Sanctuary Advisors’s Moody's MCO Stock Holding History

Sanctuary Advisors’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	$3.29M	Sell	7,271 -487	-6%	-$219K	0.02%	776
2026 Q1	$3.38M	Sell	7,758 -202	-3%	-$95.6K	0.02%	696
2025 Q4	$4.07M	Sell	7,960 -1,054	-12%	-$514K	0.02%	616
2025 Q3	$4.29M	Sell	9,014 -1,452	-14%	-$732K	0.02%	584
2025 Q2	$5.25M	Sell	10,466 -113	-1%	-$52.3K	0.03%	495
2025 Q1	$4.93M	Buy	10,579 +2,244	+27%	+$1.08M	0.03%	471
2024 Q4	$4.16M	Buy	8,335 +228	+3%	+$109K	0.03%	567
2024 Q3	$3.9M	Buy	8,107 +1,535	+23%	+$711K	0.02%	590
2024 Q2	$2.47M	Buy	+6,572	New	+$2.61M	0.02%	713

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 $3.37T AUM 44.26% 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

Sanctuary Advisors's MCO Position: Q2 2026 in Review

Sanctuary Advisors reduced its Moody's (MCO) stake by 6.3% in Q2 2026, selling an estimated $219K and leaving 7,271 shares worth $3.29M. The position accounts for 0.02% of the portfolio, ranked #776.

Sanctuary Advisors first reported a position in MCO in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.25M in Q2 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Sanctuary Advisors held 7,271 shares of Moody's worth $3.29M as of Q2 2026.
Sanctuary Advisors sold 487 Moody's shares in Q2 2026, an estimated $219K.
Moody's made up 0.02% of Sanctuary Advisors's portfolio in Q2 2026, its #776 holding.
Sanctuary Advisors first reported a position in Moody's in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Moody's position peaked at $5.25M in Q2 2025.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.