MFG
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Monte Financial Group’s Moody's MCO Stock Holding History

Monte Financial Group’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 		$1.73M Buy
3,619
+72
+2% +$32.3K 0.55% 53
2026
Q1 		$1.55M Buy
3,547
+73
+2% +$34.5K 0.55% 58
2025
Q4 		$1.77M Buy
3,474
+159
+5% +$77.6K 0.66% 47
2025
Q3 		$1.58M Buy
3,315
+12
+0.4% +$6.05K 0.58% 49
2025
Q2 		$1.66M Buy
3,303
+24
+0.7% +$11.1K 0.64% 46
2025
Q1 		$1.39M Buy
3,279
+384
+13% +$185K 0.61% 44
2024
Q4 		$1.37M Sell
2,895
-33
-1% -$15.8K 0.59% 46
2024
Q3 		$1.39M Hold
2,928
– – 0.58% 44
2024
Q2 		$1.23M Sell
2,928
-1
-0% -$398 0.54% 50
2024
Q1 		$1.15M Buy
2,929
+36
+1% +$13.9K 0.5% 53
2023
Q4 		$1.13M Sell
2,893
-50
-2% -$17.4K 0.53% 49
2023
Q3 		$931K Buy
2,943
+9
+0.3% +$3.06K 0.47% 51
2023
Q2 		$1.02M Buy
2,934
+65
+2% +$20.6K 0.5% 48
2023
Q1 		$878K Buy
2,869
+172
+6% +$52K 0.46% 49
2022
Q4 		$751K Buy
2,697
+325
+14% +$88.9K 0.39% 53
2022
Q3 		$577K Buy
2,372
+59
+3% +$17.1K 0.35% 58
2022
Q2 		$629K Buy
2,313
+309
+15% +$92.4K 0.37% 49
2022
Q1 		$676K Buy
2,004
+21
+1% +$7.06K 0.36% 56
2021
Q4 		$775K Buy
+1,983
New +$765K 0.41% 48

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

Monte Financial Group's MCO Position: Q2 2026 in Review

Monte Financial Group increased its Moody's (MCO) stake by 2% in Q2 2026, buying an estimated $32.3K and bringing the position to 3,619 shares worth $1.73M. The position accounts for 0.55% of the portfolio, ranked #53.

Monte Financial Group first reported a position in MCO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.77M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Monte Financial Group held 3,619 shares of Moody's worth $1.73M as of Q2 2026.
  • Monte Financial Group bought 72 Moody's shares in Q2 2026, an estimated $32.3K.
  • Moody's made up 0.55% of Monte Financial Group's portfolio in Q2 2026, its #53 holding.
  • Monte Financial Group first reported a position in Moody's in Q4 2021 and has held it in 19 quarters since.
  • Monte Financial Group's Moody's position peaked at $1.77M in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.