SIM
MCO icon

Sentry Investment Management’s Moody's MCO Stock Holding History

Sentry Investment 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
Q1 		– Sell
-382
Closed -$195K – 298
2025
Q4 		$195K Hold
382
– – 0.13% 138
2025
Q3 		$187K Sell
382
-122
-24% -$61.5K 0.12% 148
2025
Q2 		$252K Hold
504
– – 0.14% 152
2025
Q1 		$201K Sell
504
-150
-23% -$72.3K 0.14% 161
2024
Q4 		$310K Sell
654
-107
-14% -$51.1K 0.15% 142
2024
Q3 		$361K Buy
761
+76
+11% +$35.2K 0.15% 147
2024
Q2 		$288K Sell
685
-140
-17% -$55.7K 0.13% 168
2024
Q1 		$324K Hold
825
– – 0.13% 172
2023
Q4 		$322K Sell
825
-89
-10% -$30.9K 0.14% 161
2023
Q3 		$289K Sell
914
-186
-17% -$63.3K 0.14% 147
2023
Q2 		$382K Hold
1,100
– – 0.14% 161
2023
Q1 		$337K Buy
1,100
+50
+5% +$15.1K 0.14% 172
2022
Q4 		$293K Sell
1,050
-35
-3% -$9.57K 0.13% 180
2022
Q3 		$264K Hold
1,085
– – 0.13% 171
2022
Q2 		$295K Sell
1,085
-211
-16% -$63.1K 0.13% 164
2022
Q1 		$437K Sell
1,296
-111
-8% -$37.3K 0.14% 151
2021
Q4 		$550K Hold
1,407
– – 0.14% 161
2021
Q3 		$500K Sell
1,407
-205
-13% -$77.3K 0.15% 157
2021
Q2 		$584K Hold
1,612
– – 0.15% 157
2021
Q1 		$481K Sell
1,612
-7,695
-83% -$2.17M 0.13% 166
2020
Q4 		$2.7M Hold
9,307
– – 0.14% 157
2020
Q3 		$2.7M Hold
9,307
– – 0.15% 154
2020
Q2 		$2.56M Sell
9,307
-479
-5% -$122K 0.16% 159
2020
Q1 		$2.07M Hold
9,786
– – 0.15% 156
2019
Q4 		$2.32M Hold
9,786
– – 0.14% 172
2019
Q3 		$2M Hold
9,786
– – 0.13% 186
2019
Q2 		$1.91M Hold
9,786
– – 0.13% 185
2019
Q1 		$1.77M Sell
9,786
-869
-8% -$143K 0.12% 186
2018
Q4 		$1.49M Sell
10,655
-278
-3% -$41.9K 0.11% 203
2018
Q3 		$1.83M Hold
10,933
– – 0.11% 201
2018
Q2 		$1.86M Sell
10,933
-1,213
-10% -$205K 0.12% 193
2018
Q1 		$1.96M Buy
12,146
+310
+3% +$50.2K 0.12% 209
2017
Q4 		$1.75M Hold
11,836
– – 0.1% 234
2017
Q3 		$1.65M Hold
11,836
– – 0.06% 239
2017
Q2 		$1.44M Hold
11,836
– – 0.06% 256
2017
Q1 		$1.33M Sell
11,836
-551
-4% -$59.1K 0.05% 266
2016
Q4 		$1.17M Hold
12,387
– – 0.05% 292
2016
Q3 		$1.34M Sell
12,387
-1,017
-8% -$107K 0.06% 262
2016
Q2 		$1.26M Hold
13,404
– – 0.06% 274
2016
Q1 		$1.29M Hold
13,404
– – 0.06% 254
2015
Q4 		$1.34M Buy
13,404
+1,162
+9% +$116K 0.06% 244
2015
Q3 		$1.2M Hold
12,242
– – 0.06% 238
2015
Q2 		$1.32M Hold
12,242
– – 0.06% 242
2015
Q1 		$1.27M Buy
12,242
+600
+5% +$58K 0.06% 240
2014
Q4 		$1.11M Buy
11,642
+2,600
+29% +$252K 0.05% 235
2014
Q3 		$854K Sell
9,042
-1,114
-11% -$102K 0.04% 269
2014
Q2 		$890K Sell
10,156
-744
-7% -$61.3K 0.05% 284
2014
Q1 		$865K Hold
10,900
– – 0.05% 287
2013
Q4 		$855K Buy
10,900
+2,500
+30% +$183K 0.05% 285
2013
Q3 		$591K Sell
8,400
-100
-1% -$6.56K 0.04% 364
2013
Q2 		$518K Buy
+8,500
New +$516K 0.03% 298

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sentry Investment Management's MCO Position: Q1 2026 in Review

Sentry Investment Management sold out of Moody's (MCO) in Q1 2026, closing a stake of 382 shares — an estimated $195K sold.

Sentry Investment Management first reported a position in MCO in Q2 2013 and held it in 51 quarters. The position peaked at $2.7M in Q4 2020. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Sentry Investment Management reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 382 Moody's shares in Q1 2026, an estimated $195K.
  • Sentry Investment Management first reported a position in Moody's in Q2 2013 and held it in 51 quarters.
  • Sentry Investment Management's Moody's position peaked at $2.7M in Q4 2020.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.