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Summit Trail Advisors’s Moody's MCO Stock Holding History

Summit Trail Advisors’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 		$2.61M Buy
5,976
+1,342
+29% +$635K 0.04% 373
2025
Q4 		$2.37M Buy
4,634
+45
+1% +$22K 0.04% 317
2025
Q3 		$2.19M Buy
4,589
+1,118
+32% +$564K 0.03% 399
2025
Q2 		$1.74M Buy
+3,471
New +$1.61M 0.03% 300
2024
Q4 		– Sell
-1,634
Closed -$775K – 616
2024
Q3 		$775K Buy
1,634
+130
+9% +$60.2K 0.02% 308
2024
Q2 		$633K Buy
1,504
+297
+25% +$118K 0.02% 327
2024
Q1 		$474K Buy
1,207
+123
+11% +$47.4K 0.01% 348
2023
Q4 		$423K Sell
1,084
-25
-2% -$8.69K 0.01% 314
2023
Q3 		$351K Buy
1,109
+22
+2% +$7.48K 0.01% 344
2023
Q2 		$378K Buy
+1,087
New +$345K 0.01% 325
2018
Q2 		– Sell
-3,366
Closed -$216K – 585
2018
Q1 		$216K Buy
3,366
+1,225
+57% +$198K 0.04% 360
2017
Q4 		$334K Buy
+2,141
New +$314K 0.04% 296

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 Trail Advisors's MCO Position: Q1 2026 in Review

Summit Trail Advisors increased its Moody's (MCO) stake by 29% in Q1 2026, buying an estimated $635K and bringing the position to 5,976 shares worth $2.61M. The position accounts for 0.04% of the portfolio, ranked #373.

Summit Trail Advisors first reported a position in MCO in Q4 2017 and has held it in 12 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Summit Trail Advisors held 5,976 shares of Moody's worth $2.61M as of Q1 2026.
  • Summit Trail Advisors bought 1,342 Moody's shares in Q1 2026, an estimated $635K.
  • Moody's made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #373 holding.
  • Summit Trail Advisors first reported a position in Moody's in Q4 2017 and has held it in 12 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.