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Empowered Funds’s Moody's MCO Stock Holding History

Empowered Funds’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 		$9.15M Sell
20,206
-720
-3% -$323K 0.05% 445
2026
Q1 		$9.13M Buy
+20,926
New +$9.9M 0.06% 414
2025
Q4 		– Sell
-16,608
Closed -$7.91M – 1537
2025
Q3 		$7.91M Buy
16,608
+2,074
+14% +$1.05M 0.08% 321
2025
Q2 		$7.29M Sell
14,534
-4,535
-24% -$2.1M 0.08% 316
2025
Q1 		$8.88M Buy
19,069
+9,925
+109% +$4.78M 0.13% 192
2024
Q4 		$4.33M Buy
9,144
+1,364
+18% +$651K 0.06% 418
2024
Q3 		$3.69M Buy
7,780
+2,831
+57% +$1.31M 0.06% 457
2024
Q2 		$2.08M Buy
4,949
+140
+3% +$55.7K 0.04% 596
2024
Q1 		$1.89M Buy
4,809
+113
+2% +$43.6K 0.03% 645
2023
Q4 		$1.83M Sell
4,696
-7,315
-61% -$2.54M 0.05% 546
2023
Q3 		$3.8M Buy
12,011
+7,906
+193% +$2.69M 0.11% 242
2023
Q2 		$1.43M Sell
4,105
-96
-2% -$30.4K 0.05% 513
2023
Q1 		$1.29M Sell
4,201
-276
-6% -$83.4K 0.08% 252
2022
Q4 		$1.25M Buy
4,477
+377
+9% +$103K 0.08% 235
2022
Q3 		$997K Buy
4,100
+475
+13% +$138K 0.1% 173
2022
Q2 		$986K Buy
3,625
+487
+16% +$146K 0.13% 170
2022
Q1 		$1.06M Buy
3,138
+1,370
+77% +$461K 0.12% 182
2021
Q4 		$691K Buy
+1,768
New +$682K 0.08% 201

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

Empowered Funds's MCO Position: Q2 2026 in Review

Empowered Funds reduced its Moody's (MCO) stake by 3.4% in Q2 2026, selling an estimated $323K and leaving 20,206 shares worth $9.15M. The position accounts for 0.05% of the portfolio, ranked #445.

Empowered Funds first reported a position in MCO in Q4 2021 and has held it in 18 quarters since. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Empowered Funds held 20,206 shares of Moody's worth $9.15M as of Q2 2026.
  • Empowered Funds sold 720 Moody's shares in Q2 2026, an estimated $323K.
  • Moody's made up 0.05% of Empowered Funds's portfolio in Q2 2026, its #445 holding.
  • Empowered Funds first reported a position in Moody's in Q4 2021 and has held it in 18 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.