EQF
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Evergreen Quality Fund’s Moody's MCO Stock Holding History

Evergreen Quality Fund’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 		$183M Buy
404,200
+67,000
+20% +$30.1M 2.95% 12
2026
Q1 		$147M Sell
337,200
-337,200
-50% -$160M 3.37% 9
2025
Q4 		$345M Hold
674,400
– – 6.8% 3
2025
Q3 		$321M Buy
674,400
+57,000
+9% +$28.7M 7.13% 3
2025
Q2 		$310M Buy
617,400
+122,200
+25% +$56.6M 9.57% 4
2025
Q1 		$231M Sell
495,200
-84,048
-15% -$40.5M 8.62% 6
2024
Q4 		$274M Buy
579,248
+415,200
+253% +$198M 8.8% 4
2024
Q3 		$77.9M Hold
164,048
– – 3.95% 7
2024
Q2 		$69.1M Buy
+164,048
New +$65.3M 2.85% 15

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

Evergreen Quality Fund's MCO Position: Q2 2026 in Review

Evergreen Quality Fund increased its Moody's (MCO) stake by 20% in Q2 2026, buying an estimated $30.1M and bringing the position to 404,200 shares worth $183M. The position accounts for 2.95% of the portfolio, ranked #12.

Evergreen Quality Fund first reported a position in MCO in Q2 2024 and has held it in 9 quarters since. The position peaked at $345M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Evergreen Quality Fund held 404,200 shares of Moody's worth $183M as of Q2 2026.
  • Evergreen Quality Fund bought 67,000 Moody's shares in Q2 2026, an estimated $30.1M.
  • Moody's made up 2.95% of Evergreen Quality Fund's portfolio in Q2 2026, its #12 holding.
  • Evergreen Quality Fund first reported a position in Moody's in Q2 2024 and has held it in 9 quarters since.
  • Evergreen Quality Fund's Moody's position peaked at $345M in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Evergreen Quality Fund's 13F filing for Q2 2026, filed 14 Aug 2026.