Egerton Capital (UK)’s Moody's MCO Stock Holding History

Egerton Capital (UK)’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	$674M	Buy	1,545,670 +772,261	+100%	+$365M	7.48%	3
2025 Q4	$395M	Buy	+773,409	New	+$377M	4.29%	9
2016 Q4	–	Sell	-1,586,598	Closed	-$172M	–	29
2016 Q3	$172M	Sell	1,586,598 -970,029	-38%	-$102M	1.95%	18
2016 Q2	$240M	Sell	2,556,627 -113,496	-4%	-$11M	2.69%	15
2016 Q1	$258M	Buy	2,670,123 +181,009	+7%	+$16.3M	2.46%	16
2015 Q4	$250M	Buy	+2,489,114	New	+$249M	2.59%	17
2014 Q3	–	Sell	-914,280	Closed	-$80.1M	–	38
2014 Q2	$80.1M	Sell	914,280 -2,608,907	-74%	-$215M	1.27%	23
2014 Q1	$279M	Sell	3,523,187 -318,162	-8%	-$24.9M	4.26%	8
2013 Q4	$301M	Buy	3,841,349 +122,182	+3%	+$8.94M	4.55%	7
2013 Q3	$262M	Buy	3,719,167 +2,850,874	+328%	+$187M	4.78%	8
2013 Q2	$52.9M	Buy	+868,293	New	+$52.7M	1.17%	21

Other funds holding MCO

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Egerton Capital (UK)'s MCO Position: Q1 2026 in Review

Egerton Capital (UK) increased its Moody's (MCO) stake by 100% in Q1 2026, buying an estimated $365M and bringing the position to 1,545,670 shares worth $674M. The position accounts for 7.48% of the portfolio, ranked #3.

Egerton Capital (UK) first reported a position in MCO in Q2 2013 and has held it in 11 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Egerton Capital (UK) held 1,545,670 shares of Moody's worth $674M as of Q1 2026.
Egerton Capital (UK) bought 772,261 Moody's shares in Q1 2026, an estimated $365M.
Moody's made up 7.48% of Egerton Capital (UK)'s portfolio in Q1 2026, its #3 holding.
Egerton Capital (UK) first reported a position in Moody's in Q2 2013 and has held it in 11 quarters since.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Egerton Capital (UK)'s 13F filing for Q1 2026, filed 13 May 2026.