Stephen Yacktman’s Moody's MCO Stock Holding History

Stephen Yacktman’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	$5.62M	Hold	12,405	–	–	0.07%	57
2026 Q1	$5.41M	Sell	12,405 -20	-0.2%	-$9.46K	0.07%	56
2025 Q4	$6.35M	Hold	12,425	–	–	0.09%	51
2025 Q3	$5.92M	Hold	12,425	–	–	0.08%	50
2025 Q2	$6.23M	Buy	12,425 +4,755	+62%	+$2.2M	0.08%	53
2025 Q1	$3.57M	Hold	7,670	–	–	0.05%	55
2024 Q4	$3.63M	Hold	7,670	–	–	0.04%	57
2024 Q3	$3.64M	Hold	7,670	–	–	0.04%	58
2024 Q2	$3.23M	Hold	7,670	–	–	0.03%	61
2024 Q1	$3.01M	Hold	7,670	–	–	0.03%	64
2023 Q4	$3M	Hold	7,670	–	–	0.03%	60
2023 Q3	$2.43M	Hold	7,670	–	–	0.02%	60
2023 Q2	$2.67M	Hold	7,670	–	–	0.03%	59
2023 Q1	$2.35M	Buy	7,670 +1,400	+22%	+$423K	0.02%	61
2022 Q4	$1.75M	Hold	6,270	–	–	0.02%	63
2022 Q3	$1.52M	Buy	6,270 +2,000	+47%	+$581K	0.02%	62
2022 Q2	$1.16M	Buy	+4,270	New	+$1.28M	0.01%	62

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

Stephen Yacktman's MCO Position: Q2 2026 in Review

Stephen Yacktman held its Moody's (MCO) position steady in Q2 2026 at 12,405 shares worth $5.62M. The position accounts for 0.07% of the portfolio, ranked #57.

Stephen Yacktman first reported a position in MCO in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.35M in Q4 2025. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Stephen Yacktman held 12,405 shares of Moody's worth $5.62M as of Q2 2026.
Stephen Yacktman left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.07% of Stephen Yacktman's portfolio in Q2 2026, its #57 holding.
Stephen Yacktman first reported a position in Moody's in Q2 2022 and has held it in 17 quarters since.
Stephen Yacktman's Moody's position peaked at $6.35M in Q4 2025.
1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Yacktman Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.