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LGT Group Foundation’s Moody's MCO Stock Holding History

LGT Group Foundation’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
2022
Q2 		– Sell
-500
Closed -$170K – 283
2022
Q1 		$170K Hold
500
– – ﹤0.01% 276
2021
Q4 		$195K Buy
+500
New +$193K 0.01% 269

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 $3.38T AUM 44.17% 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

LGT Group Foundation's MCO Position: Q2 2026 in Review

LGT Group Foundation reduced its Moody's (MCO) stake by 4.9% in Q2 2026, selling an estimated $133K and leaving 5,808 shares worth $2.63M. The position accounts for 0.03% of the portfolio, ranked #153.

LGT Group Foundation first reported a position in MCO in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.8M in Q3 2024. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • LGT Group Foundation held 5,808 shares of Moody's worth $2.63M as of Q2 2026.
  • LGT Group Foundation sold 297 Moody's shares in Q2 2026, an estimated $133K.
  • Moody's made up 0.03% of LGT Group Foundation's portfolio in Q2 2026, its #153 holding.
  • LGT Group Foundation first reported a position in Moody's in Q4 2021 and has held it in 19 quarters since.
  • LGT Group Foundation's Moody's position peaked at $10.8M in Q3 2024.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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