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Summit Financial’s Moody's MCO Stock Holding History

Summit Financial’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 		$1.4M Buy
3,088
+426
+16% +$191K 0.02% 729
2026
Q1 		$1.16M Buy
2,662
+248
+10% +$117K 0.01% 724
2025
Q4 		$1.23M Buy
2,414
+138
+6% +$67.3K 0.02% 600
2025
Q3 		$1.08M Buy
2,276
+66
+3% +$33.3K 0.02% 626
2025
Q2 		$1.11M Buy
2,210
+446
+25% +$207K 0.03% 400
2025
Q1 		$821K Buy
1,764
+123
+7% +$59.3K 0.02% 407
2024
Q4 		$777K Buy
1,641
+22
+1% +$10.5K 0.03% 365
2024
Q3 		$768K Buy
1,619
+70
+5% +$32.4K 0.03% 303
2024
Q2 		$652K Buy
1,549
+510
+49% +$203K 0.03% 285
2024
Q1 		$408K Sell
1,039
-273
-21% -$105K 0.02% 286
2023
Q4 		$512K Buy
1,312
+160
+14% +$55.6K 0.03% 242
2023
Q3 		$364K Buy
1,152
+94
+9% +$32K 0.03% 275
2023
Q2 		$368K Buy
1,058
+228
+27% +$72.3K 0.03% 257
2023
Q1 		$254K Sell
830
-22
-3% -$6.65K 0.02% 224
2022
Q4 		$237K Sell
852
-44
-5% -$12K 0.02% 222
2022
Q3 		$218K Buy
896
+72
+9% +$20.9K 0.02% 238
2022
Q2 		$224K Sell
824
-5
-0.6% -$1.5K 0.02% 219
2022
Q1 		$280K Hold
829
– – 0.02% 220
2021
Q4 		$324K Buy
829
+27
+3% +$10.4K 0.02% 208
2021
Q3 		$285K Buy
+802
New +$302K 0.02% 188

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

Summit Financial's MCO Position: Q2 2026 in Review

Summit Financial increased its Moody's (MCO) stake by 16% in Q2 2026, buying an estimated $191K and bringing the position to 3,088 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #729.

Summit Financial first reported a position in MCO in Q3 2021 and has held it in 20 quarters since. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Summit Financial held 3,088 shares of Moody's worth $1.4M as of Q2 2026.
  • Summit Financial bought 426 Moody's shares in Q2 2026, an estimated $191K.
  • Moody's made up 0.02% of Summit Financial's portfolio in Q2 2026, its #729 holding.
  • Summit Financial first reported a position in Moody's in Q3 2021 and has held it in 20 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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