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 Q2	–	Sell	-744	Closed	-$322K	–	171
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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sun Financial's MCO Position: Q2 2026 in Review

Sun Financial sold out of Moody's (MCO) in Q2 2026, closing a stake of 744 shares — an estimated $322K sold.

Sun Financial first reported a position in MCO in Q4 2025 and held it in 2 quarters. The position peaked at $405K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Sun Financial reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
Sun Financial sold 744 Moody's shares in Q2 2026, an estimated $322K.
Sun Financial first reported a position in Moody's in Q4 2025 and held it in 2 quarters.
Sun Financial's Moody's position peaked at $405K in Q4 2025.
1,415 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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