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Golden State Equity Partners’s Moody's MCO Stock Holding History

Golden State Equity 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 		– Sell
-23
Closed -$10K – 1159
2026
Q1 		$10K Sell
23
-406
-95% -$192K ﹤0.01% 1294
2025
Q4 		$219K Buy
+429
New +$209K 0.04% 460
2025
Q3 		– Sell
-459
Closed -$230K – 471
2025
Q2 		$230K Sell
459
-143
-24% -$66.2K 0.04% 390
2025
Q1 		$280K Sell
602
-146
-20% -$70.3K 0.06% 353
2024
Q4 		$354K Sell
748
-647
-46% -$309K 0.07% 299
2024
Q3 		$662K Buy
1,395
+38
+3% +$17.6K 0.1% 211
2024
Q2 		$571K Buy
+1,357
New +$540K 0.12% 188
2023
Q4 		$443K Buy
1,133
+239
+27% +$83.1K 0.11% 209
2023
Q3 		$283K Buy
894
+178
+25% +$60.5K 0.08% 262
2023
Q2 		$249K Buy
+716
New +$227K 0.07% 312

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Golden State Equity Partners's MCO Position: Q2 2026 in Review

Golden State Equity Partners sold out of Moody's (MCO) in Q2 2026, closing a stake of 23 shares — an estimated $10K sold.

Golden State Equity Partners first reported a position in MCO in Q2 2023 and held it in 10 quarters. The position peaked at $662K in Q3 2024. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Golden State Equity Partners reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 23 Moody's shares in Q2 2026, an estimated $10K.
  • Golden State Equity Partners first reported a position in Moody's in Q2 2023 and held it in 10 quarters.
  • Golden State Equity Partners's Moody's position peaked at $662K in Q3 2024.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.