Lombard Odier Asset Management (Switzerland)’s Moody's MCO Stock Holding History

Lombard Odier Asset Management (Switzerland)’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	$2.38M	Buy	5,254 +20	+0.4%	+$8.98K	0.08%	209
2026 Q1	$2.28M	Buy	+5,234	New	+$2.48M	0.09%	196
2023 Q2	–	Sell	-2,722	Closed	-$833K	–	287
2023 Q1	$833K	Buy	2,722 +668	+33%	+$202K	0.07%	216
2022 Q4	$572K	Buy	+2,054	New	+$562K	0.05%	239
2022 Q3	–	Sell	-1,507	Closed	-$410K	–	318
2022 Q2	$410K	Buy	+1,507	New	+$451K	0.03%	226
2022 Q1	–	Sell	-2,424	Closed	-$947K	–	299
2021 Q4	$947K	Buy	+2,424	New	+$935K	0.06%	146
2021 Q3	–	Sell	-1,646	Closed	-$596K	–	373
2021 Q2	$596K	Buy	1,646 +657	+66%	+$219K	0.03%	294
2021 Q1	$295K	Buy	+989	New	+$279K	0.02%	326
2020 Q4	–	Sell	-1,628	Closed	-$472K	–	261
2020 Q3	$472K	Buy	+1,628	New	+$465K	0.05%	242
2020 Q2	–	Sell	-2,948	Closed	-$624K	–	258
2020 Q1	$624K	Sell	2,948 -409	-12%	-$99.4K	0.08%	172
2019 Q4	$797K	Buy	+3,357	New	+$746K	0.07%	196
2019 Q3	–	Sell	-2,999	Closed	-$586K	–	371
2019 Q2	$586K	Buy	+2,999	New	+$569K	0.06%	211
2015 Q1	–	Sell	-3,600	Closed	-$347K	–	446
2014 Q4	$347K	Sell	3,600 -16,113	-82%	-$1.56M	0.04%	293
2014 Q3	$1.87M	Buy	19,713 +19,300	+4,673%	+$1.77M	0.05%	377
2014 Q2	$36K	Buy	+413	New	+$34K	﹤0.01%	548

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

Lombard Odier Asset Management (Switzerland)'s MCO Position: Q2 2026 in Review

Lombard Odier Asset Management (Switzerland) increased its Moody's (MCO) stake by 0.38% in Q2 2026, buying an estimated $8.98K and bringing the position to 5,254 shares worth $2.38M. The position accounts for 0.08% of the portfolio, ranked #209.

Lombard Odier Asset Management (Switzerland) first reported a position in MCO in Q2 2014 and has held it in 15 quarters since. 1,406 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Lombard Odier Asset Management (Switzerland) held 5,254 shares of Moody's worth $2.38M as of Q2 2026.
Lombard Odier Asset Management (Switzerland) bought 20 Moody's shares in Q2 2026, an estimated $8.98K.
Moody's made up 0.08% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q2 2026, its #209 holding.
Lombard Odier Asset Management (Switzerland) first reported a position in Moody's in Q2 2014 and has held it in 15 quarters since.
1,406 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2026, filed 14 Aug 2026.