Logan Capital Management’s Moody's MCO Stock Holding History

Logan Capital Management’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
2025 Q4	–	Sell	-23	Closed	-$11K	–	399
2025 Q3	$11K	Hold	23	–	–	﹤0.01%	347
2025 Q2	$11.5K	Hold	23	–	–	﹤0.01%	341
2025 Q1	$10.7K	Hold	23	–	–	﹤0.01%	400
2024 Q4	$10.9K	Hold	23	–	–	﹤0.01%	392
2024 Q3	$10.9K	Hold	23	–	–	﹤0.01%	397
2024 Q2	$9.68K	Hold	23	–	–	﹤0.01%	396
2024 Q1	$9.04K	Sell	23 -6	-21%	-$2.31K	﹤0.01%	401
2023 Q4	$11.3K	Sell	29 -5	-15%	-$1.74K	﹤0.01%	410
2023 Q3	$10.8K	Hold	34	–	–	﹤0.01%	409
2023 Q2	$11.8K	Hold	34	–	–	﹤0.01%	401
2023 Q1	$10.4K	Hold	34	–	–	﹤0.01%	417
2022 Q4	$9.47K	Hold	34	–	–	﹤0.01%	439
2022 Q3	$8K	Hold	34	–	–	﹤0.01%	436
2022 Q2	$9K	Hold	34	–	–	﹤0.01%	444
2022 Q1	$11K	Buy	34 +11	+48%	+$3.7K	﹤0.01%	437
2021 Q4	$9K	Sell	23 -1,000	-98%	-$386K	﹤0.01%	467
2021 Q3	$363K	Hold	1,023	–	–	0.02%	267
2021 Q2	$371K	Hold	1,023	–	–	0.02%	262
2021 Q1	$305K	Hold	1,023	–	–	0.02%	261
2020 Q4	$297K	Hold	1,023	–	–	0.01%	286
2020 Q3	$297K	Hold	1,023	–	–	0.02%	337
2020 Q2	$281K	Hold	1,023	–	–	0.02%	270
2020 Q1	$216K	Buy	1,023 +23	+2%	+$5.59K	0.02%	298
2019 Q4	$237K	Hold	1,000	–	–	0.01%	285
2019 Q3	$205K	Buy	+1,000	New	+$210K	0.01%	291

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

Logan Capital Management's MCO Position: Q4 2025 in Review

Logan Capital Management sold out of Moody's (MCO) in Q4 2025, closing a stake of 23 shares — an estimated $11K sold.

Logan Capital Management first reported a position in MCO in Q3 2019 and held it in 25 quarters. The position peaked at $371K in Q2 2021. 1,422 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

Logan Capital Management reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
Logan Capital Management sold 23 Moody's shares in Q4 2025, an estimated $11K.
Logan Capital Management first reported a position in Moody's in Q3 2019 and held it in 25 quarters.
Logan Capital Management's Moody's position peaked at $371K in Q2 2021.
1,422 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.