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KG&L Capital Management’s Moody's MCO Stock Holding History

KG&L Capital 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
Q1 		– Sell
-2,253
Closed -$1.15M – 171
2025
Q4 		$1.15M Buy
2,253
+266
+13% +$130K 0.29% 72
2025
Q3 		$947K Buy
1,987
+169
+9% +$85.2K 0.25% 87
2025
Q2 		$912K Buy
1,818
+175
+11% +$81.1K 0.27% 72
2025
Q1 		$765K Buy
1,643
+253
+18% +$122K 0.25% 88
2024
Q4 		$658K Buy
1,390
+156
+13% +$74.5K 0.21% 95
2024
Q3 		$586K Buy
1,234
+138
+13% +$64K 0.19% 111
2024
Q2 		$461K Buy
1,096
+140
+15% +$55.7K 0.16% 127
2024
Q1 		$376K Buy
956
+45
+5% +$17.4K 0.15% 134
2023
Q4 		$356K Buy
+911
New +$317K 0.15% 128
2022
Q2 		– Sell
-750
Closed -$253K – 133
2022
Q1 		$253K Sell
750
-256
-25% -$86.1K 0.11% 125
2021
Q4 		$393K Hold
1,006
– – 0.16% 104
2021
Q3 		$357K Hold
1,006
– – 0.16% 109
2021
Q2 		$365K Sell
1,006
-78
-7% -$26K 0.17% 105
2021
Q1 		$324K Hold
1,084
– – 0.16% 103
2020
Q4 		$314K Sell
1,084
-32
-3% -$8.95K 0.17% 103
2020
Q3 		$323K Buy
+1,116
New +$319K 0.2% 92

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

KG&L Capital Management's MCO Position: Q1 2026 in Review

KG&L Capital Management sold out of Moody's (MCO) in Q1 2026, closing a stake of 2,253 shares — an estimated $1.15M sold.

KG&L Capital Management first reported a position in MCO in Q3 2020 and held it in 16 quarters. The position peaked at $1.15M in Q4 2025. 1,381 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • KG&L Capital Management reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • KG&L Capital Management sold 2,253 Moody's shares in Q1 2026, an estimated $1.15M.
  • KG&L Capital Management first reported a position in Moody's in Q3 2020 and held it in 16 quarters.
  • KG&L Capital Management's Moody's position peaked at $1.15M in Q4 2025.
  • 1,381 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.