J. Safra Sarasin Holding’s Moody's MCO Stock Holding History

J. Safra Sarasin Holding’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	$25M	Sell	57,305 -26,737	-32%	-$12.6M	0.43%	68
2025 Q4	$42.9M	Sell	84,042 -541	-0.6%	-$264K	0.7%	42
2025 Q3	$40.3M	Buy	84,583 +4,146	+5%	+$2.09M	0.65%	45
2025 Q2	$40.3M	Buy	80,437 +3,047	+4%	+$1.41M	0.7%	42
2025 Q1	$36M	Buy	77,390 +3,772	+5%	+$1.82M	0.65%	47
2024 Q4	$34.8M	Buy	73,618 +977	+1%	+$466K	0.59%	49
2024 Q3	$34.5M	Buy	72,641 +3,717	+5%	+$1.72M	0.6%	50
2024 Q2	$29M	Buy	+68,924	New	+$27.4M	0.53%	55

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

J. Safra Sarasin Holding's MCO Position: Q1 2026 in Review

J. Safra Sarasin Holding reduced its Moody's (MCO) stake by 32% in Q1 2026, selling an estimated $12.6M and leaving 57,305 shares worth $25M. The position accounts for 0.43% of the portfolio, ranked #68.

J. Safra Sarasin Holding first reported a position in MCO in Q2 2024 and has held it in 8 quarters since. The position peaked at $42.9M in Q4 2025. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

J. Safra Sarasin Holding held 57,305 shares of Moody's worth $25M as of Q1 2026.
J. Safra Sarasin Holding sold 26,737 Moody's shares in Q1 2026, an estimated $12.6M.
Moody's made up 0.43% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #68 holding.
J. Safra Sarasin Holding first reported a position in Moody's in Q2 2024 and has held it in 8 quarters since.
J. Safra Sarasin Holding's Moody's position peaked at $42.9M in Q4 2025.
1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2026, filed 4 May 2026.