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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

S-Bank Fund Management's MCO Position: Q1 2026 in Review

S-Bank Fund Management reduced its Moody's (MCO) stake by 3.6% in Q1 2026, selling an estimated $78.5K and leaving 4,453 shares worth $1.94M. The position accounts for 0.29% of the portfolio, ranked #72.

S-Bank Fund Management first reported a position in MCO in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.94M in Q1 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • S-Bank Fund Management held 4,453 shares of Moody's worth $1.94M as of Q1 2026.
  • S-Bank Fund Management sold 166 Moody's shares in Q1 2026, an estimated $78.5K.
  • Moody's made up 0.29% of S-Bank Fund Management's portfolio in Q1 2026, its #72 holding.
  • S-Bank Fund Management first reported a position in Moody's in Q1 2025 and has held it in 5 quarters since.
  • S-Bank Fund Management's Moody's position peaked at $2.94M in Q1 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on S-Bank Fund Management's 13F filing for Q1 2026, filed 11 May 2026.