Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$78.9M Sell
174,210
-753
-0.4% -$338K 6.94% 2
2026
Q1
$76.3M Sell
174,963
-6,042
-3% -$2.86M 6.91% 2
2025
Q4
$92.5M Sell
181,005
-3,426
-2% -$1.67M 6.98% 1
2025
Q3
$87.9M Buy
184,431
+6,768
+4% +$3.41M 6.6% 3
2025
Q2
$89.1M Sell
177,663
-2,018
-1% -$935K 6.89% 3
2025
Q1
$83.7M Sell
179,681
-1,438
-0.8% -$693K 6.55% 2
2024
Q4
$85.7M Sell
181,119
-365
-0.2% -$174K 6.81% 3
2024
Q3
$86.1M Sell
181,484
-2,214
-1% -$1.03M 6.65% 2
2024
Q2
$77.3M Buy
183,698
+50
+0% +$19.9K 6.3% 2
2024
Q1
$72.7M Sell
183,648
-3,905
-2% -$1.51M 5.78% 4
2023
Q4
$73.3M Buy
187,553
+2
+0% +$695 6.06% 4
2023
Q3
$59.3M Sell
187,551
-72
-0% -$24.5K 5.47% 5
2023
Q2
$65.2M Sell
187,623
-26
-0% -$8.24K 5.82% 4
2023
Q1
$57.4M Sell
187,649
-121
-0.1% -$36.6K 5.62% 4
2022
Q4
$55M Buy
187,770
+166
+0.1% +$45.4K 5.88% 4
2022
Q3
$45.6M Buy
187,604
+144
+0.1% +$41.8K 5.43% 4
2022
Q2
$51M Buy
187,460
+47
+0% +$14.1K 5.76% 3
2022
Q1
$63.2M Buy
187,413
+505
+0.3% +$170K 5.97% 4
2021
Q4
$73M Sell
186,908
-2,677
-1% -$1.03M 6.42% 2
2021
Q3
$67.3M Buy
189,585
+3,073
+2% +$1.16M 6.35% 1
2021
Q2
$67.6M Sell
186,512
-4,745
-2% -$1.58M 6.55% 2
2021
Q1
$57.1M Buy
191,257
+572
+0.3% +$161K 6.37% 2
2020
Q4
$55.3M Buy
190,685
+78
+0% +$21.8K 6.36% 3
2020
Q3
$55.5M Sell
190,607
-3,823
-2% -$1.09M 7.21% 2
2020
Q2
$53.7M Sell
194,430
-7,690
-4% -$1.95M 7.65% 2
2020
Q1
$41.7M Sell
202,120
-17,034
-8% -$4.14M 7% 2
2019
Q4
$52M Buy
219,154
+4,636
+2% +$1.03M 6.83% 2
2019
Q3
$43.9M Sell
214,518
-1,080
-0.5% -$226K 6.54% 2
2019
Q2
$42.3M Buy
215,598
+2,087
+1% +$396K 6.66% 2
2019
Q1
$38.9M Sell
213,511
-112
-0.1% -$18.4K 6.75% 2
2018
Q4
$29.9M Buy
213,623
+82,576
+63% +$12.5M 6.07% 6
2018
Q3
$21.9M Sell
131,047
-221
-0.2% -$38.9K 4.35% 11
2018
Q2
$22.4M Sell
131,268
-4,225
-3% -$715K 4.75% 12
2018
Q1
$21.7M Buy
135,493
+66,858
+97% +$10.8M 4.75% 12
2017
Q4
$10.1M Buy
68,635
+11
+0% +$1.61K 2.47% 17
2017
Q3
$9.57M Buy
68,624
+11,203
+20% +$1.47M 2.51% 17
2017
Q2
$6.99M Buy
+57,421
New +$6.72M 1.82% 19

Other funds holding MCO

YCG LLC's MCO Position: Q2 2026 in Review

YCG LLC reduced its Moody's (MCO) stake by 0.43% in Q2 2026, selling an estimated $338K and leaving 174,210 shares worth $78.9M. The position accounts for 6.94% of the portfolio, ranked #2.

YCG LLC first reported a position in MCO in Q2 2017 and has held it in 37 quarters since. The position peaked at $92.5M in Q4 2025. 1,398 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • YCG LLC held 174,210 shares of Moody's worth $78.9M as of Q2 2026.
  • YCG LLC sold 753 Moody's shares in Q2 2026, an estimated $338K.
  • Moody's made up 6.94% of YCG LLC's portfolio in Q2 2026, its #2 holding.
  • YCG LLC first reported a position in Moody's in Q2 2017 and has held it in 37 quarters since.
  • YCG LLC's Moody's position peaked at $92.5M in Q4 2025.
  • 1,398 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on YCG LLC's 13F filing for Q2 2026, filed 13 Aug 2026.