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UMB Bank’s Moody's MCO Stock Holding History

UMB Bank’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 		$1.95M Sell
4,307
-5,575
-56% -$2.5M 0.02% 272
2026
Q1 		$4.31M Sell
9,882
-203
-2% -$96K 0.06% 186
2025
Q4 		$5.15M Buy
10,085
+820
+9% +$400K 0.07% 178
2025
Q3 		$4.41M Sell
9,265
-244
-3% -$123K 0.07% 174
2025
Q2 		$4.77M Buy
9,509
+645
+7% +$299K 0.07% 166
2025
Q1 		$4.13M Buy
8,864
+6,611
+293% +$3.19M 0.07% 170
2024
Q4 		$1.07M Sell
2,253
-142
-6% -$67.8K 0.02% 311
2024
Q3 		$1.14M Sell
2,395
-260
-10% -$120K 0.02% 312
2024
Q2 		$1.12M Sell
2,655
-197
-7% -$78.4K 0.02% 307
2024
Q1 		$1.12M Buy
2,852
+4
+0.1% +$1.54K 0.02% 309
2023
Q4 		$1.11M Sell
2,848
-24
-0.8% -$8.34K 0.02% 315
2023
Q3 		$908K Buy
2,872
+20
+0.7% +$6.8K 0.01% 333
2023
Q2 		$992K Sell
2,852
-58
-2% -$18.4K 0.02% 337
2023
Q1 		$891K Sell
2,910
-53
-2% -$16K 0.01% 345
2022
Q4 		$825K Hold
2,963
– – 0.01% 363
2022
Q3 		$720K Sell
2,963
-33
-1% -$9.59K 0.01% 389
2022
Q2 		$815K Sell
2,996
-125
-4% -$37.4K 0.01% 396
2022
Q1 		$1.05M Sell
3,121
-200
-6% -$67.3K 0.01% 380
2021
Q4 		$1.3M Buy
+3,321
New +$1.28M 0.02% 363

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

UMB Bank's MCO Position: Q2 2026 in Review

UMB Bank reduced its Moody's (MCO) stake by 56% in Q2 2026, selling an estimated $2.5M and leaving 4,307 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #272.

UMB Bank first reported a position in MCO in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.15M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • UMB Bank held 4,307 shares of Moody's worth $1.95M as of Q2 2026.
  • UMB Bank sold 5,575 Moody's shares in Q2 2026, an estimated $2.5M.
  • Moody's made up 0.02% of UMB Bank's portfolio in Q2 2026, its #272 holding.
  • UMB Bank first reported a position in Moody's in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Moody's position peaked at $5.15M in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.