FourThought Financial Partners’s Moody's MCO Stock Holding History

FourThought Financial Partners’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	$301K	Buy	665 +3	+0.5%	+$1.35K	0.02%	286
2026 Q1	$289K	Sell	662 -122	-16%	-$57.7K	0.02%	273
2025 Q4	$400K	Buy	784 +61	+8%	+$29.8K	0.03%	248
2025 Q3	$344K	Buy	723 +2	+0.3%	+$1.01K	0.03%	269
2025 Q2	$362K	Hold	721	–	–	0.04%	217
2025 Q1	$336K	Sell	721 -1	-0.1%	-$482	0.04%	228
2024 Q4	$342K	Buy	+722	New	+$345K	0.04%	232
2024 Q2	–	Sell	-704	Closed	-$277K	–	264
2024 Q1	$277K	Buy	704 +18	+3%	+$6.94K	0.03%	263
2023 Q4	$268K	Buy	686 +1	+0.1%	+$348	0.03%	263
2023 Q3	$217K	Hold	685	–	–	0.03%	290
2023 Q2	$238K	Hold	685	–	–	0.03%	289
2023 Q1	$210K	Sell	685 -72	-10%	-$21.8K	0.03%	302
2022 Q4	$211K	Buy	+757	New	+$207K	0.03%	298

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 $3.38T AUM 44.17% 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

FourThought Financial Partners's MCO Position: Q2 2026 in Review

FourThought Financial Partners increased its Moody's (MCO) stake by 0.45% in Q2 2026, buying an estimated $1.35K and bringing the position to 665 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #286.

FourThought Financial Partners first reported a position in MCO in Q4 2022 and has held it in 13 quarters since. The position peaked at $400K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

FourThought Financial Partners held 665 shares of Moody's worth $301K as of Q2 2026.
FourThought Financial Partners bought 3 Moody's shares in Q2 2026, an estimated $1.35K.
Moody's made up 0.02% of FourThought Financial Partners's portfolio in Q2 2026, its #286 holding.
FourThought Financial Partners first reported a position in Moody's in Q4 2022 and has held it in 13 quarters since.
FourThought Financial Partners's Moody's position peaked at $400K in Q4 2025.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.