.55M	0.66%	43
2025 Q3	$25.3M	Sell	52,620 -460	-0.9%	-$232K	0.74%	36
2025 Q2	$25.9M	Buy	53,080 +3,180	+6%	+$1.47M	0.74%	37
2025 Q1	$23M	Sell	49,900 -100	-0.2%	-$48.2K	0.7%	44
2024 Q4	$23.7M	Buy	+50,000	New	+$23.9M	0.64%	44

Other funds holding MCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Banque de Luxembourg Investments (BLI)'s MCO Position: Q2 2026 in Review

Banque de Luxembourg Investments (BLI) reduced its Moody's (MCO) stake by 42% in Q2 2026, selling an estimated $8.19M and leaving 25,056 shares worth $11.4M. The position accounts for 0.4% of the portfolio, ranked #62.

Banque de Luxembourg Investments (BLI) first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.9M in Q2 2025. 802 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Banque de Luxembourg Investments (BLI) held 25,056 shares of Moody's worth $11.4M as of Q2 2026.
Banque de Luxembourg Investments (BLI) sold 18,237 Moody's shares in Q2 2026, an estimated $8.19M.
Moody's made up 0.4% of Banque de Luxembourg Investments (BLI)'s portfolio in Q2 2026, its #62 holding.
Banque de Luxembourg Investments (BLI) first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
Banque de Luxembourg Investments (BLI)'s Moody's position peaked at $25.9M in Q2 2025.
802 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Banque de Luxembourg Investments (BLI)'s 13F filing for Q2 2026, filed 10 Aug 2026.