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Vancity Investment Management’s Moody's MCO Stock Holding History

Vancity Investment 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 		$23.2M Buy
51,260
+41
+0.1% +$18.4K 3.48% 7
2026
Q1 		$22.3M Sell
51,219
-4,816
-9% -$2.28M 3.55% 7
2025
Q4 		$28.6M Sell
56,035
-1,941
-3% -$947K 3.89% 8
2025
Q3 		$27.6M Buy
57,976
+6,725
+13% +$3.39M 3.67% 10
2025
Q2 		$25.7M Buy
51,251
+3,810
+8% +$1.76M 3.25% 12
2025
Q1 		$22.1M Buy
+47,441
New +$22.9M 3.03% 12
2024
Q3 		$10M Sell
21,129
-18,727
-47% -$8.68M 1.2% 27
2024
Q2 		$15.8M Buy
39,856
+24,558
+161% +$9.77M 1% 34
2024
Q1 		$6.01M Sell
15,298
-377
-2% -$145K 0.72% 41
2023
Q4 		$6.12M Sell
15,675
-3,932
-20% -$1.37M 0.9% 39
2023
Q3 		$6.2M Hold
19,607
– – 0.8% 42
2023
Q2 		$6.82M Hold
19,607
– – 0.88% 43
2023
Q1 		$6M Sell
19,607
-299
-2% -$90.3K 0.84% 46
2022
Q4 		$5.55M Hold
19,906
– – 0.83% 50
2022
Q3 		$4.84M Sell
19,906
-854
-4% -$248K 0.77% 49
2022
Q2 		$5.65M Sell
20,760
-284
-1% -$85K 0.8% 50
2022
Q1 		$7.1M Buy
+21,044
New +$7.08M 0.84% 49

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

Vancity Investment Management's MCO Position: Q2 2026 in Review

Vancity Investment Management increased its Moody's (MCO) stake by 0.08% in Q2 2026, buying an estimated $18.4K and bringing the position to 51,260 shares worth $23.2M. The position accounts for 3.48% of the portfolio, ranked #7.

Vancity Investment Management first reported a position in MCO in Q1 2022 and has held it in 17 quarters since. The position peaked at $28.6M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Vancity Investment Management held 51,260 shares of Moody's worth $23.2M as of Q2 2026.
  • Vancity Investment Management bought 41 Moody's shares in Q2 2026, an estimated $18.4K.
  • Moody's made up 3.48% of Vancity Investment Management's portfolio in Q2 2026, its #7 holding.
  • Vancity Investment Management first reported a position in Moody's in Q1 2022 and has held it in 17 quarters since.
  • Vancity Investment Management's Moody's position peaked at $28.6M in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Vancity Investment Management's 13F filing for Q2 2026, filed 24 Aug 2026.