Sumitomo Mitsui Trust Group
MCO icon

Sumitomo Mitsui Trust Group’s Moody's MCO Stock Holding History

Sumitomo Mitsui Trust 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
Q1 		$151M Sell
345,042
-19,445
-5% -$9.2M 0.1% 207
2025
Q4 		$186M Sell
364,487
-14,008
-4% -$6.83M 0.11% 171
2025
Q3 		$180M Buy
378,495
+2,934
+0.8% +$1.48M 0.1% 182
2025
Q2 		$188M Buy
375,561
+2,001
+0.5% +$927K 0.12% 167
2025
Q1 		$174M Sell
373,560
-30,774
-8% -$14.8M 0.12% 167
2024
Q4 		$191M Buy
404,334
+30,700
+8% +$14.7M 0.13% 152
2024
Q3 		$177M Buy
373,634
+5,694
+2% +$2.64M 0.12% 169
2024
Q2 		$155M Sell
367,940
-24,707
-6% -$9.83M 0.11% 180
2024
Q1 		$154M Sell
392,647
-1,052
-0.3% -$406K 0.11% 203
2023
Q4 		$154M Sell
393,699
-9,104
-2% -$3.16M 0.11% 185
2023
Q3 		$127M Sell
402,803
-8,181
-2% -$2.78M 0.1% 195
2023
Q2 		$143M Sell
410,984
-87,428
-18% -$27.7M 0.11% 188
2023
Q1 		$153M Sell
498,412
-36,044
-7% -$10.9M 0.11% 195
2022
Q4 		$149M Sell
534,456
-12,875
-2% -$3.52M 0.12% 197
2022
Q3 		$133M Buy
547,331
+44,145
+9% +$12.8M 0.11% 212
2022
Q2 		$137M Buy
503,186
+45,131
+10% +$13.5M 0.11% 220
2022
Q1 		$155M Sell
458,055
-3,122
-0.7% -$1.05M 0.1% 218
2021
Q4 		$180M Sell
461,177
-47,884
-9% -$18.5M 0.11% 201
2021
Q3 		$181M Sell
509,061
-2,960
-0.6% -$1.12M 0.11% 198
2021
Q2 		$186M Sell
512,021
-28,491
-5% -$9.48M 0.11% 211
2021
Q1 		$161M Sell
540,512
-18,230
-3% -$5.13M 0.1% 225
2020
Q4 		$162M Sell
558,742
-79,892
-13% -$22.3M 0.1% 213
2020
Q3 		$185M Sell
638,634
-49,963
-7% -$14.3M 0.12% 181
2020
Q2 		$189M Sell
688,597
-153,638
-18% -$39M 0.13% 168
2020
Q1 		$178M Buy
842,235
+188,314
+29% +$45.8M 0.15% 153
2019
Q4 		$155M Buy
653,921
+7,857
+1% +$1.75M 0.12% 193
2019
Q3 		$132M Sell
646,064
-59,491
-8% -$12.5M 0.12% 208
2019
Q2 		$138M Buy
705,555
+38,496
+6% +$7.31M 0.12% 193
2019
Q1 		$121M Sell
667,059
-11,879
-2% -$1.95M 0.11% 205
2018
Q4 		$94.6M Buy
678,938
+96,392
+17% +$14.5M 0.1% 215
2018
Q3 		$97.4M Buy
582,546
+12,093
+2% +$2.13M 0.1% 215
2018
Q2 		$97.3M Buy
570,453
+56,138
+11% +$9.5M 0.11% 201
2018
Q1 		$83M Buy
514,315
+6,493
+1% +$1.05M 0.11% 211
2017
Q4 		$75M Buy
507,822
+25,631
+5% +$3.76M 0.1% 230
2017
Q3 		$67.1M Sell
482,191
-10,284
-2% -$1.35M 0.09% 233
2017
Q2 		$59.9M Buy
492,475
+8,981
+2% +$1.05M 0.09% 256
2017
Q1 		$54.2M Sell
483,494
-14,893
-3% -$1.6M 0.08% 274
2016
Q4 		$47M Sell
498,387
-2,665
-0.5% -$269K 0.08% 294
2016
Q3 		$54.3M Sell
501,052
-4,770
-0.9% -$502K 0.09% 266
2016
Q2 		$47.4M Sell
505,822
-8,976
-2% -$867K 0.08% 278
2016
Q1 		$49.7M Buy
514,798
+3,253
+0.6% +$292K 0.09% 265
2015
Q4 		$51.7M Buy
511,545
+5,455
+1% +$547K 0.09% 252
2015
Q3 		$49.7M Buy
506,090
+14,777
+3% +$1.57M 0.1% 246
2015
Q2 		$53M Sell
491,313
-25,040
-5% -$2.7M 0.1% 252
2015
Q1 		$53.6M Buy
516,353
+55,119
+12% +$5.33M 0.1% 252
2014
Q4 		$44.6M Sell
461,234
-13,814
-3% -$1.34M 0.09% 271
2014
Q3 		$44.9M Sell
475,048
-3,461
-0.7% -$317K 0.09% 266
2014
Q2 		$41.9M Sell
478,509
-12,809
-3% -$1.06M 0.09% 267
2014
Q1 		$39M Sell
491,318
-22,422
-4% -$1.76M 0.08% 283
2013
Q4 		$40.2M Sell
513,740
-23,218
-4% -$1.7M 0.08% 279
2013
Q3 		$37.8M Sell
536,958
-43,604
-8% -$2.86M 0.08% 291
2013
Q2 		$35.4M Buy
+580,562
New +$35.2M 0.08% 290

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group's MCO Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Moody's (MCO) stake by 5.3% in Q1 2026, selling an estimated $9.2M and leaving 345,042 shares worth $151M. The position accounts for 0.1% of the portfolio, ranked #207.

Sumitomo Mitsui Trust Group first reported a position in MCO in Q2 2013 and has held it in 52 quarters since. The position peaked at $191M in Q4 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 345,042 shares of Moody's worth $151M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 19,445 Moody's shares in Q1 2026, an estimated $9.2M.
  • Moody's made up 0.1% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #207 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Moody's in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's Moody's position peaked at $191M in Q4 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.