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Summit Securities Group’s Moody's MCO Stock Holding History

Summit Securities 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 		$11.3K Sell
26
-320
-92% -$151K ﹤0.01% 644
2025
Q4 		$177K Buy
346
+80
+30% +$39K 0.02% 357
2025
Q3 		$127K Buy
266
+162
+156% +$81.7K 0.03% 345
2025
Q2 		$52.2K Buy
+104
New +$48.2K 0.01% 508
2023
Q3 		– Sell
-207
Closed -$72K – 845
2023
Q2 		$72K Sell
207
-113
-35% -$35.8K 0.01% 335
2023
Q1 		$98K Sell
320
-919
-74% -$278K 0.01% 300
2022
Q4 		$345K Buy
1,239
+616
+99% +$168K 0.01% 308
2022
Q3 		$151K Buy
623
+286
+85% +$83.1K 0.01% 463
2022
Q2 		$92K Buy
337
+271
+411% +$81.1K 0.01% 423
2022
Q1 		$22K Buy
+66
New +$22.2K ﹤0.01% 703
2016
Q1 		– Sell
-10,600
Closed -$1.06M – 263
2015
Q4 		$1.06M Buy
+10,600
New +$1.06M 0.34% 46
2015
Q3 		– Sell
-452
Closed -$49K – 448
2015
Q2 		$49K Buy
+452
New +$48.7K 0.02% 196
2015
Q1 		– Sell
-2,100
Closed -$201K – 540
2014
Q4 		$201K Buy
2,100
+2,091
+23,233% +$203K 0.06% 190
2014
Q3 		$1K Buy
+9
New +$825 ﹤0.01% 643

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

Summit Securities Group's MCO Position: Q1 2026 in Review

Summit Securities Group reduced its Moody's (MCO) stake by 92% in Q1 2026, selling an estimated $151K and leaving 26 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Summit Securities Group first reported a position in MCO in Q3 2014 and has held it in 14 quarters since. The position peaked at $1.06M in Q4 2015. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Summit Securities Group held 26 shares of Moody's worth $11.3K as of Q1 2026.
  • Summit Securities Group sold 320 Moody's shares in Q1 2026, an estimated $151K.
  • Moody's made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #644 holding.
  • Summit Securities Group first reported a position in Moody's in Q3 2014 and has held it in 14 quarters since.
  • Summit Securities Group's Moody's position peaked at $1.06M in Q4 2015.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.