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 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

PAM

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

ECU

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

HHAA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Y-Intercept (HK)'s MCO Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Moody's (MCO) stake by 70% in Q2 2026, selling an estimated $5.87M and leaving 5,498 shares worth $2.49M. The position accounts for 0.05% of the portfolio, ranked #581.

Y-Intercept (HK) first reported a position in MCO in Q4 2020 and has held it in 12 quarters since. The position peaked at $8.1M in Q1 2026. 400 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Y-Intercept (HK) held 5,498 shares of Moody's worth $2.49M as of Q2 2026.
Y-Intercept (HK) sold 13,065 Moody's shares in Q2 2026, an estimated $5.87M.
Moody's made up 0.05% of Y-Intercept (HK)'s portfolio in Q2 2026, its #581 holding.
Y-Intercept (HK) first reported a position in Moody's in Q4 2020 and has held it in 12 quarters since.
Y-Intercept (HK)'s Moody's position peaked at $8.1M in Q1 2026.
400 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.