Storgate’s Moody's MCO Stock Holding History

Storgate’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	$234K	Sell	516 -265	-34%	-$119K	0.05%	320
2026 Q1	$341K	Buy	+781	New	+$369K	0.27%	109

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

Storgate's MCO Position: Q2 2026 in Review

Storgate reduced its Moody's (MCO) stake by 34% in Q2 2026, selling an estimated $119K and leaving 516 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #320.

Storgate first reported a position in MCO in Q1 2026 and has held it in 2 quarters since. The position peaked at $341K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Storgate held 516 shares of Moody's worth $234K as of Q2 2026.
Storgate sold 265 Moody's shares in Q2 2026, an estimated $119K.
Moody's made up 0.05% of Storgate's portfolio in Q2 2026, its #320 holding.
Storgate first reported a position in Moody's in Q1 2026 and has held it in 2 quarters since.
Storgate's Moody's position peaked at $341K in Q1 2026.
1,406 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Storgate's 13F filing for Q2 2026, filed 12 Aug 2026.