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

GKV 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	$725K	Sell	1,600 -200	-11%	-$89.8K	0.23%	64
2026 Q1	$785K	Hold	1,800	–	–	0.29%	63
2025 Q4	$920K	Hold	1,800	–	–	0.34%	55
2025 Q3	$858K	Hold	1,800	–	–	0.34%	54
2025 Q2	$903K	Hold	1,800	–	–	0.4%	52
2025 Q1	$838K	Hold	1,800	–	–	0.42%	51
2024 Q4	$852K	Buy	+1,800	New	+$859K	0.35%	56

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

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

GKV Capital Management reduced its Moody's (MCO) stake by 11% in Q2 2026, selling an estimated $89.8K and leaving 1,600 shares worth $725K. The position accounts for 0.23% of the portfolio, ranked #64.

GKV Capital Management first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $920K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

GKV Capital Management held 1,600 shares of Moody's worth $725K as of Q2 2026.
GKV Capital Management sold 200 Moody's shares in Q2 2026, an estimated $89.8K.
Moody's made up 0.23% of GKV Capital Management's portfolio in Q2 2026, its #64 holding.
GKV Capital Management first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
GKV Capital Management's Moody's position peaked at $920K in Q4 2025.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on GKV Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.