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Summitry LLC’s Moody's MCO Stock Holding History

Summitry LLC’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 		$36.2M Sell
79,967
-74
-0.1% -$33.2K 1.19% 28
2026
Q1 		$34.9M Buy
80,041
+40
+0% +$18.9K 1.23% 29
2025
Q4 		$40.9M Buy
80,001
+1,867
+2% +$911K 1.7% 24
2025
Q3 		$37.2M Buy
78,134
+1,363
+2% +$687K 1.57% 24
2025
Q2 		$38.5M Buy
76,771
+1,531
+2% +$709K 1.74% 24
2025
Q1 		$35M Buy
75,240
+1,079
+1% +$520K 1.77% 22
2024
Q4 		$35.1M Buy
74,161
+1,025
+1% +$489K 1.72% 23
2024
Q3 		$34.7M Sell
73,136
-53,762
-42% -$24.9M 1.66% 28
2024
Q2 		$53.4M Buy
126,898
+1,605
+1% +$639K 2.76% 17
2024
Q1 		$49.2M Buy
125,293
+1,784
+1% +$688K 2.58% 20
2023
Q4 		$48.2M Sell
123,509
-1,088
-0.9% -$378K 2.8% 18
2023
Q3 		$39.4M Buy
124,597
+1,178
+1% +$401K 2.59% 18
2023
Q2 		$42.9M Buy
123,419
+1,072
+0.9% +$340K 2.71% 17
2023
Q1 		$37.4M Buy
122,347
+36,935
+43% +$11.2M 2.52% 17
2022
Q4 		$23.8M Buy
+85,412
New +$23.4M 1.75% 31
2022
Q2 		– Sell
-634
Closed -$214K – 86
2022
Q1 		$214K Hold
634
– – 0.01% 86
2021
Q4 		$248K Buy
+634
New +$245K 0.01% 82

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

Summitry LLC's MCO Position: Q2 2026 in Review

Summitry LLC reduced its Moody's (MCO) stake by 0.09% in Q2 2026, selling an estimated $33.2K and leaving 79,967 shares worth $36.2M. The position accounts for 1.19% of the portfolio, ranked #28.

Summitry LLC first reported a position in MCO in Q4 2021 and has held it in 17 quarters since. The position peaked at $53.4M in Q2 2024. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Summitry LLC held 79,967 shares of Moody's worth $36.2M as of Q2 2026.
  • Summitry LLC sold 74 Moody's shares in Q2 2026, an estimated $33.2K.
  • Moody's made up 1.19% of Summitry LLC's portfolio in Q2 2026, its #28 holding.
  • Summitry LLC first reported a position in Moody's in Q4 2021 and has held it in 17 quarters since.
  • Summitry LLC's Moody's position peaked at $53.4M in Q2 2024.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.