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Marshall Financial Group (Maryland)’s Moody's MCO Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.48M Sell
3,272
-15
-0.5% -$6.74K 0.22% 92
2026
Q1 		$1.43M Sell
3,287
-44
-1% -$20.8K 0.23% 84
2025
Q4 		$1.7M Sell
3,331
-291
-8% -$142K 0.33% 66
2025
Q3 		$1.73M Buy
3,622
+54
+2% +$27.2K 0.34% 70
2025
Q2 		$1.79M Sell
3,568
-246
-6% -$114K 0.35% 60
2025
Q1 		$1.78M Buy
3,814
+22
+0.6% +$10.6K 0.39% 55
2024
Q4 		$1.8M Buy
3,792
+13
+0.3% +$6.2K 0.43% 51
2024
Q3 		$1.79M Buy
3,779
+14
+0.4% +$6.49K 0.43% 56
2024
Q2 		$1.58M Buy
3,765
+74
+2% +$29.4K 0.44% 57
2024
Q1 		$1.45M Buy
3,691
+190
+5% +$73.3K 0.42% 63
2023
Q4 		$1.37M Buy
3,501
+2,221
+174% +$772K 0.44% 60
2023
Q3 		$405K Sell
1,280
-15
-1% -$5.1K 0.15% 133
2023
Q2 		$450K Sell
1,295
-166
-11% -$52.6K 0.15% 130
2023
Q1 		$447K Sell
1,461
-3,235
-69% -$977K 0.16% 133
2022
Q4 		$1.31M Buy
4,696
+726
+18% +$199K 0.51% 62
2022
Q3 		$965K Sell
3,970
-2
-0.1% -$581 0.41% 69
2022
Q2 		$1.08M Sell
3,972
-178
-4% -$53.3K 0.43% 64
2022
Q1 		$1.4M Sell
4,150
-219
-5% -$73.6K 0.57% 46
2021
Q4 		$1.71M Buy
4,369
+23
+0.5% +$8.87K 0.63% 33
2021
Q3 		$1.54M Buy
4,346
+390
+10% +$147K 0.8% 18
2021
Q2 		$1.43M Sell
3,956
-721
-15% -$240K 0.77% 21
2021
Q1 		$1.4M Buy
4,677
+138
+3% +$38.9K 0.83% 33
2020
Q4 		$1.32M Buy
+4,539
New +$1.27M 0.86% 29

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

Marshall Financial Group (Maryland)'s MCO Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Moody's (MCO) stake by 0.46% in Q2 2026, selling an estimated $6.74K and leaving 3,272 shares worth $1.48M. The position accounts for 0.22% of the portfolio, ranked #92.

Marshall Financial Group (Maryland) first reported a position in MCO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.8M in Q4 2024. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Marshall Financial Group (Maryland) held 3,272 shares of Moody's worth $1.48M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 15 Moody's shares in Q2 2026, an estimated $6.74K.
  • Moody's made up 0.22% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #92 holding.
  • Marshall Financial Group (Maryland) first reported a position in Moody's in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Moody's position peaked at $1.8M in Q4 2024.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.