George Kaiser Family Foundation’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $425K | Buy |
938
+34
| +4% | +$15.3K | 0.04% | 62 |
|
|
2026
Q1 | $394K | Hold |
904
| – | – | 0.04% | 49 |
|
|
2025
Q4 | $462K | Hold |
904
| – | – | 0.06% | 36 |
|
|
2025
Q3 | $431K | Hold |
904
| – | – | 0.06% | 49 |
|
|
2025
Q2 | $453K | Buy |
904
+302
| +50% | +$140K | 0.07% | 40 |
|
|
2025
Q1 | $280K | Buy |
+602
| New | +$290K | 0.04% | 39 |
|
|
2023
Q4 | – | Sell |
-6,271
| Closed | -$1.98M | – | 33 |
|
|
2023
Q3 | $1.98M | Hold |
6,271
| – | – | 0.37% | 30 |
|
|
2023
Q2 | $2.18M | Sell |
6,271
-1,202
| -16% | -$381K | 0.37% | 32 |
|
|
2023
Q1 | $2.29M | Hold |
7,473
| – | – | 0.37% | 29 |
|
|
2022
Q4 | $2.08M | Hold |
7,473
| – | – | 0.31% | 28 |
|
|
2022
Q3 | $1.82M | Hold |
7,473
| – | – | 0.32% | 28 |
|
|
2022
Q2 | $2.03M | Hold |
7,473
| – | – | 0.36% | 27 |
|
|
2022
Q1 | $2.52M | Hold |
7,473
| – | – | 0.41% | 25 |
|
|
2021
Q4 | $2.92M | Hold |
7,473
| – | – | 0.42% | 22 |
|
|
2021
Q3 | $2.65M | Hold |
7,473
| – | – | 0.44% | 23 |
|
|
2021
Q2 | $2.71M | Sell |
7,473
-440
| -6% | -$146K | 0.43% | 22 |
|
|
2021
Q1 | $2.36M | Hold |
7,913
| – | – | 0.49% | 28 |
|
|
2020
Q4 | $2.3M | Hold |
7,913
| – | – | 0.61% | 26 |
|
|
2020
Q3 | $2.29M | Hold |
7,913
| – | – | 0.79% | 24 |
|
|
2020
Q2 | $2.17M | Buy |
7,913
+26
| +0.3% | +$6.61K | 0.95% | 11 |
|
|
2020
Q1 | $1.67M | Hold |
7,887
| – | – | 0.91% | 12 |
|
|
2019
Q4 | $1.87M | Hold |
7,887
| – | – | 0.58% | 13 |
|
|
2019
Q3 | $1.61M | Hold |
7,887
| – | – | 0.57% | 16 |
|
|
2019
Q2 | $1.54M | Hold |
7,887
| – | – | 0.54% | 13 |
|
|
2019
Q1 | $1.43M | Sell |
7,887
-1,294
| -14% | -$213K | 0.5% | 13 |
|
|
2018
Q4 | $1.29M | Hold |
9,181
| – | – | 0.44% | 13 |
|
|
2018
Q3 | $1.53M | Hold |
9,181
| – | – | 0.48% | 13 |
|
|
2018
Q2 | $1.57M | Hold |
9,181
| – | – | 0.51% | 11 |
|
|
2018
Q1 | $1.48M | Hold |
9,181
| – | – | 0.46% | 10 |
|
|
2017
Q4 | $1.35M | Hold |
9,181
| – | – | 0.45% | 11 |
|
|
2017
Q3 | $1.28M | Hold |
9,181
| – | – | 0.58% | 13 |
|
|
2017
Q2 | $1.12M | Hold |
9,181
| – | – | 0.51% | 14 |
|
|
2017
Q1 | $1.03M | Sell |
9,181
-2,362
| -20% | -$253K | 0.42% | 13 |
|
|
2016
Q4 | $1.09M | Hold |
11,543
| – | – | 0.34% | 13 |
|
|
2016
Q3 | $1.25M | Hold |
11,543
| – | – | 0.28% | 11 |
|
|
2016
Q2 | $1.08M | Buy |
+11,543
| New | +$1.12M | 0.27% | 12 |
|
Other funds holding MCO
George Kaiser Family Foundation's MCO Position: Q2 2026 in Review
George Kaiser Family Foundation increased its Moody's (MCO) stake by 3.8% in Q2 2026, buying an estimated $15.3K and bringing the position to 938 shares worth $425K. The position accounts for 0.04% of the portfolio, ranked #62.
George Kaiser Family Foundation first reported a position in MCO in Q2 2016 and has held it in 36 quarters since. The position peaked at $2.92M in Q4 2021. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- George Kaiser Family Foundation held 938 shares of Moody's worth $425K as of Q2 2026.
- George Kaiser Family Foundation bought 34 Moody's shares in Q2 2026, an estimated $15.3K.
- Moody's made up 0.04% of George Kaiser Family Foundation's portfolio in Q2 2026, its #62 holding.
- George Kaiser Family Foundation first reported a position in Moody's in Q2 2016 and has held it in 36 quarters since.
- George Kaiser Family Foundation's Moody's position peaked at $2.92M in Q4 2021.
- 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on George Kaiser Family Foundation's 13F filing for Q2 2026, filed 12 Aug 2026.