TGY2IT
MCO icon

Timothy G. Youngquist 2020 Irrevocable Trust’s Moody's MCO Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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
-55
Closed -$24K – 335
2026
Q1 		$24K Buy
+55
New +$26K 0.01% 296

Other funds holding MCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's MCO Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Moody's (MCO) in Q2 2026, closing a stake of 55 shares — an estimated $24K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in MCO in Q1 2026 and held it in 1 quarter. The position peaked at $24K in Q1 2026. 773 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 55 Moody's shares in Q2 2026, an estimated $24K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Moody's in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Moody's position peaked at $24K in Q1 2026.
  • 773 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.