Bretton Capital Management’s Moody's MCO Stock Holding History

Bretton Capital Management’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	5,500 -2,800	-34%	-$1.26M	1.99%	20
2026 Q1	$3.62M	Hold	8,300	–	–	3.31%	16
2025 Q4	$4.24M	Hold	8,300	–	–	3.55%	16
2025 Q3	$3.95M	Hold	8,300	–	–	3.33%	17
2025 Q2	$4.16M	Hold	8,300	–	–	3.76%	16
2025 Q1	$3.87M	Hold	8,300	–	–	3.66%	17
2024 Q4	$3.93M	Hold	8,300	–	–	3.78%	15
2024 Q3	$3.94M	Buy	+8,300	New	+$3.85M	3.76%	17

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

Bretton Capital Management's MCO Position: Q2 2026 in Review

Bretton Capital Management reduced its Moody's (MCO) stake by 34% in Q2 2026, selling an estimated $1.26M and leaving 5,500 shares worth $2.49M. The position accounts for 1.99% of the portfolio, ranked #20.

Bretton Capital Management first reported a position in MCO in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.24M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Bretton Capital Management held 5,500 shares of Moody's worth $2.49M as of Q2 2026.
Bretton Capital Management sold 2,800 Moody's shares in Q2 2026, an estimated $1.26M.
Moody's made up 1.99% of Bretton Capital Management's portfolio in Q2 2026, its #20 holding.
Bretton Capital Management first reported a position in Moody's in Q3 2024 and has held it in 8 quarters since.
Bretton Capital Management's Moody's position peaked at $4.24M in Q4 2025.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Bretton Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.