Compagnie Lombard Odier SCmA’s Moody's MCO Stock Holding History

Compagnie Lombard Odier SCmA’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	$1.18M	Buy	2,600 +100	+4%	+$44.9K	0.01%	168
2026 Q1	$1.09M	Buy	2,500 +200	+9%	+$94.6K	0.01%	152
2025 Q4	$1.17M	Buy	+2,300	New	+$1.12M	0.01%	146
2023 Q1	–	Sell	-623	Closed	-$174K	–	663
2022 Q4	$174K	Buy	623 +398	+177%	+$109K	﹤0.01%	312
2022 Q3	$55K	Hold	225	–	–	﹤0.01%	452
2022 Q2	$61K	Hold	225	–	–	﹤0.01%	422
2022 Q1	$76K	Hold	225	–	–	﹤0.01%	407
2021 Q4	$88K	Hold	225	–	–	﹤0.01%	445
2021 Q3	$80K	Hold	225	–	–	﹤0.01%	456
2021 Q2	$82K	Buy	+225	New	+$74.9K	﹤0.01%	436
2017 Q1	–	Sell	-2,800	Closed	-$264K	–	798
2016 Q4	$264K	Buy	2,800 +535	+24%	+$54K	0.01%	407
2016 Q3	$245K	Sell	2,265 -350	-13%	-$36.8K	0.01%	449
2016 Q2	$245K	Hold	2,615	–	–	0.01%	450
2016 Q1	$253K	Buy	2,615 +1,415	+118%	+$127K	0.01%	450
2015 Q4	$120K	Hold	1,200	–	–	﹤0.01%	564
2015 Q3	$118K	Hold	1,200	–	–	﹤0.01%	493
2015 Q2	$130K	Sell	1,200 -430	-26%	-$46.3K	﹤0.01%	513
2015 Q1	$169K	Buy	+1,630	New	+$158K	0.01%	527
2014 Q4	–	Sell	-413	Closed	-$39K	–	825
2014 Q3	$39K	Hold	413	–	–	﹤0.01%	745
2014 Q2	$36K	Sell	413 -521	-56%	-$42.9K	﹤0.01%	773
2014 Q1	$74K	Buy	934 +521	+126%	+$40.8K	﹤0.01%	689
2013 Q4	$32K	Buy	+413	New	+$30.2K	﹤0.01%	745

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Compagnie Lombard Odier SCmA's MCO Position: Q2 2026 in Review

Compagnie Lombard Odier SCmA increased its Moody's (MCO) stake by 4% in Q2 2026, buying an estimated $44.9K and bringing the position to 2,600 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #168.

Compagnie Lombard Odier SCmA first reported a position in MCO in Q4 2013 and has held it in 22 quarters since. 1,406 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Compagnie Lombard Odier SCmA held 2,600 shares of Moody's worth $1.18M as of Q2 2026.
Compagnie Lombard Odier SCmA bought 100 Moody's shares in Q2 2026, an estimated $44.9K.
Moody's made up 0.01% of Compagnie Lombard Odier SCmA's portfolio in Q2 2026, its #168 holding.
Compagnie Lombard Odier SCmA first reported a position in Moody's in Q4 2013 and has held it in 22 quarters since.
1,406 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2026, filed 29 Jul 2026.