Delta Global Management’s Moody's MCO Stock Holding History

Delta Global Management’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
2025 Q2	–	Sell	-4,466	Closed	-$2.08M	–	218
2025 Q1	$2.08M	Buy	+4,466	New	+$2.15M	0.15%	155

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delta Global Management's MCO Position: Q2 2025 in Review

Delta Global Management sold out of Moody's (MCO) in Q2 2025, closing a stake of 4,466 shares — an estimated $2.08M sold.

Delta Global Management first reported a position in MCO in Q1 2025 and held it in 1 quarter. The position peaked at $2.08M in Q1 2025. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

Delta Global Management reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
Delta Global Management sold 4,466 Moody's shares in Q2 2025, an estimated $2.08M.
Delta Global Management first reported a position in Moody's in Q1 2025 and held it in 1 quarter.
Delta Global Management's Moody's position peaked at $2.08M in Q1 2025.
1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Delta Global Management's 13F filing for Q2 2025, filed 14 Aug 2025.