Towarzystwo Funduszy Inwestycyjnych PZU SA’s Moody's MCO Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$90.6K	Sell	200 -10	-5%	-$4.49K	0.03%	363
2026 Q1	$91.6K	Hold	210	–	–	0.03%	285
2025 Q4	$107K	Hold	210	–	–	0.03%	248
2025 Q3	$100K	Hold	210	–	–	0.02%	267
2025 Q2	$105K	Buy	210 +60	+40%	+$27.8K	0.03%	244
2025 Q1	$69.9K	Hold	150	–	–	0.02%	297
2024 Q4	$71K	Hold	150	–	–	0.02%	282
2024 Q3	$71.2K	Hold	150	–	–	0.03%	269
2024 Q2	$63.1K	Hold	150	–	–	0.02%	257
2024 Q1	$59K	Hold	150	–	–	0.03%	274
2023 Q4	$58.6K	Buy	+150	New	+$52.1K	0.03%	248
2021 Q3	$35.5K	Hold	100	–	–	0.04%	167
2021 Q2	$36.2K	Buy	+100	New	+$33.3K	0.04%	175
2021 Q1	–	Sell	-110	Closed	-$31.9K	–	354
2020 Q4	$31.9K	Buy	+110	New	+$30.8K	0.03%	146

Other funds holding MCO

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

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

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

Norges Bank Oslo, Norway $1T AUM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's MCO Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA reduced its Moody's (MCO) stake by 4.8% in Q2 2026, selling an estimated $4.49K and leaving 200 shares worth $90.6K. The position accounts for 0.03% of the portfolio, ranked #363.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in MCO in Q4 2020 and has held it in 14 quarters since. The position peaked at $107K in Q4 2025. 999 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 200 shares of Moody's worth $90.6K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA sold 10 Moody's shares in Q2 2026, an estimated $4.49K.
Moody's made up 0.03% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #363 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Moody's in Q4 2020 and has held it in 14 quarters since.
Towarzystwo Funduszy Inwestycyjnych PZU SA's Moody's position peaked at $107K in Q4 2025.
999 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.