Erste Asset Management’s Moody's MCO Stock Holding History

Erste Asset 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
2026 Q2	$9.35M	Buy	20,644 +864	+4%	+$388K	0.07%	232
2026 Q1	$8.54M	Buy	19,780 +10,638	+116%	+$5.03M	0.08%	210
2025 Q4	$4.75M	Sell	9,142 -3,594	-28%	-$1.75M	0.04%	279
2025 Q3	$6.12M	Sell	12,736 -25,889	-67%	-$13.1M	0.06%	223
2025 Q2	$18.9M	Buy	38,625 +36,845	+2,070%	+$17.1M	0.16%	138
2025 Q1	$821K	Sell	1,780 -392	-18%	-$189K	0.01%	393
2024 Q4	$1.04M	Buy	+2,172	New	+$1.04M	0.01%	382

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

Erste Asset Management's MCO Position: Q2 2026 in Review

Erste Asset Management increased its Moody's (MCO) stake by 4.4% in Q2 2026, buying an estimated $388K and bringing the position to 20,644 shares worth $9.35M. The position accounts for 0.07% of the portfolio, ranked #232.

Erste Asset Management first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.9M in Q2 2025. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Erste Asset Management held 20,644 shares of Moody's worth $9.35M as of Q2 2026.
Erste Asset Management bought 864 Moody's shares in Q2 2026, an estimated $388K.
Moody's made up 0.07% of Erste Asset Management's portfolio in Q2 2026, its #232 holding.
Erste Asset Management first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
Erste Asset Management's Moody's position peaked at $18.9M in Q2 2025.
1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.