LCM
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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 		– Sell
-3,559
Closed -$1.55M – 592
2026
Q1 		$1.55M Buy
+3,559
New +$1.68M 0.07% 183

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
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.