Family Management’s Moody's MCO Stock Holding History

Family 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	$248K	Sell	547 -1	-0.2%	-$449	0.03%	244
2026 Q1	$239K	Buy	+548	New	+$259K	0.03%	235

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

Family Management's MCO Position: Q2 2026 in Review

Family Management reduced its Moody's (MCO) stake by 0.18% in Q2 2026, selling an estimated $449 and leaving 547 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #244.

Family Management first reported a position in MCO in Q1 2026 and has held it in 2 quarters since. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Family Management held 547 shares of Moody's worth $248K as of Q2 2026.
Family Management sold 1 Moody's share in Q2 2026, an estimated $449.
Moody's made up 0.03% of Family Management's portfolio in Q2 2026, its #244 holding.
Family Management first reported a position in Moody's in Q1 2026 and has held it in 2 quarters since.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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