Bradley Foster & Sargent’s Moody's MCO Stock Holding History

Bradley Foster & Sargent’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	$380K	Hold	840	–	–	0.01%	442
2026 Q1	$366K	Sell	840 -2	-0.2%	-$946	0.01%	431
2025 Q4	$430K	Sell	842 -13	-2%	-$6.34K	0.01%	413
2025 Q3	$407K	Hold	855	–	–	0.01%	414
2025 Q2	$429K	Sell	855 -30	-3%	-$13.9K	0.01%	414
2025 Q1	$412K	Hold	885	–	–	0.01%	363
2024 Q4	$419K	Sell	885 -188	-18%	-$89.7K	0.01%	380
2024 Q3	$509K	Buy	1,073 +5	+0.5%	+$2.32K	0.01%	359
2024 Q2	$450K	Hold	1,068	–	–	0.01%	364
2024 Q1	$420K	Hold	1,068	–	–	0.01%	363
2023 Q4	$417K	Sell	1,068 -62	-5%	-$21.5K	0.01%	363
2023 Q3	$393K	Hold	1,130	–	–	0.01%	363
2023 Q2	$393K	Hold	1,130	–	–	0.01%	363
2023 Q1	$346K	Buy	1,130 +100	+10%	+$30.2K	0.01%	362
2022 Q4	$287K	Sell	1,030 -46	-4%	-$12.6K	0.01%	373
2022 Q3	$262K	Sell	1,076 -372	-26%	-$108K	0.01%	386
2022 Q2	$394K	Sell	1,448 -106	-7%	-$31.7K	0.01%	350
2022 Q1	$524K	Buy	1,554 +707	+83%	+$238K	0.01%	342
2021 Q4	$331K	Sell	847 -32	-4%	-$12.3K	0.01%	377
2021 Q3	$312K	Buy	+879	New	+$331K	0.01%	361

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bradley Foster & Sargent's MCO Position: Q2 2026 in Review

Bradley Foster & Sargent held its Moody's (MCO) position steady in Q2 2026 at 840 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #442.

Bradley Foster & Sargent first reported a position in MCO in Q3 2021 and has held it in 20 quarters since. The position peaked at $524K in Q1 2022. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Bradley Foster & Sargent held 840 shares of Moody's worth $380K as of Q2 2026.
Bradley Foster & Sargent left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #442 holding.
Bradley Foster & Sargent first reported a position in Moody's in Q3 2021 and has held it in 20 quarters since.
Bradley Foster & Sargent's Moody's position peaked at $524K in Q1 2022.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.