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LGT Group Foundation

Endowment

Position in MCO — Moodys Corp /De/

CIK 1911278 VADUZ, N2

Position in MCO

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$2,630,559
-$32,746 QoQ
Shares Held
5,808
-4.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#533
of 1,401 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MCO Over Time

Shares Held

Position Value (USD)

Derivatives in MCO

reported options exposure · as of Mar 31, 2022
CallValue
$168,705
CallShares
500
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

LGT Group Foundation holds $164,426,778 across 5 Financial Data & Stock Exchanges names. MCO ranks #5 (1.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 MCO
Moodys Corp /De/
This page
5,808 $2,630,559

All Filings in MCO

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,630,559 5,808
2026-03-31 $2,663,305 6,105
2025-12-31 $3,253,091 6,368
2025-09-30 $5,461,413 11,462
2025-06-30 $8,144,314 16,237
2025-03-31 $8,776,390 18,846
2024-12-31 $9,277,102 19,598
2024-09-30 $10,926,010 23,022
2024-06-30 $6,312,265 14,996
2024-03-31 $6,742,821 17,156
2023-12-31 $6,729,738 17,231
2023-09-30 $5,332,839 16,867
2023-06-30 $5,141,735 14,787
2023-03-31 $3,069,991 10,032
2022-12-31 $2,642,431 9,484
2022-09-30 $8,685,104 35,725
2022-06-30 $8,023,929 29,503
2022-03-31 $168,705 500
2022-03-31 $9,915,129 29,386
2021-12-31 $9,333,298 23,896
2021-12-31 $195,290 500