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 Q2	$622K	Hold	1,374	–	–	0.17%	66
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 $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

Sentry LLC's MCO Position: Q2 2026 in Review

Sentry LLC held its Moody's (MCO) position steady in Q2 2026 at 1,374 shares worth $622K. The position accounts for 0.17% of the portfolio, ranked #66.

Sentry LLC first reported a position in MCO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Sentry LLC held 1,374 shares of Moody's worth $622K as of Q2 2026.
Sentry LLC left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.17% of Sentry LLC's portfolio in Q2 2026, its #66 holding.
Sentry LLC first reported a position in Moody's in Q1 2023 and has held it in 14 quarters since.
Sentry LLC's Moody's position peaked at $1.04M in Q4 2025.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Sentry LLC's 13F filing for Q2 2026, filed 14 Aug 2026.