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 Q2	$772M	Buy	1,704,229 +158,559	+10%	+$71.2M	7.46%	5
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 $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

Egerton Capital (UK)'s MCO Position: Q2 2026 in Review

Egerton Capital (UK) increased its Moody's (MCO) stake by 10% in Q2 2026, buying an estimated $71.2M and bringing the position to 1,704,229 shares worth $772M. The position accounts for 7.46% of the portfolio, ranked #5.

Egerton Capital (UK) first reported a position in MCO in Q2 2013 and has held it in 12 quarters since. 1,410 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Egerton Capital (UK) held 1,704,229 shares of Moody's worth $772M as of Q2 2026.
Egerton Capital (UK) bought 158,559 Moody's shares in Q2 2026, an estimated $71.2M.
Moody's made up 7.46% of Egerton Capital (UK)'s portfolio in Q2 2026, its #5 holding.
Egerton Capital (UK) first reported a position in Moody's in Q2 2013 and has held it in 12 quarters since.
1,410 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Egerton Capital (UK)'s 13F filing for Q2 2026, filed 21 Jul 2026.