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Victory Financial Group’s Moody's MCO Stock Holding History

Victory Financial Group’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 		$208K Sell
460
-167
-27% -$75K 0.02% 380
2026
Q1 		$274K Buy
627
+52
+9% +$24.6K 0.03% 270
2025
Q4 		$294K Buy
575
+69
+14% +$33.7K 0.04% 238
2025
Q3 		$242K Sell
506
-3
-0.6% -$1.51K 0.03% 220
2025
Q2 		$255K Buy
509
+32
+7% +$14.8K 0.04% 188
2025
Q1 		$222K Buy
+477
New +$230K 0.04% 162

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

Victory Financial Group's MCO Position: Q2 2026 in Review

Victory Financial Group reduced its Moody's (MCO) stake by 27% in Q2 2026, selling an estimated $75K and leaving 460 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #380.

Victory Financial Group first reported a position in MCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $294K in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Victory Financial Group held 460 shares of Moody's worth $208K as of Q2 2026.
  • Victory Financial Group sold 167 Moody's shares in Q2 2026, an estimated $75K.
  • Moody's made up 0.02% of Victory Financial Group's portfolio in Q2 2026, its #380 holding.
  • Victory Financial Group first reported a position in Moody's in Q1 2025 and has held it in 6 quarters since.
  • Victory Financial Group's Moody's position peaked at $294K in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.