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1620 Investment Advisors’s Moody's MCO Stock Holding History

1620 Investment Advisors’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
-2
Closed -$1.29K – 694
2026
Q1 		$1.29K Hold
2
– – ﹤0.01% 616
2025
Q4 		$1.51K Sell
2
-16
-89% -$7.81K ﹤0.01% 605
2025
Q3 		$8.55K Buy
18
+1
+6% +$504 0.01% 472
2025
Q2 		$9.01K Buy
17
+14
+467% +$6.49K 0.01% 467
2025
Q1 		$1.38K Hold
3
– – ﹤0.01% 605
2024
Q4 		$1.4K Hold
3
– – ﹤0.01% 606
2024
Q3 		$1.4K Buy
+3
New +$1.39K ﹤0.01% 590

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

1620 Investment Advisors's MCO Position: Q2 2026 in Review

1620 Investment Advisors sold out of Moody's (MCO) in Q2 2026, closing a stake of 2 shares — an estimated $1.29K sold.

1620 Investment Advisors first reported a position in MCO in Q3 2024 and held it in 7 quarters. The position peaked at $9.01K in Q2 2025. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • 1620 Investment Advisors reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • 1620 Investment Advisors sold 2 Moody's shares in Q2 2026, an estimated $1.29K.
  • 1620 Investment Advisors first reported a position in Moody's in Q3 2024 and held it in 7 quarters.
  • 1620 Investment Advisors's Moody's position peaked at $9.01K in Q2 2025.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.