Y-Intercept (HK)’s Moody's MCO Stock Holding History

Y-Intercept (HK)’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 Q3	$4.74M	Buy	10,432 +4,934	+90%	+$2.39M	0.1%	250
2026 Q2	$2.49M	Sell	5,498 -13,065	-70%	-$5.87M	0.05%	581
2026 Q1	$8.1M	Buy	18,563 +12,516	+207%	+$5.92M	0.15%	157
2025 Q4	$3.09M	Buy	+6,047	New	+$2.95M	0.07%	413
2025 Q2	–	Sell	-3,104	Closed	-$1.45M	–	1860
2025 Q1	$1.45M	Buy	+3,104	New	+$1.5M	0.1%	274
2024 Q4	–	Sell	-4,269	Closed	-$2.03M	–	1467
2024 Q3	$2.03M	Buy	+4,269	New	+$1.98M	0.12%	202
2024 Q1	–	Sell	-2,174	Closed	-$849K	–	1604
2023 Q4	$849K	Sell	2,174 -3,402	-61%	-$1.18M	0.08%	380
2023 Q3	$1.76M	Sell	5,576 -8,992	-62%	-$3.06M	0.17%	169
2023 Q2	$5.07M	Buy	+14,568	New	+$4.62M	0.54%	9
2023 Q1	–	Sell	-2,627	Closed	-$732K	–	1390
2022 Q4	$732K	Sell	2,627 -20,414	-89%	-$5.58M	0.11%	297
2022 Q3	$5.6M	Buy	+23,041	New	+$6.69M	0.56%	11
2021 Q2	–	Sell	-8,995	Closed	-$2.68M	–	781
2021 Q1	$2.68M	Buy	8,995 +7,173	+394%	+$2.02M	0.72%	6
2020 Q4	$520K	Buy	+1,822	New	+$510K	0.22%	139

Other funds holding MCO

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Y-Intercept (HK)'s MCO Position: Q3 2026 in Review

Y-Intercept (HK) increased its Moody's (MCO) stake by 90% in Q3 2026, buying an estimated $2.39M and bringing the position to 10,432 shares worth $4.74M. The position accounts for 0.1% of the portfolio, ranked #250.

Y-Intercept (HK) first reported a position in MCO in Q4 2020 and has held it in 13 quarters since. The position peaked at $8.1M in Q1 2026. 487 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

Y-Intercept (HK) held 10,432 shares of Moody's worth $4.74M as of Q3 2026.
Y-Intercept (HK) bought 4,934 Moody's shares in Q3 2026, an estimated $2.39M.
Moody's made up 0.1% of Y-Intercept (HK)'s portfolio in Q3 2026, its #250 holding.
Y-Intercept (HK) first reported a position in Moody's in Q4 2020 and has held it in 13 quarters since.
Y-Intercept (HK)'s Moody's position peaked at $8.1M in Q1 2026.
487 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.