Sentry LLC’s Moody's MCO Stock Holding History

Sentry LLC’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	$599K	Sell	1,374 -668	-33%	-$316K	0.19%	61
2025 Q4	$1.04M	Hold	2,042	–	–	0.29%	42
2025 Q3	$973K	Hold	2,042	–	–	0.24%	44
2025 Q2	$1.02M	Hold	2,042	–	–	0.2%	44
2025 Q1	$951K	Hold	2,042	–	–	0.19%	43
2024 Q4	$967K	Hold	2,042	–	–	0.19%	43
2024 Q3	$969K	Hold	2,042	–	–	0.19%	42
2024 Q2	$860K	Hold	2,042	–	–	0.16%	47
2024 Q1	$803K	Hold	2,042	–	–	0.15%	49
2023 Q4	$798K	Hold	2,042	–	–	0.17%	47
2023 Q3	$646K	Hold	2,042	–	–	0.14%	53
2023 Q2	$710K	Hold	2,042	–	–	0.15%	54
2023 Q1	$625K	Buy	+2,042	New	+$617K	0.15%	58

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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 LLC's MCO Position: Q1 2026 in Review

Sentry LLC reduced its Moody's (MCO) stake by 33% in Q1 2026, selling an estimated $316K and leaving 1,374 shares worth $599K. The position accounts for 0.19% of the portfolio, ranked #61.

Sentry LLC first reported a position in MCO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.04M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Sentry LLC held 1,374 shares of Moody's worth $599K as of Q1 2026.
Sentry LLC sold 668 Moody's shares in Q1 2026, an estimated $316K.
Moody's made up 0.19% of Sentry LLC's portfolio in Q1 2026, its #61 holding.
Sentry LLC first reported a position in Moody's in Q1 2023 and has held it in 13 quarters since.
Sentry LLC's Moody's position peaked at $1.04M in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Sentry LLC's 13F filing for Q1 2026, filed 23 Apr 2026.