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 Q1	$1.55M	Buy	+3,559	New	+$1.68M	0.07%	183

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.