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Silver Grove Financial Group’s Moody's MCO Stock Holding History

Silver Grove Financial Group’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 		$136K Buy
300
+250
+500% +$112K 0.07% 196
2026
Q1 		$21.8K Buy
+50
New +$23.7K 0.02% 247

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

Silver Grove Financial Group's MCO Position: Q2 2026 in Review

Silver Grove Financial Group increased its Moody's (MCO) stake by 500% in Q2 2026, buying an estimated $112K and bringing the position to 300 shares worth $136K. The position accounts for 0.07% of the portfolio, ranked #196.

Silver Grove Financial Group first reported a position in MCO in Q1 2026 and has held it in 2 quarters since. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Silver Grove Financial Group held 300 shares of Moody's worth $136K as of Q2 2026.
  • Silver Grove Financial Group bought 250 Moody's shares in Q2 2026, an estimated $112K.
  • Moody's made up 0.07% of Silver Grove Financial Group's portfolio in Q2 2026, its #196 holding.
  • Silver Grove Financial Group first reported a position in Moody's in Q1 2026 and has held it in 2 quarters since.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.