WSFS
MCO icon

Wilmington Savings Fund Society’s Moody's MCO Stock Holding History

Wilmington Savings Fund Society’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 		$2.08M Buy
4,594
+23
+0.5% +$10.3K 0.05% 229
2026
Q1 		$1.99M Sell
4,571
-200
-4% -$94.6K 0.05% 233
2025
Q4 		$2.44M Hold
4,771
– – 0.06% 208
2025
Q3 		$2.27M Sell
4,771
-510
-10% -$257K 0.05% 221
2025
Q2 		$2.65M Buy
5,281
+133
+3% +$61.6K 0.05% 259
2025
Q1 		$2.4M Buy
5,148
+34
+0.7% +$16.4K 0.04% 272
2024
Q4 		$2.42M Sell
5,114
-285
-5% -$136K 0.04% 278
2024
Q3 		$2.56M Buy
5,399
+1,222
+29% +$566K 0.05% 270
2024
Q2 		$1.76M Sell
4,177
-36
-0.9% -$14.3K 0.07% 174
2024
Q1 		$1.66M Buy
+4,213
New +$1.62M 0.06% 178
2023
Q3 		$1.4M Hold
4,423
– – 0.06% 181
2023
Q2 		$1.54M Hold
4,423
– – 0.06% 177
2023
Q1 		$1.35M Hold
4,423
– – 0.06% 180
2022
Q4 		$1.23M Hold
4,423
– – 0.06% 190
2022
Q3 		$1.07M Hold
4,423
– – 0.05% 195
2022
Q2 		$1.2M Hold
4,423
– – 0.06% 192
2022
Q1 		$1.49M Sell
4,423
-200
-4% -$67.3K 0.06% 193
2021
Q4 		$1.8M Hold
4,623
– – 0.06% 184
2021
Q3 		$1.64M Hold
4,623
– – 0.06% 190
2021
Q2 		$1.68M Hold
4,623
– – 0.06% 194
2021
Q1 		$1.38M Hold
4,623
– – 0.06% 201
2020
Q4 		$1.34M Sell
4,623
-100
-2% -$28K 0.06% 200
2020
Q3 		$1.37M Hold
4,723
– – 0.06% 189
2020
Q2 		$1.3M Sell
4,723
-91
-2% -$23.1K 0.06% 191
2020
Q1 		$1.02M Sell
4,814
-183
-4% -$44.5K 0.06% 194
2019
Q4 		$1.19M Hold
4,997
– – 0.06% 176
2019
Q3 		$1.02M Sell
4,997
-275
-5% -$57.6K 0.06% 181
2019
Q2 		$1.03M Sell
5,272
-225
-4% -$42.7K 0.06% 185
2019
Q1 		$995K Hold
5,497
– – 0.05% 187
2018
Q4 		$770K Hold
5,497
– – 0.05% 197
2018
Q3 		$920K Hold
5,497
– – 0.05% 200
2018
Q2 		$938K Sell
5,497
-418
-7% -$70.7K 0.05% 198
2018
Q1 		$954K Buy
5,915
+81
+1% +$13.1K 0.05% 202
2017
Q4 		$862K Sell
5,834
-45
-0.8% -$6.59K 0.05% 213
2017
Q3 		$818K Sell
5,879
-507
-8% -$66.6K 0.05% 217
2017
Q2 		$777K Buy
6,386
+45
+0.7% +$5.27K 0.05% 219
2017
Q1 		$710K Hold
6,341
– – 0.04% 216
2016
Q4 		$597K Sell
6,341
-100
-2% -$10.1K 0.04% 225
2016
Q3 		$697K Hold
6,441
– – 0.04% 220
2016
Q2 		$604K Hold
6,441
– – 0.04% 231
2016
Q1 		$622K Hold
6,441
– – 0.04% 232
2015
Q4 		$646K Hold
6,441
– – 0.04% 233
2015
Q3 		$633K Sell
6,441
-2,400
-27% -$255K 0.04% 229
2015
Q2 		$955K Hold
8,841
– – 0.06% 216
2015
Q1 		$917K Buy
8,841
+841
+11% +$81.3K 0.05% 219
2014
Q4 		$766K Hold
8,000
– – 0.04% 233
2014
Q3 		$756K Hold
8,000
– – 0.04% 238
2014
Q2 		$701K Hold
8,000
– – 0.04% 248
2014
Q1 		$635K Hold
8,000
– – 0.04% 253
2013
Q4 		$628K Hold
8,000
– – 0.04% 256
2013
Q3 		$563K Buy
8,000
+3,000
+60% +$197K 0.03% 261
2013
Q2 		$305K Buy
+5,000
New +$303K 0.02% 314

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

Wilmington Savings Fund Society's MCO Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its Moody's (MCO) stake by 0.5% in Q2 2026, buying an estimated $10.3K and bringing the position to 4,594 shares worth $2.08M. The position accounts for 0.05% of the portfolio, ranked #229.

Wilmington Savings Fund Society first reported a position in MCO in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.65M in Q2 2025. 1,406 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Wilmington Savings Fund Society held 4,594 shares of Moody's worth $2.08M as of Q2 2026.
  • Wilmington Savings Fund Society bought 23 Moody's shares in Q2 2026, an estimated $10.3K.
  • Moody's made up 0.05% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #229 holding.
  • Wilmington Savings Fund Society first reported a position in Moody's in Q2 2013 and has held it in 52 quarters since.
  • Wilmington Savings Fund Society's Moody's position peaked at $2.65M in Q2 2025.
  • 1,406 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.