Twin Lakes Capital Management’s Moody's MCO Stock Holding History

Twin Lakes 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	$281K	Buy	621 +1	+0.2%	+$449	0.11%	78
2026 Q1	$270K	Hold	620	–	–	0.12%	80
2025 Q4	$317K	Hold	620	–	–	0.14%	75
2025 Q3	$295K	Hold	620	–	–	0.14%	74
2025 Q2	$311K	Buy	620 +1	+0.2%	+$463	0.19%	70
2025 Q1	$288K	Hold	619	–	–	0.19%	69
2024 Q4	$293K	Hold	619	–	–	0.19%	70
2024 Q3	$294K	Hold	619	–	–	0.19%	69
2024 Q2	$261K	Hold	619	–	–	0.18%	71
2024 Q1	$243K	Hold	619	–	–	0.16%	76
2023 Q4	$242K	Hold	619	–	–	0.17%	76
2023 Q3	$196K	Hold	619	–	–	0.14%	79
2023 Q2	$215K	Hold	619	–	–	0.15%	79
2023 Q1	$189K	Hold	619	–	–	0.14%	87
2022 Q4	$172K	Sell	619 -333	-35%	-$91.1K	0.13%	87
2022 Q3	$231K	Buy	+952	New	+$277K	0.19%	75
2022 Q2	–	Sell	-950	Closed	-$321K	–	226
2022 Q1	$321K	Hold	950	–	–	0.18%	77
2021 Q4	$371K	Buy	950 +1	+0.1%	+$386	0.2%	75
2021 Q3	$337K	Buy	949 +2	+0.2%	+$754	0.2%	69
2021 Q2	$343K	Buy	947 +1	+0.1%	+$333	0.19%	66
2021 Q1	$282K	Buy	946 +2	+0.2%	+$563	0.17%	70
2020 Q4	$274K	Buy	+944	New	+$264K	0.2%	68

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

Twin Lakes Capital Management's MCO Position: Q2 2026 in Review

Twin Lakes Capital Management increased its Moody's (MCO) stake by 0.16% in Q2 2026, buying an estimated $449 and bringing the position to 621 shares worth $281K. The position accounts for 0.11% of the portfolio, ranked #78.

Twin Lakes Capital Management first reported a position in MCO in Q4 2020 and has held it in 22 quarters since. The position peaked at $371K in Q4 2021. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Twin Lakes Capital Management held 621 shares of Moody's worth $281K as of Q2 2026.
Twin Lakes Capital Management bought 1 Moody's share in Q2 2026, an estimated $449.
Moody's made up 0.11% of Twin Lakes Capital Management's portfolio in Q2 2026, its #78 holding.
Twin Lakes Capital Management first reported a position in Moody's in Q4 2020 and has held it in 22 quarters since.
Twin Lakes Capital Management's Moody's position peaked at $371K in Q4 2021.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Twin Lakes Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.