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Aaron Wealth Advisors’s Moody's MCO Stock Holding History

Aaron Wealth 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 		$873K Buy
1,927
+79
+4% +$35.5K 0.04% 281
2026
Q1 		$806K Sell
1,848
-260
-12% -$123K 0.05% 271
2025
Q4 		$1.08M Buy
2,108
+661
+46% +$323K 0.06% 235
2025
Q3 		$689K Buy
1,447
+203
+16% +$102K 0.04% 326
2025
Q2 		$624K Buy
1,244
+39
+3% +$18.1K 0.06% 192
2025
Q1 		$561K Buy
1,205
+25
+2% +$12K 0.06% 192
2024
Q4 		$559K Buy
1,180
+57
+5% +$27.2K 0.06% 184
2024
Q3 		$533K Buy
1,123
+176
+19% +$81.6K 0.06% 183
2024
Q2 		$399K Buy
947
+127
+15% +$50.5K 0.06% 195
2024
Q1 		$322K Sell
820
-252
-24% -$97.2K 0.05% 210
2023
Q4 		$419K Buy
1,072
+33
+3% +$11.5K 0.07% 150
2023
Q3 		$329K Buy
1,039
+3
+0.3% +$1.02K 0.04% 184
2023
Q2 		$360K Buy
1,036
+277
+36% +$87.8K 0.05% 189
2023
Q1 		$232K Sell
759
-59
-7% -$17.8K 0.03% 228
2022
Q4 		$228K Sell
818
-160
-16% -$43.8K 0.03% 223
2022
Q3 		$238K Buy
978
+178
+22% +$51.7K 0.04% 184
2022
Q2 		$217K Buy
800
+191
+31% +$57.1K 0.05% 177
2022
Q1 		$205K Sell
609
-7
-1% -$2.35K 0.05% 188
2021
Q4 		$240K Buy
+616
New +$238K 0.07% 161

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

Aaron Wealth Advisors's MCO Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Moody's (MCO) stake by 4.3% in Q2 2026, buying an estimated $35.5K and bringing the position to 1,927 shares worth $873K. The position accounts for 0.04% of the portfolio, ranked #281.

Aaron Wealth Advisors first reported a position in MCO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.08M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Aaron Wealth Advisors held 1,927 shares of Moody's worth $873K as of Q2 2026.
  • Aaron Wealth Advisors bought 79 Moody's shares in Q2 2026, an estimated $35.5K.
  • Moody's made up 0.04% of Aaron Wealth Advisors's portfolio in Q2 2026, its #281 holding.
  • Aaron Wealth Advisors first reported a position in Moody's in Q4 2021 and has held it in 19 quarters since.
  • Aaron Wealth Advisors's Moody's position peaked at $1.08M in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.