Vontobel Holding
MCO icon

Vontobel Holding’s Moody's MCO Stock Holding History

Vontobel Holding’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 		$8.29M Sell
19,009
-1,094
-5% -$518K 0.03% 285
2025
Q4 		$10.3M Sell
20,103
-1,174
-6% -$573K 0.03% 286
2025
Q3 		$10.1M Sell
21,277
-2,029
-9% -$1.02M 0.03% 263
2025
Q2 		$11.7M Sell
23,306
-1,526
-6% -$707K 0.04% 242
2025
Q1 		$11.6M Sell
24,832
-1,494
-6% -$720K 0.04% 210
2024
Q4 		$12.5M Sell
26,326
-1,652
-6% -$788K 0.04% 198
2024
Q3 		$13.3M Sell
27,978
-216
-0.8% -$100K 0.04% 200
2024
Q2 		$11.9M Sell
28,194
-2,349
-8% -$935K 0.04% 200
2024
Q1 		$12M Sell
30,543
-8,132
-21% -$3.14M 0.1% 189
2023
Q4 		$15.1M Sell
38,675
-1,085
-3% -$377K 0.13% 159
2023
Q3 		$12.6M Sell
39,760
-3,663
-8% -$1.25M 0.12% 177
2023
Q2 		$15.1M Sell
43,423
-2,671
-6% -$847K 0.13% 163
2023
Q1 		$14.1M Sell
46,094
-1,684
-4% -$509K 0.13% 164
2022
Q4 		$13M Buy
47,778
+13,178
+38% +$3.6M 0.13% 170
2022
Q3 		$8.53M Buy
34,600
+301
+0.9% +$87.4K 0.1% 191
2022
Q2 		$9.33M Buy
34,299
+6,449
+23% +$1.93M 0.1% 178
2022
Q1 		$9.42M Buy
27,850
+1,259
+5% +$423K 0.08% 200
2021
Q4 		$10.4M Sell
26,591
-30,875
-54% -$11.9M 0.09% 184
2021
Q3 		$20.4M Buy
57,466
+25,291
+79% +$9.53M 0.18% 114
2021
Q2 		$11.8M Buy
32,175
+12,913
+67% +$4.3M 0.1% 159
2021
Q1 		$5.75M Buy
19,262
+389
+2% +$110K 0.04% 230
2020
Q4 		$5.25M Buy
+18,873
New +$5.28M 0.03% 258

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
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

Vontobel Holding's MCO Position: Q1 2026 in Review

Vontobel Holding reduced its Moody's (MCO) stake by 5.4% in Q1 2026, selling an estimated $518K and leaving 19,009 shares worth $8.29M. The position accounts for 0.03% of the portfolio, ranked #285.

Vontobel Holding first reported a position in MCO in Q4 2020 and has held it in 22 quarters since. The position peaked at $20.4M in Q3 2021. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Vontobel Holding held 19,009 shares of Moody's worth $8.29M as of Q1 2026.
  • Vontobel Holding sold 1,094 Moody's shares in Q1 2026, an estimated $518K.
  • Moody's made up 0.03% of Vontobel Holding's portfolio in Q1 2026, its #285 holding.
  • Vontobel Holding first reported a position in Moody's in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's Moody's position peaked at $20.4M in Q3 2021.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.