TFC Financial Management’s Moody's MCO Stock Holding History

TFC Financial Management’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	$51.6K	Sell	114 -63	-36%	-$28.3K	0.01%	286
2026 Q1	$77.2K	Hold	177	–	–	0.01%	228
2025 Q4	$90.4K	Hold	177	–	–	0.01%	219
2025 Q3	$84.3K	Hold	177	–	–	0.01%	218
2025 Q2	$88.8K	Hold	177	–	–	0.01%	212
2025 Q1	$82.4K	Sell	177 -39	-18%	-$18.8K	0.01%	210
2024 Q4	$102K	Sell	216 -15	-6%	-$7.16K	0.02%	185
2024 Q3	$110K	Hold	231	–	–	0.02%	183
2024 Q2	$97.2K	Hold	231	–	–	0.02%	177
2024 Q1	$90.8K	Buy	231 +1	+0.4%	+$386	0.02%	184
2023 Q4	$89.8K	Sell	230 -1	-0.4%	-$348	0.02%	181
2023 Q3	$73K	Sell	231 -1	-0.4%	-$340	0.02%	191
2023 Q2	$80.7K	Buy	232 +1	+0.4%	+$317	0.02%	185
2023 Q1	$70.7K	Sell	231 -216	-48%	-$65.3K	0.02%	193
2022 Q4	$125K	Buy	447 +219	+96%	+$59.9K	0.04%	135
2022 Q3	$55K	Hold	228	–	–	0.02%	195
2022 Q2	$62K	Hold	228	–	–	0.02%	188
2022 Q1	$77K	Hold	228	–	–	0.02%	175
2021 Q4	$89K	Sell	228 -15	-6%	-$5.79K	0.03%	174
2021 Q3	$86K	Hold	243	–	–	0.03%	174
2021 Q2	$88K	Hold	243	–	–	0.03%	164
2021 Q1	$73K	Hold	243	–	–	0.03%	166
2020 Q4	$71K	Hold	243	–	–	0.03%	169
2020 Q3	$70K	Buy	+243	New	+$69.4K	0.03%	150

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 $3.37T AUM 44.26% 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

TFC Financial Management's MCO Position: Q2 2026 in Review

TFC Financial Management reduced its Moody's (MCO) stake by 36% in Q2 2026, selling an estimated $28.3K and leaving 114 shares worth $51.6K. The position accounts for 0.01% of the portfolio, ranked #286.

TFC Financial Management first reported a position in MCO in Q3 2020 and has held it in 24 quarters since. The position peaked at $125K in Q4 2022. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

TFC Financial Management held 114 shares of Moody's worth $51.6K as of Q2 2026.
TFC Financial Management sold 63 Moody's shares in Q2 2026, an estimated $28.3K.
Moody's made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #286 holding.
TFC Financial Management first reported a position in Moody's in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's Moody's position peaked at $125K in Q4 2022.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.