Cercano Management’s Moody's MCO Stock Holding History

Cercano 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	$303K	Sell	670 -56,698	-99%	-$25.5M	0.04%	103
2026 Q1	$25M	Hold	57,368	–	–	1.08%	24
2025 Q4	$29.3M	Hold	57,368	–	–	1.11%	20
2025 Q3	$27.3M	Sell	57,368 -47,919	-46%	-$24.2M	1.05%	18
2025 Q2	$52.8M	Sell	105,287 -64,882	-38%	-$30.1M	1.51%	13
2025 Q1	$79.2M	Sell	170,169 -26,577	-14%	-$12.8M	2.33%	13
2024 Q4	$93.1M	Hold	196,746	–	–	2.37%	8
2024 Q3	$93.4M	Buy	196,746 +670	+0.3%	+$311K	2.23%	11
2024 Q2	$82.5M	Hold	196,076	–	–	2.2%	11
2024 Q1	$77.1M	Buy	196,076 +26,128	+15%	+$10.1M	2.14%	7
2023 Q4	$66.4M	Hold	169,948	–	–	2.19%	7
2023 Q3	$53.7M	Hold	169,948	–	–	1.91%	10
2023 Q2	$59.1M	Hold	169,948	–	–	2.05%	9
2023 Q1	$52M	Hold	169,948	–	–	2.08%	9
2022 Q4	$47.4M	Buy	+169,948	New	+$46.5M	1.93%	10

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

Cercano Management's MCO Position: Q2 2026 in Review

Cercano Management reduced its Moody's (MCO) stake by 99% in Q2 2026, selling an estimated $25.5M and leaving 670 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #103.

Cercano Management first reported a position in MCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $93.4M in Q3 2024. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Cercano Management held 670 shares of Moody's worth $303K as of Q2 2026.
Cercano Management sold 56,698 Moody's shares in Q2 2026, an estimated $25.5M.
Moody's made up 0.04% of Cercano Management's portfolio in Q2 2026, its #103 holding.
Cercano Management first reported a position in Moody's in Q4 2022 and has held it in 15 quarters since.
Cercano Management's Moody's position peaked at $93.4M in Q3 2024.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Cercano Management's 13F filing for Q2 2026, filed 13 Aug 2026.