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Sun Financial’s Moody's MCO Stock Holding History

Sun 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
Q1 		$322K Sell
744
-49
-6% -$23.2K 0.16% 121
2025
Q4 		$405K Buy
+793
New +$387K 0.23% 100

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 $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $27.6B AUM 23.56% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sun Financial's MCO Position: Q1 2026 in Review

Sun Financial reduced its Moody's (MCO) stake by 6.2% in Q1 2026, selling an estimated $23.2K and leaving 744 shares worth $322K. The position accounts for 0.16% of the portfolio, ranked #121.

Sun Financial first reported a position in MCO in Q4 2025 and has held it in 2 quarters since. The position peaked at $405K in Q4 2025. 1,378 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Sun Financial held 744 shares of Moody's worth $322K as of Q1 2026.
  • Sun Financial sold 49 Moody's shares in Q1 2026, an estimated $23.2K.
  • Moody's made up 0.16% of Sun Financial's portfolio in Q1 2026, its #121 holding.
  • Sun Financial first reported a position in Moody's in Q4 2025 and has held it in 2 quarters since.
  • Sun Financial's Moody's position peaked at $405K in Q4 2025.
  • 1,378 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.