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Montgomery Financial Services’s Moody's MCO Stock Holding History

Montgomery Financial Services’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 		$453 Buy
+1
New +$449 ﹤0.01% 316

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
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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Montgomery Financial Services's MCO Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Moody's (MCO) in Q2 2026: 1 share worth $453. The stake represents ﹤0.01% of the portfolio and ranks #316 among its holdings.

1,317 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Montgomery Financial Services held 1 share of Moody's worth $453 as of Q2 2026.
  • Moody's was a new Montgomery Financial Services position in Q2 2026.
  • Moody's made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #316 holding.
  • 1,317 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.