Gillson Capital’s Moody's MCO Stock Holding History

Gillson Capital’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	$42.9M	Buy	94,628 +4,240	+5%	+$1.9M	2.52%	11
2026 Q1	$39.4M	Sell	90,388 -37,120	-29%	-$17.6M	3.23%	7
2025 Q4	$65.1M	Buy	127,508 +13,839	+12%	+$6.75M	4.26%	4
2025 Q3	$54.2M	Buy	113,669 +47,438	+72%	+$23.9M	4.7%	1
2025 Q2	$33.2M	Buy	66,231 +18,007	+37%	+$8.34M	2.54%	12
2025 Q1	$22.5M	Sell	48,224 -40,298	-46%	-$19.4M	1.92%	22
2024 Q4	$41.9M	Buy	88,522 +37,125	+72%	+$17.7M	3.78%	6
2024 Q3	$24.4M	Buy	51,397 +10,897	+27%	+$5.05M	2.22%	14
2024 Q2	$17M	Buy	+40,500	New	+$16.1M	1.65%	26
2023 Q3	–	Sell	-92,810	Closed	-$32.3M	–	108
2023 Q2	$32.3M	Buy	92,810 +57,825	+165%	+$18.3M	2.85%	9
2023 Q1	$10.7M	Buy	+34,985	New	+$10.6M	0.89%	44

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

Gillson Capital's MCO Position: Q2 2026 in Review

Gillson Capital increased its Moody's (MCO) stake by 4.7% in Q2 2026, buying an estimated $1.9M and bringing the position to 94,628 shares worth $42.9M. The position accounts for 2.52% of the portfolio, ranked #11.

Gillson Capital first reported a position in MCO in Q1 2023 and has held it in 11 quarters since. The position peaked at $65.1M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Gillson Capital held 94,628 shares of Moody's worth $42.9M as of Q2 2026.
Gillson Capital bought 4,240 Moody's shares in Q2 2026, an estimated $1.9M.
Moody's made up 2.52% of Gillson Capital's portfolio in Q2 2026, its #11 holding.
Gillson Capital first reported a position in Moody's in Q1 2023 and has held it in 11 quarters since.
Gillson Capital's Moody's position peaked at $65.1M in Q4 2025.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Gillson Capital's 13F filing for Q2 2026, filed 14 Aug 2026.