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Lincoln Capital’s Moody's MCO Stock Holding History

Lincoln Capital’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 		$4.92M Sell
10,861
-165
-1% -$74.1K 0.88% 27
2026
Q1 		$4.81M Sell
11,026
-262
-2% -$124K 0.91% 29
2025
Q4 		$5.77M Sell
11,288
-219
-2% -$107K 1.05% 23
2025
Q3 		$5.58M Sell
11,507
-387
-3% -$195K 1.05% 25
2025
Q2 		$5.96M Hold
11,894
– – 1.15% 22
2025
Q1 		$5.11M Sell
11,894
-96
-0.8% -$46.3K 1.07% 22
2024
Q4 		$5.68M Sell
11,990
-105
-0.9% -$50.1K 1.19% 21
2024
Q3 		$5.74M Sell
12,095
-89
-0.7% -$41.2K 1.21% 22
2024
Q2 		$5.13M Sell
12,184
-49
-0.4% -$19.5K 1.14% 22
2024
Q1 		$4.81M Sell
12,233
-76
-0.6% -$29.3K 1.07% 23
2023
Q4 		$4.81M Sell
12,309
-5
-0% -$1.74K 1.17% 23
2023
Q3 		$3.89M Sell
12,314
-66
-0.5% -$22.4K 1.02% 25
2023
Q2 		$4.3M Buy
12,380
+7
+0.1% +$2.22K 1.11% 25
2023
Q1 		$3.78M Buy
12,373
+60
+0.5% +$18.1K 1.04% 24
2022
Q4 		$3.43M Sell
12,313
-518
-4% -$142K 0.99% 24
2022
Q3 		$3.12M Buy
12,831
+1,016
+9% +$295K 0.97% 25
2022
Q2 		$3.21M Sell
11,815
-433
-4% -$130K 0.9% 27
2022
Q1 		$4.13M Buy
12,248
+4,728
+63% +$1.59M 0.97% 24
2021
Q4 		$2.94M Sell
7,520
-22
-0.3% -$8.48K 0.73% 28
2021
Q3 		$2.68M Hold
7,542
– – 0.73% 27
2021
Q2 		$2.73M Sell
7,542
-6
-0.1% -$2K 0.77% 26
2021
Q1 		$2.25M Sell
7,548
-46
-0.6% -$13K 0.7% 28
2020
Q4 		$2.2M Buy
7,594
+68
+0.9% +$19K 0.72% 26
2020
Q3 		$2.18M Buy
7,526
+144
+2% +$41.1K 0.8% 24
2020
Q2 		$2.03M Buy
7,382
+1,940
+36% +$493K 0.85% 27
2020
Q1 		$1.15M Buy
+5,442
New +$1.32M 0.58% 33

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lincoln Capital's MCO Position: Q2 2026 in Review

Lincoln Capital reduced its Moody's (MCO) stake by 1.5% in Q2 2026, selling an estimated $74.1K and leaving 10,861 shares worth $4.92M. The position accounts for 0.88% of the portfolio, ranked #27.

Lincoln Capital first reported a position in MCO in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.96M in Q2 2025. 545 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Lincoln Capital held 10,861 shares of Moody's worth $4.92M as of Q2 2026.
  • Lincoln Capital sold 165 Moody's shares in Q2 2026, an estimated $74.1K.
  • Moody's made up 0.88% of Lincoln Capital's portfolio in Q2 2026, its #27 holding.
  • Lincoln Capital first reported a position in Moody's in Q1 2020 and has held it in 26 quarters since.
  • Lincoln Capital's Moody's position peaked at $5.96M in Q2 2025.
  • 545 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.