Saturna Capital’s Moody's MCO Stock Holding History

Saturna Capital’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	$1.98M	Hold	4,362	–	–	0.02%	74
2026 Q1	$1.9M	Sell	4,362 -6	-0.1%	-$2.84K	0.03%	77
2025 Q4	$2.23M	Sell	4,368 -313	-7%	-$153K	0.03%	75
2025 Q3	$2.23M	Sell	4,681 -334	-7%	-$168K	0.03%	79
2025 Q2	$2.52M	Hold	5,015	–	–	0.03%	77
2025 Q1	$2.34M	Hold	5,015	–	–	0.04%	73
2024 Q4	$2.37M	Sell	5,015 -674	-12%	-$322K	0.03%	71
2024 Q3	$2.7M	Hold	5,689	–	–	0.04%	72
2024 Q2	$2.39M	Hold	5,689	–	–	0.03%	75
2024 Q1	$2.24M	Hold	5,689	–	–	0.03%	83
2023 Q4	$2.22M	Hold	5,689	–	–	0.03%	83
2023 Q3	$1.8M	Hold	5,689	–	–	0.03%	86
2023 Q2	$1.98M	Sell	5,689 -16	-0.3%	-$5.07K	0.03%	83
2023 Q1	$1.75M	Buy	5,705 +10	+0.2%	+$3.02K	0.03%	86
2022 Q4	$1.59M	Buy	5,695 +6	+0.1%	+$1.64K	0.03%	89
2022 Q3	$1.38M	Hold	5,689	–	–	0.03%	90
2022 Q2	$1.55M	Hold	5,689	–	–	0.04%	86
2022 Q1	$1.92M	Hold	5,689	–	–	0.04%	86
2021 Q4	$2.22M	Hold	5,689	–	–	0.04%	87
2021 Q3	$2.02M	Hold	5,689	–	–	0.04%	88
2021 Q2	$2.06M	Hold	5,689	–	–	0.04%	85
2021 Q1	$1.7M	Hold	5,689	–	–	0.04%	90
2020 Q4	$1.65M	Hold	5,689	–	–	0.04%	93
2020 Q3	$1.65M	Hold	5,689	–	–	0.04%	86
2020 Q2	$1.56M	Hold	5,689	–	–	0.04%	84
2020 Q1	$1.2M	Hold	5,689	–	–	0.04%	94
2019 Q4	$1.35M	Hold	5,689	–	–	0.04%	104
2019 Q3	$1.17M	Hold	5,689	–	–	0.03%	105
2019 Q2	$1.11M	Hold	5,689	–	–	0.03%	103
2019 Q1	$1.03M	Hold	5,689	–	–	0.03%	103
2018 Q4	$797K	Hold	5,689	–	–	0.03%	106
2018 Q3	$951K	Hold	5,689	–	–	0.03%	108
2018 Q2	$970K	Hold	5,689	–	–	0.03%	107
2018 Q1	$918K	Hold	5,689	–	–	0.03%	106
2017 Q4	$840K	Sell	5,689 -1,966	-26%	-$288K	0.03%	112
2017 Q3	$1.07M	Hold	7,655	–	–	0.03%	101
2017 Q2	$931K	Hold	7,655	–	–	0.03%	104
2017 Q1	$858K	Hold	7,655	–	–	0.03%	106
2016 Q4	$722K	Hold	7,655	–	–	0.03%	113
2016 Q3	$829K	Hold	7,655	–	–	0.03%	113
2016 Q2	$717K	Hold	7,655	–	–	0.02%	117
2016 Q1	$739K	Hold	7,655	–	–	0.02%	124
2015 Q4	$768K	Hold	7,655	–	–	0.02%	131
2015 Q3	$752K	Hold	7,655	–	–	0.02%	143
2015 Q2	$826K	Hold	7,655	–	–	0.02%	141
2015 Q1	$795K	Hold	7,655	–	–	0.02%	139
2014 Q4	$733K	Hold	7,655	–	–	0.02%	148
2014 Q3	$723K	Hold	7,655	–	–	0.02%	162
2014 Q2	$671K	Hold	7,655	–	–	0.02%	161
2014 Q1	$607K	Hold	7,655	–	–	0.02%	162
2013 Q4	$601K	Hold	7,655	–	–	0.02%	171
2013 Q3	$538K	Hold	7,655	–	–	0.01%	185
2013 Q2	$466K	Buy	+7,655	New	+$465K	0.01%	189

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

Saturna Capital's MCO Position: Q2 2026 in Review

Saturna Capital held its Moody's (MCO) position steady in Q2 2026 at 4,362 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #74.

Saturna Capital first reported a position in MCO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.7M in Q3 2024. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Saturna Capital held 4,362 shares of Moody's worth $1.98M as of Q2 2026.
Saturna Capital left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.02% of Saturna Capital's portfolio in Q2 2026, its #74 holding.
Saturna Capital first reported a position in Moody's in Q2 2013 and has held it in 53 quarters since.
Saturna Capital's Moody's position peaked at $2.7M in Q3 2024.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Saturna Capital's 13F filing for Q2 2026, filed 14 Aug 2026.