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Timothy G. Youngquist 2020 Irrevocable Trust’s Moody's MCO Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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
-55
Closed -$24K – 335
2026
Q1 		$24K Buy
+55
New +$26K 0.01% 296

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 $3.38T AUM 44.17% 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

Timothy G. Youngquist 2020 Irrevocable Trust's MCO Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Moody's (MCO) in Q2 2026, closing a stake of 55 shares — an estimated $24K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in MCO in Q1 2026 and held it in 1 quarter. The position peaked at $24K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 55 Moody's shares in Q2 2026, an estimated $24K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Moody's in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Moody's position peaked at $24K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.