LGT Fund Management’s Moody's MCO Stock Holding History

LGT Fund 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	$623K	Sell	1,375 -840	-38%	-$377K	0.03%	207
2026 Q1	$966K	Sell	2,215 -16,225	-88%	-$7.68M	0.04%	197
2025 Q4	$9.51M	Hold	18,440	–	–	0.75%	28
2025 Q3	$8.85M	Sell	18,440 -373	-2%	-$188K	0.72%	32
2025 Q2	$9.44M	Hold	18,813	–	–	0.83%	29
2025 Q1	$8.76M	Buy	18,813 +206	+1%	+$99.3K	0.79%	33
2024 Q4	$8.81M	Hold	18,607	–	–	0.77%	34
2024 Q3	$8.75M	Hold	18,607	–	–	0.91%	31
2024 Q2	$7.83M	Buy	18,607 +17,837	+2,316%	+$7.1M	0.98%	30
2024 Q1	$303K	Hold	770	–	–	0.13%	108
2023 Q4	$301K	Hold	770	–	–	0.13%	98
2023 Q3	$243K	Hold	770	–	–	0.12%	96
2023 Q2	$268K	Hold	770	–	–	0.12%	98
2023 Q1	$236K	Hold	770	–	–	0.1%	124
2022 Q4	$215K	Buy	+770	New	+$211K	0.09%	124
2022 Q3	–	Sell	-770	Closed	-$209K	–	154
2022 Q2	$209K	Hold	770	–	–	0.03%	173
2022 Q1	$262K	Hold	770	–	–	0.03%	178
2021 Q4	$301K	Buy	+770	New	+$297K	0.09%	139

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

LGT Fund Management's MCO Position: Q2 2026 in Review

LGT Fund Management reduced its Moody's (MCO) stake by 38% in Q2 2026, selling an estimated $377K and leaving 1,375 shares worth $623K. The position accounts for 0.03% of the portfolio, ranked #207.

LGT Fund Management first reported a position in MCO in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.51M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

LGT Fund Management held 1,375 shares of Moody's worth $623K as of Q2 2026.
LGT Fund Management sold 840 Moody's shares in Q2 2026, an estimated $377K.
Moody's made up 0.03% of LGT Fund Management's portfolio in Q2 2026, its #207 holding.
LGT Fund Management first reported a position in Moody's in Q4 2021 and has held it in 18 quarters since.
LGT Fund Management's Moody's position peaked at $9.51M in Q4 2025.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on LGT Fund Management's 13F filing for Q2 2026, filed 10 Aug 2026.