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Callan Family Office’s Moody's MCO Stock Holding History

Callan Family Office’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 		$1.67M Sell
3,692
-1,749
-32% -$785K 0.03% 444
2026
Q1 		$2.37M Sell
5,441
-1,114
-17% -$527K 0.05% 310
2025
Q4 		$3.35M Buy
6,555
+1,267
+24% +$618K 0.07% 248
2025
Q3 		$2.52M Sell
5,288
-4,002
-43% -$2.02M 0.08% 236
2025
Q2 		$4.66M Buy
9,290
+6,749
+266% +$3.13M 0.15% 164
2025
Q1 		$1.18M Sell
2,541
-782
-24% -$377K 0.09% 194
2024
Q4 		$1.57M Buy
+3,323
New +$1.59M 0.1% 176

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Callan Family Office's MCO Position: Q2 2026 in Review

Callan Family Office reduced its Moody's (MCO) stake by 32% in Q2 2026, selling an estimated $785K and leaving 3,692 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #444.

Callan Family Office first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.66M in Q2 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Callan Family Office held 3,692 shares of Moody's worth $1.67M as of Q2 2026.
  • Callan Family Office sold 1,749 Moody's shares in Q2 2026, an estimated $785K.
  • Moody's made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #444 holding.
  • Callan Family Office first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Moody's position peaked at $4.66M in Q2 2025.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.