EI
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Ethic Inc’s Moody's MCO Stock Holding History

Ethic Inc’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 		$9.96M Buy
21,990
+1,880
+9% +$844K 0.12% 158
2026
Q1 		$8.77M Sell
20,110
-3,720
-16% -$1.76M 0.14% 152
2025
Q4 		$12.2M Sell
23,830
-922
-4% -$450K 0.19% 104
2025
Q3 		$11.8M Sell
24,752
-610
-2% -$307K 0.19% 105
2025
Q2 		$12.4M Sell
25,362
-114
-0.4% -$52.8K 0.22% 88
2025
Q1 		$11.9M Buy
25,476
+218
+0.9% +$105K 0.24% 81
2024
Q4 		$12M Buy
25,258
+968
+4% +$462K 0.24% 75
2024
Q3 		$9.55M Sell
24,290
-371
-2% -$172K 0.24% 83
2024
Q2 		$10.4M Buy
24,661
+371
+2% +$148K 0.24% 77
2024
Q1 		$9.55M Buy
24,290
+3,297
+16% +$1.27M 0.24% 83
2023
Q4 		$8.2M Buy
20,993
+179
+0.9% +$62.2K 0.24% 85
2023
Q3 		$6.58M Buy
20,814
+2,262
+12% +$769K 0.23% 96
2023
Q2 		$6.45M Buy
18,552
+1,321
+8% +$419K 0.24% 90
2023
Q1 		$5.27M Buy
17,231
+5,878
+52% +$1.78M 0.21% 116
2022
Q4 		$3.16M Sell
11,353
-596
-5% -$163K 0.17% 156
2022
Q3 		$2.9M Buy
11,949
+1,108
+10% +$322K 0.2% 128
2022
Q2 		$2.95M Buy
10,841
+652
+6% +$195K 0.21% 124
2022
Q1 		$3.44M Buy
10,189
+994
+11% +$334K 0.24% 103
2021
Q4 		$3.59M Buy
9,195
+1,819
+25% +$702K 0.28% 82
2021
Q3 		$2.62M Buy
7,376
+1,394
+23% +$525K 0.27% 86
2021
Q2 		$2.17M Buy
5,982
+2,080
+53% +$692K 0.26% 88
2021
Q1 		$1.17M Buy
3,902
+1,393
+56% +$392K 0.21% 124
2020
Q4 		$728K Sell
2,509
-285
-10% -$79.7K 0.19% 131
2020
Q3 		$810K Sell
2,794
-77
-3% -$22K 0.31% 85
2020
Q2 		$789K Sell
2,871
-63
-2% -$16K 0.45% 51
2020
Q1 		$621K Buy
2,934
+220
+8% +$53.5K 0.52% 55
2019
Q4 		$644K Buy
+2,714
New +$603K 0.47% 63

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

Ethic Inc's MCO Position: Q2 2026 in Review

Ethic Inc increased its Moody's (MCO) stake by 9.3% in Q2 2026, buying an estimated $844K and bringing the position to 21,990 shares worth $9.96M. The position accounts for 0.12% of the portfolio, ranked #158.

Ethic Inc first reported a position in MCO in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.4M in Q2 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Ethic Inc held 21,990 shares of Moody's worth $9.96M as of Q2 2026.
  • Ethic Inc bought 1,880 Moody's shares in Q2 2026, an estimated $844K.
  • Moody's made up 0.12% of Ethic Inc's portfolio in Q2 2026, its #158 holding.
  • Ethic Inc first reported a position in Moody's in Q4 2019 and has held it in 27 quarters since.
  • Ethic Inc's Moody's position peaked at $12.4M in Q2 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.