Vest Financial’s Moody's MCO Stock Holding History

Vest 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 Q2	–	Sell	-753	Closed	-$328K	–	439
2026 Q1	$328K	Sell	753 -23	-3%	-$10.9K	﹤0.01%	391
2025 Q4	$396K	Buy	+776	New	+$379K	0.01%	381
2025 Q3	–	Sell	-439	Closed	-$220K	–	429
2025 Q2	$220K	Hold	439	–	–	﹤0.01%	390
2025 Q1	$204K	Buy	+439	New	+$212K	﹤0.01%	393

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

Vest Financial's MCO Position: Q2 2026 in Review

Vest Financial sold out of Moody's (MCO) in Q2 2026, closing a stake of 753 shares — an estimated $328K sold.

Vest Financial first reported a position in MCO in Q1 2025 and held it in 4 quarters. The position peaked at $396K in Q4 2025. 1,406 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Vest Financial reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
Vest Financial sold 753 Moody's shares in Q2 2026, an estimated $328K.
Vest Financial first reported a position in Moody's in Q1 2025 and held it in 4 quarters.
Vest Financial's Moody's position peaked at $396K in Q4 2025.
1,406 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.