Koshinski Asset Management’s Moody's MCO Stock Holding History

Koshinski Asset 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	–	Sell	-1,163	Closed	-$508K	–	789
2026 Q1	$508K	Buy	1,163 +661	+132%	+$313K	0.03%	432
2025 Q4	$256K	Buy	502 +55	+12%	+$26.8K	0.02%	606
2025 Q3	$213K	Buy	+447	New	+$225K	0.01%	669
2022 Q2	–	Sell	-489	Closed	-$165K	–	1424
2022 Q1	$165K	Sell	489 -67	-12%	-$22.5K	0.01%	656
2021 Q4	$217K	Hold	556	–	–	0.02%	600
2021 Q3	$197K	Buy	+556	New	+$210K	0.02%	616
2016 Q2	–	Sell	-2,205	Closed	-$213K	–	260
2016 Q1	$213K	Sell	2,205 -210	-9%	-$18.9K	0.14%	202
2015 Q4	$242K	Sell	2,415 -104,914	-98%	-$10.5M	0.17%	170
2015 Q3	$366K	Buy	107,329 +104,916	+4,348%	+$11.2M	0.23%	136
2015 Q2	$260K	Sell	2,413 -138	-5%	-$14.9K	0.16%	182
2015 Q1	$265K	Buy	2,551 +2	+0.1%	+$193	0.17%	173
2014 Q4	$244K	Buy	+2,549	New	+$247K	0.14%	193

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

Koshinski Asset Management's MCO Position: Q2 2026 in Review

Koshinski Asset Management sold out of Moody's (MCO) in Q2 2026, closing a stake of 1,163 shares — an estimated $508K sold.

Koshinski Asset Management first reported a position in MCO in Q4 2014 and held it in 12 quarters. The position peaked at $508K in Q1 2026. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Koshinski Asset Management reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
Koshinski Asset Management sold 1,163 Moody's shares in Q2 2026, an estimated $508K.
Koshinski Asset Management first reported a position in Moody's in Q4 2014 and held it in 12 quarters.
Koshinski Asset Management's Moody's position peaked at $508K in Q1 2026.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.