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Siemens Fonds Invest’s Moody's MCO Stock Holding History

Siemens Fonds Invest’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 		$2.96M Sell
6,532
-556
-8% -$250K 0.15% 152
2026
Q1 		$3.09M Buy
7,088
+27
+0.4% +$12.8K 0.18% 142
2025
Q4 		$3.64M Buy
7,061
+608
+9% +$297K 0.19% 122
2025
Q3 		$3.07M Sell
6,453
-280
-4% -$141K 0.17% 141
2025
Q2 		$3.38M Buy
6,733
+304
+5% +$141K 0.2% 128
2025
Q1 		$2.99M Buy
6,429
+84
+1% +$40.5K 0.21% 130
2024
Q4 		$3M Buy
6,345
+120
+2% +$57.3K 0.2% 133
2024
Q3 		$2.95M Sell
6,225
-112
-2% -$51.9K 0.24% 121
2024
Q2 		$2.67M Buy
6,337
+106
+2% +$42.2K 0.2% 132
2024
Q1 		$2.45M Sell
6,231
-76
-1% -$29.3K 0.19% 150
2023
Q4 		$2.46M Buy
6,307
+2,870
+84% +$997K 0.2% 144
2023
Q3 		$1.09M Buy
3,437
+1,304
+61% +$444K 0.11% 197
2023
Q2 		$738K Hold
2,133
– – 0.07% 203
2023
Q1 		$653K Sell
2,133
-19
-0.9% -$5.74K 0.07% 213
2022
Q4 		$600K Sell
2,152
-208
-9% -$56.9K 0.06% 219
2022
Q3 		$574K Sell
2,360
-118
-5% -$34.3K 0.07% 223
2022
Q2 		$674K Sell
2,478
-13
-0.5% -$3.89K 0.07% 212
2022
Q1 		$840K Hold
2,491
– – 0.07% 214
2021
Q4 		$974K Buy
2,491
+778
+45% +$300K 0.06% 214
2021
Q3 		$608K Buy
+1,713
New +$646K 0.04% 249

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Siemens Fonds Invest's MCO Position: Q2 2026 in Review

Siemens Fonds Invest reduced its Moody's (MCO) stake by 7.8% in Q2 2026, selling an estimated $250K and leaving 6,532 shares worth $2.96M. The position accounts for 0.15% of the portfolio, ranked #152.

Siemens Fonds Invest first reported a position in MCO in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.64M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Siemens Fonds Invest held 6,532 shares of Moody's worth $2.96M as of Q2 2026.
  • Siemens Fonds Invest sold 556 Moody's shares in Q2 2026, an estimated $250K.
  • Moody's made up 0.15% of Siemens Fonds Invest's portfolio in Q2 2026, its #152 holding.
  • Siemens Fonds Invest first reported a position in Moody's in Q3 2021 and has held it in 20 quarters since.
  • Siemens Fonds Invest's Moody's position peaked at $3.64M in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.