Sunbelt Securities’s Moody's MCO Stock Holding History

Sunbelt Securities’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	$1.3M	Buy	2,990 +93	+3%	+$44K	0.08%	208
2025 Q4	$1.48M	Sell	2,897 -3	-0.1%	-$1.46K	0.1%	175
2025 Q3	$1.38M	Buy	2,900 +2,797	+2,716%	+$1.41M	0.1%	181
2025 Q2	$48.8K	Sell	103 -677	-87%	-$314K	﹤0.01%	945
2025 Q1	$363K	Buy	780 +677	+657%	+$326K	0.03%	399
2024 Q4	$48.8K	Sell	103 -6	-6%	-$2.86K	﹤0.01%	941
2024 Q3	$51.7K	Buy	109 +55	+102%	+$25.5K	0.01%	932
2024 Q2	$22.7K	Hold	54	–	–	﹤0.01%	1100
2024 Q1	$21.2K	Sell	54 -21	-28%	-$8.1K	﹤0.01%	1080
2023 Q4	$29.3K	Hold	75	–	–	﹤0.01%	927
2023 Q3	$23.7K	Hold	75	–	–	﹤0.01%	968
2023 Q2	$26.1K	Buy	75 +6	+9%	+$1.9K	﹤0.01%	952
2023 Q1	$20.8K	Buy	+69	New	+$20.8K	﹤0.01%	952
2020 Q1	–	Sell	-5,562	Closed	-$1.32M	–	535
2019 Q4	$1.32M	Hold	5,562	–	–	0.14%	157
2019 Q3	$1.14M	Buy	+5,562	New	+$1.17M	0.13%	166

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

Sunbelt Securities's MCO Position: Q1 2026 in Review

Sunbelt Securities increased its Moody's (MCO) stake by 3.2% in Q1 2026, buying an estimated $44K and bringing the position to 2,990 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #208.

Sunbelt Securities first reported a position in MCO in Q3 2019 and has held it in 15 quarters since. The position peaked at $1.48M in Q4 2025. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Sunbelt Securities held 2,990 shares of Moody's worth $1.3M as of Q1 2026.
Sunbelt Securities bought 93 Moody's shares in Q1 2026, an estimated $44K.
Moody's made up 0.08% of Sunbelt Securities's portfolio in Q1 2026, its #208 holding.
Sunbelt Securities first reported a position in Moody's in Q3 2019 and has held it in 15 quarters since.
Sunbelt Securities's Moody's position peaked at $1.48M in Q4 2025.
1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.