Luther King Capital Management (LKCM)’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$111M Sell
244,615
-15,005
-6% -$6.74M 0.45% 56
2026
Q1
$113M Sell
259,620
-3,776
-1% -$1.79M 0.49% 56
2025
Q4
$135M Buy
263,396
+3,759
+1% +$1.83M 0.55% 50
2025
Q3
$124M Sell
259,637
-9,365
-3% -$4.72M 0.51% 52
2025
Q2
$135M Sell
269,002
-4,596
-2% -$2.13M 0.59% 47
2025
Q1
$127M Sell
273,598
-8,424
-3% -$4.06M 0.59% 47
2024
Q4
$134M Sell
282,022
-8,102
-3% -$3.87M 0.58% 48
2024
Q3
$138M Sell
290,124
-9,696
-3% -$4.49M 0.59% 47
2024
Q2
$126M Sell
299,820
-11,463
-4% -$4.56M 0.57% 52
2024
Q1
$122M Buy
311,283
+9,320
+3% +$3.59M 0.55% 52
2023
Q4
$118M Sell
301,963
-25,150
-8% -$8.74M 0.57% 51
2023
Q3
$103M Sell
327,113
-376
-0.1% -$128K 0.54% 52
2023
Q2
$114M Sell
327,489
-287
-0.1% -$91K 0.57% 55
2023
Q1
$100M Sell
327,776
-678
-0.2% -$205K 0.53% 62
2022
Q4
$91.5M Sell
328,454
-44,045
-12% -$12M 0.5% 67
2022
Q3
$90.6M Sell
372,499
-4,360
-1% -$1.27M 0.54% 62
2022
Q2
$102M Sell
376,859
-14,639
-4% -$4.38M 0.57% 55
2022
Q1
$132M Sell
391,498
-7,216
-2% -$2.43M 0.64% 46
2021
Q4
$156M Sell
398,714
-2,953
-0.7% -$1.14M 0.7% 45
2021
Q3
$143M Sell
401,667
-2,843
-0.7% -$1.07M 0.7% 46
2021
Q2
$147M Buy
404,510
+3,684
+0.9% +$1.23M 0.72% 45
2021
Q1
$120M Buy
400,826
+1,467
+0.4% +$413K 0.64% 49
2020
Q4
$116M Sell
399,359
-969
-0.2% -$271K 0.65% 48
2020
Q3
$116M Buy
400,328
+1,039
+0.3% +$297K 0.73% 41
2020
Q2
$110M Sell
399,289
-7,503
-2% -$1.91M 0.76% 40
2020
Q1
$86M Buy
406,792
+9,295
+2% +$2.26M 0.75% 43
2019
Q4
$94.4M Buy
397,497
+15,017
+4% +$3.34M 0.63% 50
2019
Q3
$78.3M Buy
382,480
+4,576
+1% +$959K 0.57% 56
2019
Q2
$73.8M Buy
377,904
+32,635
+9% +$6.19M 0.54% 61
2019
Q1
$62.5M Buy
345,269
+32,864
+11% +$5.4M 0.48% 66
2018
Q4
$43.7M Buy
312,405
+70,729
+29% +$10.7M 0.39% 70
2018
Q3
$40.4M Buy
241,676
+11,243
+5% +$1.98M 0.31% 76
2018
Q2
$39.3M Buy
230,433
+8,908
+4% +$1.51M 0.32% 75
2018
Q1
$35.7M Buy
221,525
+11,628
+6% +$1.88M 0.3% 78
2017
Q4
$31M Buy
209,897
+2,054
+1% +$301K 0.25% 91
2017
Q3
$28.9M Buy
207,843
+191
+0.1% +$25.1K 0.25% 84
2017
Q2
$25.3M Buy
207,652
+5,873
+3% +$687K 0.23% 92
2017
Q1
$22.6M Sell
201,779
-8,092
-4% -$868K 0.21% 99
2016
Q4
$19.8M Buy
209,871
+3,097
+1% +$313K 0.19% 106
2016
Q3
$22.4M Sell
206,774
-2,118
-1% -$223K 0.22% 100
2016
Q2
$19.6M Sell
208,892
-11,689
-5% -$1.13M 0.19% 113
2016
Q1
$21.3M Buy
220,581
+21,661
+11% +$1.95M 0.21% 104
2015
Q4
$20M Buy
198,920
+36,830
+23% +$3.69M 0.19% 128
2015
Q3
$15.9M Buy
162,090
+17,015
+12% +$1.81M 0.15% 153
2015
Q2
$15.7M Buy
145,075
+48,665
+50% +$5.24M 0.14% 169
2015
Q1
$10M Buy
96,410
+68,955
+251% +$6.66M 0.08% 215
2014
Q4
$2.63M Buy
+27,455
New +$2.66M 0.02% 294

Other funds holding MCO

Luther King Capital Management (LKCM)'s MCO Position: Q2 2026 in Review

Luther King Capital Management (LKCM) reduced its Moody's (MCO) stake by 5.8% in Q2 2026, selling an estimated $6.74M and leaving 244,615 shares worth $111M. The position accounts for 0.45% of the portfolio, ranked #56.

Luther King Capital Management (LKCM) first reported a position in MCO in Q4 2014 and has held it in 47 quarters since. The position peaked at $156M in Q4 2021. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Luther King Capital Management (LKCM) held 244,615 shares of Moody's worth $111M as of Q2 2026.
  • Luther King Capital Management (LKCM) sold 15,005 Moody's shares in Q2 2026, an estimated $6.74M.
  • Moody's made up 0.45% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #56 holding.
  • Luther King Capital Management (LKCM) first reported a position in Moody's in Q4 2014 and has held it in 47 quarters since.
  • Luther King Capital Management (LKCM)'s Moody's position peaked at $156M in Q4 2021.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.