Fiduciary Family Office’s Moody's MCO Stock Holding History

Fiduciary Family Office’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	$502K	Sell	1,108 -491	-31%	-$221K	0.13%	116
2026 Q1	$698K	Buy	1,599 +191	+14%	+$90.4K	0.2%	92
2025 Q4	$719K	Sell	1,408 -304	-18%	-$148K	0.21%	86
2025 Q3	$816K	Buy	1,712 +130	+8%	+$65.5K	0.23%	89
2025 Q2	$794K	Buy	+1,582	New	+$733K	0.26%	78

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

Fiduciary Family Office's MCO Position: Q2 2026 in Review

Fiduciary Family Office reduced its Moody's (MCO) stake by 31% in Q2 2026, selling an estimated $221K and leaving 1,108 shares worth $502K. The position accounts for 0.13% of the portfolio, ranked #116.

Fiduciary Family Office first reported a position in MCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $816K in Q3 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Fiduciary Family Office held 1,108 shares of Moody's worth $502K as of Q2 2026.
Fiduciary Family Office sold 491 Moody's shares in Q2 2026, an estimated $221K.
Moody's made up 0.13% of Fiduciary Family Office's portfolio in Q2 2026, its #116 holding.
Fiduciary Family Office first reported a position in Moody's in Q2 2025 and has held it in 5 quarters since.
Fiduciary Family Office's Moody's position peaked at $816K in Q3 2025.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.