Castleview Partners’s Moody's MCO Stock Holding History

Castleview Partners’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	$353K	Sell	779 -17	-2%	-$7.63K	0.16%	146
2026 Q1	$347K	Sell	796 -47	-6%	-$22.2K	0.18%	129
2025 Q4	$431K	Buy	843 +48	+6%	+$23.4K	0.21%	107
2025 Q3	$379K	Sell	795 -53	-6%	-$26.7K	0.21%	101
2025 Q2	$425K	Sell	848 -17	-2%	-$7.87K	0.27%	89
2025 Q1	$403K	Sell	865 -133	-13%	-$64.1K	0.27%	96
2024 Q4	$472K	Buy	998 +16	+2%	+$7.64K	0.25%	97
2024 Q3	$466K	Buy	982 +28	+3%	+$13K	0.27%	90
2024 Q2	$402K	Sell	954 -11	-1%	-$4.38K	0.23%	105
2024 Q1	$379K	Buy	965 +45	+5%	+$17.4K	0.21%	112
2023 Q4	$359K	Buy	920 +4	+0.4%	+$1.39K	0.25%	96
2023 Q3	$290K	Buy	916 +47	+5%	+$16K	0.27%	85
2023 Q2	$302K	Buy	869 +85	+11%	+$26.9K	0.27%	83
2023 Q1	$240K	Buy	784 +5	+0.6%	+$1.51K	0.21%	111
2022 Q4	$217K	Buy	779 +65	+9%	+$17.8K	0.21%	115
2022 Q3	$174K	Sell	714 -1,815	-72%	-$527K	0.17%	131
2022 Q2	$192K	Buy	2,529 +1,594	+170%	+$477K	0.15%	146
2022 Q1	$315K	Buy	+935	New	+$314K	0.2%	109
2021 Q2	$610K	Buy	+1,682	New	+$560K	0.27%	79

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

Castleview Partners's MCO Position: Q2 2026 in Review

Castleview Partners reduced its Moody's (MCO) stake by 2.1% in Q2 2026, selling an estimated $7.63K and leaving 779 shares worth $353K. The position accounts for 0.16% of the portfolio, ranked #146.

Castleview Partners first reported a position in MCO in Q2 2021 and has held it in 19 quarters since. The position peaked at $610K in Q2 2021. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Castleview Partners held 779 shares of Moody's worth $353K as of Q2 2026.
Castleview Partners sold 17 Moody's shares in Q2 2026, an estimated $7.63K.
Moody's made up 0.16% of Castleview Partners's portfolio in Q2 2026, its #146 holding.
Castleview Partners first reported a position in Moody's in Q2 2021 and has held it in 19 quarters since.
Castleview Partners's Moody's position peaked at $610K in Q2 2021.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.