George Kaiser Family Foundation’s Moody's MCO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$453K	Buy	904 +302	+50%	+$151K	0.07%	40
2025 Q1	$280K	Buy	+602	New	+$280K	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%	-$418K	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%	-$159K	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%	+$7.14K	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	$1.62M	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%	-$234K	0.5%	13
2018 Q4	$1.29M	Hold	9,181	–	–	0.44%	13
2018 Q3	$1.54M	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	$1.36M	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%	-$265K	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	+$1.08M	0.27%	12