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Tompkins Financial’s Moody's MCO Stock Holding History

Tompkins 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
Q1 		– Sell
-4
Closed -$2.04K – 634
2025
Q4 		$2.04K Buy
+4
New +$1.95K ﹤0.01% 540
2024
Q3 		– Sell
-150
Closed -$63.1K – 610
2024
Q2 		$63.1K Hold
150
– – 0.01% 322
2024
Q1 		$59K Buy
150
+100
+200% +$38.6K 0.01% 331
2023
Q4 		$19.5K Hold
50
– – ﹤0.01% 426
2023
Q3 		$15.8K Buy
+50
New +$17K ﹤0.01% 427

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
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

Tompkins Financial's MCO Position: Q1 2026 in Review

Tompkins Financial sold out of Moody's (MCO) in Q1 2026, closing a stake of 4 shares — an estimated $2.04K sold.

Tompkins Financial first reported a position in MCO in Q3 2023 and held it in 5 quarters. The position peaked at $63.1K in Q2 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Tompkins Financial reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Tompkins Financial sold 4 Moody's shares in Q1 2026, an estimated $2.04K.
  • Tompkins Financial first reported a position in Moody's in Q3 2023 and held it in 5 quarters.
  • Tompkins Financial's Moody's position peaked at $63.1K in Q2 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Tompkins Financial's 13F filing for Q1 2026, filed 9 Apr 2026.