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
2026 Q2	$2.46M	Buy	+5,429	New	+$2.44M	0.09%	163
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 $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Logan Capital Management's MCO Position: Q2 2026 in Review

Logan Capital Management opened a new position in Moody's (MCO) in Q2 2026: 5,429 shares worth $2.46M. The stake represents 0.09% of the portfolio and ranks #163 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in MCO as recently as Q3 2025.

Logan Capital Management first reported a position in MCO in Q3 2019 and has held it in 26 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Logan Capital Management held 5,429 shares of Moody's worth $2.46M as of Q2 2026.
Moody's was a new Logan Capital Management position in Q2 2026.
Moody's made up 0.09% of Logan Capital Management's portfolio in Q2 2026, its #163 holding.
Logan Capital Management first reported a position in Moody's in Q3 2019 and has held it in 26 quarters since.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.