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

Coldstream 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 		$1.48M Sell
3,260
-48
-1% -$21.6K 0.02% 377
2026
Q1 		$1.44M Sell
3,308
-108
-3% -$51.1K 0.02% 378
2025
Q4 		$1.75M Sell
3,416
-968
-22% -$472K 0.02% 317
2025
Q3 		$2.09M Buy
4,384
+593
+16% +$299K 0.03% 294
2025
Q2 		$1.9M Buy
3,791
+772
+26% +$358K 0.03% 291
2025
Q1 		$1.41M Buy
3,019
+66
+2% +$31.8K 0.03% 313
2024
Q4 		$1.4M Buy
2,953
+59
+2% +$28.2K 0.03% 313
2024
Q3 		$1.38M Buy
2,894
+324
+13% +$150K 0.03% 300
2024
Q2 		$1.08M Buy
2,570
+10
+0.4% +$3.98K 0.03% 310
2024
Q1 		$1.01M Hold
2,560
– – 0.03% 322
2023
Q4 		$1,000K Buy
2,560
+13
+0.5% +$4.52K 0.03% 295
2023
Q3 		$805K Sell
2,547
-32
-1% -$10.9K 0.03% 297
2023
Q2 		$897K Buy
2,579
+10
+0.4% +$3.17K 0.03% 287
2023
Q1 		$786K Buy
2,569
+123
+5% +$37.2K 0.03% 314
2022
Q4 		$681K Buy
+2,446
New +$669K 0.02% 342
2022
Q2 		$622K Buy
2,289
+495
+28% +$148K 0.02% 328
2022
Q1 		$605K Sell
1,794
-184
-9% -$61.9K 0.02% 318
2021
Q4 		$772K Buy
1,978
+1,020
+106% +$393K 0.02% 289
2021
Q3 		$278K Sell
958
-50
-5% -$18.8K 0.01% 323
2021
Q2 		$365K Buy
1,008
+100
+11% +$33.3K 0.01% 333
2021
Q1 		$271K Sell
908
-92
-9% -$25.9K 0.02% 342
2020
Q4 		$290K Buy
+1,000
New +$280K 0.02% 298

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 $3.37T AUM 44.26% 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

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

Coldstream Capital Management reduced its Moody's (MCO) stake by 1.5% in Q2 2026, selling an estimated $21.6K and leaving 3,260 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #377.

Coldstream Capital Management first reported a position in MCO in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.09M in Q3 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Coldstream Capital Management held 3,260 shares of Moody's worth $1.48M as of Q2 2026.
  • Coldstream Capital Management sold 48 Moody's shares in Q2 2026, an estimated $21.6K.
  • Moody's made up 0.02% of Coldstream Capital Management's portfolio in Q2 2026, its #377 holding.
  • Coldstream Capital Management first reported a position in Moody's in Q4 2020 and has held it in 22 quarters since.
  • Coldstream Capital Management's Moody's position peaked at $2.09M in Q3 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.