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SVB Wealth’s Moody's MCO Stock Holding History

SVB Wealth’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 		$204K Sell
450
-57
-11% -$25.6K 0.01% 379
2026
Q1 		$221K Sell
507
-564
-53% -$267K 0.01% 363
2025
Q4 		$547K Sell
1,071
-72
-6% -$35.1K 0.03% 270
2025
Q3 		$545K Sell
1,143
-26
-2% -$13.1K 0.03% 289
2025
Q2 		$586K Buy
+1,169
New +$541K 0.03% 281
2025
Q1 		– Sell
-2,948
Closed -$1.4M – 1672
2024
Q4 		$1.4M Buy
+2,948
New +$1.41M 0.03% 266
2024
Q3 		– Sell
-2,968
Closed -$1.25M – 364
2024
Q2 		$1.25M Sell
2,968
-151
-5% -$60.1K 0.03% 279
2024
Q1 		$1.23M Buy
3,119
+5
+0.2% +$1.93K 0.03% 311
2023
Q4 		$1.22M Buy
3,114
+1,079
+53% +$375K 0.03% 309
2023
Q3 		$643K Sell
2,035
-69
-3% -$23.5K 0.01% 402
2023
Q2 		$731K Sell
2,104
-418
-17% -$133K 0.01% 395
2023
Q1 		$772K Sell
2,522
-123
-5% -$37.2K 0.01% 434
2022
Q4 		$737K Sell
2,645
-150
-5% -$41K 0.01% 470
2022
Q3 		$680K Buy
2,795
+1,010
+57% +$293K 0.01% 454
2022
Q2 		$485K Sell
1,785
-126
-7% -$37.7K 0.01% 448
2022
Q1 		$644K Buy
1,911
+43
+2% +$14.5K 0.01% 399
2021
Q4 		$729K Sell
1,868
-703
-27% -$271K 0.01% 362
2021
Q3 		$913K Buy
2,571
+415
+19% +$156K 0.01% 417
2021
Q2 		$781K Buy
2,156
+504
+31% +$168K 0.01% 452
2021
Q1 		$493K Buy
1,652
+53
+3% +$14.9K 0.01% 526
2020
Q4 		$464K Buy
1,599
+56
+4% +$15.7K 0.01% 493
2020
Q3 		$447K Buy
1,543
+112
+8% +$32K 0.01% 438
2020
Q2 		$393K Buy
1,431
+139
+11% +$35.3K 0.01% 408
2020
Q1 		$273K Buy
1,292
+101
+8% +$24.5K 0.01% 407
2019
Q4 		$283K Buy
1,191
+180
+18% +$40K 0.01% 511
2019
Q3 		$207K Buy
+1,011
New +$212K ﹤0.01% 490

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

SVB Wealth's MCO Position: Q2 2026 in Review

SVB Wealth reduced its Moody's (MCO) stake by 11% in Q2 2026, selling an estimated $25.6K and leaving 450 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #379.

SVB Wealth first reported a position in MCO in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.4M in Q4 2024. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • SVB Wealth held 450 shares of Moody's worth $204K as of Q2 2026.
  • SVB Wealth sold 57 Moody's shares in Q2 2026, an estimated $25.6K.
  • Moody's made up 0.01% of SVB Wealth's portfolio in Q2 2026, its #379 holding.
  • SVB Wealth first reported a position in Moody's in Q3 2019 and has held it in 26 quarters since.
  • SVB Wealth's Moody's position peaked at $1.4M in Q4 2024.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.