Lido Advisors
MCO icon

Lido Advisors’s Moody's MCO Stock Holding History

Lido Advisors’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 		$7.11M Sell
16,290
-646
-4% -$306K 0.02% 386
2025
Q4 		$8.34M Buy
16,936
+4,484
+36% +$2.19M 0.02% 353
2025
Q3 		$5.93M Buy
12,452
+5,968
+92% +$3.01M 0.02% 403
2025
Q2 		$3.25M Buy
6,484
+1,549
+31% +$717K 0.01% 470
2025
Q1 		$2.3M Buy
4,935
+3,095
+168% +$1.49M 0.01% 512
2024
Q4 		$871K Buy
1,840
+28
+2% +$13.4K ﹤0.01% 813
2024
Q3 		$860K Buy
1,812
+233
+15% +$108K ﹤0.01% 774
2024
Q2 		$665K Buy
1,579
+210
+15% +$83.5K ﹤0.01% 829
2024
Q1 		$538K Sell
1,369
-84
-6% -$32.4K ﹤0.01% 878
2023
Q4 		$568K Buy
1,453
+274
+23% +$95.2K ﹤0.01% 814
2023
Q3 		$373K Buy
1,179
+161
+16% +$54.8K ﹤0.01% 842
2023
Q2 		$354K Sell
1,018
-548
-35% -$174K ﹤0.01% 854
2023
Q1 		$479K Sell
1,566
-7,526
-83% -$2.27M ﹤0.01% 683
2022
Q4 		$2.53M Buy
9,092
+8,126
+841% +$2.22M 0.03% 255
2022
Q3 		$234K Sell
966
-986
-51% -$286K ﹤0.01% 841
2022
Q2 		$530K Sell
1,952
-1,678
-46% -$502K 0.01% 525
2022
Q1 		$1.22M Buy
3,630
+36
+1% +$12.1K 0.01% 355
2021
Q4 		$1.4M Buy
3,594
+38
+1% +$14.7K 0.02% 344
2021
Q3 		$1.26M Sell
3,556
-21
-0.6% -$7.91K 0.02% 349
2021
Q2 		$1.3M Sell
3,577
-98
-3% -$32.6K 0.02% 328
2021
Q1 		$1.1M Buy
3,675
+1,402
+62% +$395K 0.02% 319
2020
Q4 		$659K Buy
+2,273
New +$636K 0.01% 411

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

Lido Advisors's MCO Position: Q1 2026 in Review

Lido Advisors reduced its Moody's (MCO) stake by 3.8% in Q1 2026, selling an estimated $306K and leaving 16,290 shares worth $7.11M. The position accounts for 0.02% of the portfolio, ranked #386.

Lido Advisors first reported a position in MCO in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.34M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Lido Advisors held 16,290 shares of Moody's worth $7.11M as of Q1 2026.
  • Lido Advisors sold 646 Moody's shares in Q1 2026, an estimated $306K.
  • Moody's made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #386 holding.
  • Lido Advisors first reported a position in Moody's in Q4 2020 and has held it in 22 quarters since.
  • Lido Advisors's Moody's position peaked at $8.34M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.