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Fortis Capital Management’s Moody's MCO Stock Holding History

Fortis Capital 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 		$618K Buy
1,365
+30
+2% +$13.5K 0.07% 122
2026
Q1 		$582K Sell
1,335
-55
-4% -$26K 0.06% 128
2025
Q4 		$710K Sell
1,390
-45
-3% -$22K 0.09% 99
2025
Q3 		$684K Sell
1,435
-43
-3% -$21.7K 0.1% 95
2025
Q2 		$741K Sell
1,478
-4,707
-76% -$2.18M 0.12% 88
2025
Q1 		$2.88M Buy
6,185
+477
+8% +$230K 0.56% 53
2024
Q4 		$2.7M Buy
5,708
+66
+1% +$31.5K 0.5% 53
2024
Q3 		$2.68M Buy
5,642
+343
+6% +$159K 0.54% 53
2024
Q2 		$2.23M Sell
5,299
-4,467
-46% -$1.78M 0.48% 51
2024
Q1 		$3.84M Buy
9,766
+738
+8% +$285K 1.01% 23
2023
Q4 		$3.53M Buy
9,028
+5,478
+154% +$1.9M 0.9% 22
2023
Q3 		$1.12M Buy
3,550
+383
+12% +$130K 0.35% 65
2023
Q2 		$1.1M Buy
3,167
+88
+3% +$27.9K 0.39% 44
2023
Q1 		$942K Buy
3,079
+414
+16% +$125K 0.38% 48
2022
Q4 		$743K Sell
2,665
-85
-3% -$23.3K 0.55% 43
2022
Q3 		$669K Buy
+2,750
New +$799K 0.57% 52
2022
Q2 		– Sell
-11,722
Closed -$3.96M – 90
2022
Q1 		$3.96M Hold
11,722
– – 2.02% 20
2021
Q4 		$4.58M Buy
11,722
+6,822
+139% +$2.63M 2.37% 16
2021
Q3 		$1.74M Hold
4,900
– – 0.93% 48
2021
Q2 		$1.78M Sell
4,900
-2,100
-30% -$699K 0.9% 59
2021
Q1 		$2.09M Hold
7,000
– – 1.21% 28
2020
Q4 		$2.03M Buy
+7,000
New +$1.96M 1.55% 29
2020
Q1 		– Sell
-4,671
Closed -$1.11M – 56
2019
Q4 		$1.11M Buy
+4,671
New +$1.04M 0.98% 52

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

Fortis Capital Management's MCO Position: Q2 2026 in Review

Fortis Capital Management increased its Moody's (MCO) stake by 2.2% in Q2 2026, buying an estimated $13.5K and bringing the position to 1,365 shares worth $618K. The position accounts for 0.07% of the portfolio, ranked #122.

Fortis Capital Management first reported a position in MCO in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.58M in Q4 2021. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Fortis Capital Management held 1,365 shares of Moody's worth $618K as of Q2 2026.
  • Fortis Capital Management bought 30 Moody's shares in Q2 2026, an estimated $13.5K.
  • Moody's made up 0.07% of Fortis Capital Management's portfolio in Q2 2026, its #122 holding.
  • Fortis Capital Management first reported a position in Moody's in Q4 2019 and has held it in 23 quarters since.
  • Fortis Capital Management's Moody's position peaked at $4.58M in Q4 2021.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.