Vision Financial Markets’s Moody's MCO Stock Holding History

Vision Financial Markets’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	$64.3K	Hold	143	–	–	0.06%	126
2026 Q1	$62K	Hold	143	–	–	0.06%	112
2025 Q4	$72.5K	Hold	143	–	–	0.07%	96
2025 Q3	$67.7K	Hold	143	–	–	0.06%	113
2025 Q2	$71.2K	Buy	143 +1	+0.7%	+$463	0.07%	111
2025 Q1	$66.1K	Buy	142 +1	+0.7%	+$482	0.07%	99
2024 Q4	$66.7K	Buy	+141	New	+$67.3K	0.07%	98

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

Vision Financial Markets's MCO Position: Q2 2026 in Review

Vision Financial Markets held its Moody's (MCO) position steady in Q2 2026 at 143 shares worth $64.3K. The position accounts for 0.06% of the portfolio, ranked #126.

Vision Financial Markets first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $72.5K in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Vision Financial Markets held 143 shares of Moody's worth $64.3K as of Q2 2026.
Vision Financial Markets left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.06% of Vision Financial Markets's portfolio in Q2 2026, its #126 holding.
Vision Financial Markets first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's Moody's position peaked at $72.5K in Q4 2025.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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