S-Bank Fund Management’s Moody's MCO Stock Holding History

S-Bank Fund 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	$309K	Sell	683 -3,770	-85%	-$1.69M	0.04%	206
2026 Q1	$1.94M	Sell	4,453 -166	-4%	-$78.5K	0.29%	72
2025 Q4	$2.36M	Sell	4,619 -108	-2%	-$52.7K	0.31%	69
2025 Q3	$2.25M	Sell	4,727 -62	-1%	-$31.3K	0.3%	70
2025 Q2	$2.4M	Sell	4,789 -1,528	-24%	-$708K	0.35%	71
2025 Q1	$2.94M	Buy	+6,317	New	+$3.04M	0.55%	56

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 $3.38T AUM 44.17% 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

S-Bank Fund Management's MCO Position: Q2 2026 in Review

S-Bank Fund Management reduced its Moody's (MCO) stake by 85% in Q2 2026, selling an estimated $1.69M and leaving 683 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #206.

S-Bank Fund Management first reported a position in MCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.94M in Q1 2025. 1,415 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

S-Bank Fund Management held 683 shares of Moody's worth $309K as of Q2 2026.
S-Bank Fund Management sold 3,770 Moody's shares in Q2 2026, an estimated $1.69M.
Moody's made up 0.04% of S-Bank Fund Management's portfolio in Q2 2026, its #206 holding.
S-Bank Fund Management first reported a position in Moody's in Q1 2025 and has held it in 6 quarters since.
S-Bank Fund Management's Moody's position peaked at $2.94M in Q1 2025.
1,415 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.