Liontrust Investment Partners’s Moody's MCO Stock Holding History

Liontrust Investment Partners’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	–	Sell	-22,230	Closed	-$11.4M	–	219
2025 Q4	$11.4M	Sell	22,230 -2,709	-11%	-$1.32M	0.17%	99
2025 Q3	$11.9M	Sell	24,939 -5,249	-17%	-$2.65M	0.17%	93
2025 Q2	$15.1M	Sell	30,188 -836	-3%	-$387K	0.22%	79
2025 Q1	$14.4M	Buy	31,024 +7,004	+29%	+$3.37M	0.23%	81
2024 Q4	$11.4M	Buy	+24,020	New	+$11.5M	0.16%	96
2023 Q3	–	Sell	-25,000	Closed	-$8.69M	–	212
2023 Q2	$8.69M	Sell	25,000 -2,800	-10%	-$888K	0.13%	102
2023 Q1	$8.51M	Sell	27,800 -45,200	-62%	-$13.7M	0.12%	109
2022 Q4	$20.3M	Sell	73,000 -1,000	-1%	-$274K	0.36%	44
2022 Q3	$18M	Hold	74,000	–	–	0.29%	48
2022 Q2	$20.1M	Hold	74,000	–	–	0.28%	53
2022 Q1	$25M	Buy	74,000 +39,500	+114%	+$13.3M	0.33%	45
2021 Q4	$13.5M	Hold	34,500	–	–	0.16%	69
2021 Q3	$12.3M	Buy	+34,500	New	+$13M	0.17%	67
2020 Q4	$11.1M	Buy	+38,400	New	+$10.7M	0.22%	62

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

Liontrust Investment Partners's MCO Position: Q1 2026 in Review

Liontrust Investment Partners sold out of Moody's (MCO) in Q1 2026, closing a stake of 22,230 shares — an estimated $11.4M sold.

Liontrust Investment Partners first reported a position in MCO in Q4 2020 and held it in 14 quarters. The position peaked at $25M in Q1 2022. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Liontrust Investment Partners reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
Liontrust Investment Partners sold 22,230 Moody's shares in Q1 2026, an estimated $11.4M.
Liontrust Investment Partners first reported a position in Moody's in Q4 2020 and held it in 14 quarters.
Liontrust Investment Partners's Moody's position peaked at $25M in Q1 2022.
1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.