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LBP AM’s Moody's MCO Stock Holding History

LBP AM’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 		$14.5M Buy
32,040
+6,647
+26% +$2.99M 0.15% 137
2026
Q1 		$11.1M Sell
25,393
-13,358
-34% -$6.32M 0.15% 140
2025
Q4 		$19.8M Buy
38,751
+38,017
+5,179% +$18.5M 0.23% 89
2025
Q3 		$350K Buy
+734
New +$370K ﹤0.01% 376
2024
Q3 		– Sell
-2,346
Closed -$988K – 393
2024
Q2 		$988K Sell
2,346
-2,308
-50% -$918K 0.04% 223
2024
Q1 		$1.83M Sell
4,654
-2,898
-38% -$1.12M 0.07% 180
2023
Q4 		$2.95M Buy
7,552
+768
+11% +$267K 0.07% 224
2023
Q3 		$2.14M Buy
6,784
+2,518
+59% +$857K 0.05% 283
2023
Q2 		$1.48M Sell
4,266
-19,085
-82% -$6.05M 0.04% 285
2023
Q1 		$7.15M Sell
23,351
-1,049
-4% -$317K 0.18% 116
2022
Q4 		$6.8M Buy
+24,400
New +$6.67M 0.19% 114

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LBP AM's MCO Position: Q2 2026 in Review

LBP AM increased its Moody's (MCO) stake by 26% in Q2 2026, buying an estimated $2.99M and bringing the position to 32,040 shares worth $14.5M. The position accounts for 0.15% of the portfolio, ranked #137.

LBP AM first reported a position in MCO in Q4 2022 and has held it in 11 quarters since. The position peaked at $19.8M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • LBP AM held 32,040 shares of Moody's worth $14.5M as of Q2 2026.
  • LBP AM bought 6,647 Moody's shares in Q2 2026, an estimated $2.99M.
  • Moody's made up 0.15% of LBP AM's portfolio in Q2 2026, its #137 holding.
  • LBP AM first reported a position in Moody's in Q4 2022 and has held it in 11 quarters since.
  • LBP AM's Moody's position peaked at $19.8M in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.