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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
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 $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
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

LBP AM's MCO Position: Q1 2026 in Review

LBP AM reduced its Moody's (MCO) stake by 34% in Q1 2026, selling an estimated $6.32M and leaving 25,393 shares worth $11.1M. The position accounts for 0.15% of the portfolio, ranked #140.

LBP AM first reported a position in MCO in Q4 2022 and has held it in 10 quarters since. The position peaked at $19.8M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • LBP AM held 25,393 shares of Moody's worth $11.1M as of Q1 2026.
  • LBP AM sold 13,358 Moody's shares in Q1 2026, an estimated $6.32M.
  • Moody's made up 0.15% of LBP AM's portfolio in Q1 2026, its #140 holding.
  • LBP AM first reported a position in Moody's in Q4 2022 and has held it in 10 quarters since.
  • LBP AM's Moody's position peaked at $19.8M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.