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
Q2 		$6.38M Sell
14,081
-2,209
-14% -$992K 0.02% 444
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 $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

Lido Advisors's MCO Position: Q2 2026 in Review

Lido Advisors reduced its Moody's (MCO) stake by 14% in Q2 2026, selling an estimated $992K and leaving 14,081 shares worth $6.38M. The position accounts for 0.02% of the portfolio, ranked #444.

Lido Advisors first reported a position in MCO in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.34M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Lido Advisors held 14,081 shares of Moody's worth $6.38M as of Q2 2026.
  • Lido Advisors sold 2,209 Moody's shares in Q2 2026, an estimated $992K.
  • Moody's made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #444 holding.
  • Lido Advisors first reported a position in Moody's in Q4 2020 and has held it in 23 quarters since.
  • Lido Advisors's Moody's position peaked at $8.34M in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.