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LMCG Investments’s Moody's MCO Stock Holding History

LMCG Investments’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 		$2.39M Sell
5,487
-100
-2% -$47.3K 0.14% 123
2025
Q4 		$2.85M Buy
5,587
+273
+5% +$133K 0.16% 118
2025
Q3 		$2.53M Buy
5,314
+189
+4% +$95.3K 0.15% 122
2025
Q2 		$2.57M Hold
5,125
– – 0.16% 120
2025
Q1 		$2.39M Buy
5,125
+77
+2% +$37.1K 0.16% 127
2024
Q4 		$2.39M Sell
5,048
-528
-9% -$252K 0.15% 128
2024
Q3 		$2.65M Hold
5,576
– – 0.16% 125
2024
Q2 		$2.35M Sell
5,576
-531
-9% -$211K 0.14% 129
2024
Q1 		$2.4M Hold
6,107
– – 0.14% 131
2023
Q4 		$2.39M Hold
6,107
– – 0.15% 137
2023
Q3 		$1.93M Hold
6,107
– – 0.13% 152
2023
Q2 		$2.12M Hold
6,107
– – 0.14% 148
2023
Q1 		$1.87M Hold
6,107
– – 0.12% 159
2022
Q4 		$1.7M Hold
6,107
– – 0.12% 162
2022
Q3 		$1.49M Sell
6,107
-67
-1% -$19.5K 0.11% 190
2022
Q2 		$1.68M Sell
6,174
-1,211
-16% -$362K 0.12% 181
2022
Q1 		$2.49M Buy
+7,385
New +$2.48M 0.14% 151
2015
Q3 		$3.06M Sell
31,208
-437
-1% -$46.5K 0.07% 341
2015
Q2 		$3.42M Sell
31,645
-110
-0.3% -$11.8K 0.07% 325
2015
Q1 		$3.3M Sell
31,755
-1,962
-6% -$190K 0.07% 339
2014
Q4 		$3.23M Sell
33,717
-773
-2% -$75K 0.07% 311
2014
Q3 		$3.26M Sell
34,490
-492
-1% -$45.1K 0.07% 303
2014
Q2 		$3.07M Buy
34,982
+133
+0.4% +$11K 0.07% 312
2014
Q1 		$2.76M Buy
34,849
+1,187
+4% +$93K 0.06% 304
2013
Q4 		$2.64M Buy
33,662
+225
+0.7% +$16.5K 0.06% 310
2013
Q3 		$2.35M Sell
33,437
-479
-1% -$31.4K 0.06% 306
2013
Q2 		$2.07M Buy
+33,916
New +$2.06M 0.05% 308

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

LMCG Investments's MCO Position: Q1 2026 in Review

LMCG Investments reduced its Moody's (MCO) stake by 1.8% in Q1 2026, selling an estimated $47.3K and leaving 5,487 shares worth $2.39M. The position accounts for 0.14% of the portfolio, ranked #123.

LMCG Investments first reported a position in MCO in Q2 2013 and has held it in 27 quarters since. The position peaked at $3.42M in Q2 2015. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • LMCG Investments held 5,487 shares of Moody's worth $2.39M as of Q1 2026.
  • LMCG Investments sold 100 Moody's shares in Q1 2026, an estimated $47.3K.
  • Moody's made up 0.14% of LMCG Investments's portfolio in Q1 2026, its #123 holding.
  • LMCG Investments first reported a position in Moody's in Q2 2013 and has held it in 27 quarters since.
  • LMCG Investments's Moody's position peaked at $3.42M in Q2 2015.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on LMCG Investments's 13F filing for Q1 2026, filed 29 Apr 2026.