Abbrea Capital’s Moody's MCO Stock Holding History

Abbrea Capital’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
2024 Q2	$370K	Hold	880	–	–	0.05%	180
2024 Q1	$346K	Hold	880	–	–	0.05%	197
2023 Q4	$344K	Hold	880	–	–	0.05%	191
2023 Q3	$278K	Hold	880	–	–	0.04%	200
2023 Q2	$306K	Hold	880	–	–	0.05%	192
2023 Q1	$269K	Hold	880	–	–	0.05%	200
2022 Q4	$245K	Hold	880	–	–	0.04%	206
2022 Q3	$214K	Buy	880 +100	+13%	+$29.1K	0.04%	210
2022 Q2	$212K	Sell	780 -100	-11%	-$29.9K	0.04%	221
2022 Q1	$297K	Sell	880 -200	-19%	-$67.3K	0.04%	209
2021 Q4	$422K	Buy	1,080 +164	+18%	+$63.3K	0.06%	186
2021 Q3	$325K	Hold	916	–	–	0.05%	196
2021 Q2	$332K	Buy	916 +200	+28%	+$66.6K	0.05%	196
2021 Q1	$214K	Buy	+716	New	+$202K	0.04%	217

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abbrea Capital's MCO Position: Q2 2024 in Review

Abbrea Capital held its Moody's (MCO) position steady in Q2 2024 at 880 shares worth $370K. The position accounts for 0.05% of the portfolio, ranked #180.

Abbrea Capital first reported a position in MCO in Q1 2021 and has held it in 14 quarters since. The position peaked at $422K in Q4 2021. 1,160 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

Abbrea Capital held 880 shares of Moody's worth $370K as of Q2 2024.
Abbrea Capital left its Moody's share count unchanged in Q2 2024.
Moody's made up 0.05% of Abbrea Capital's portfolio in Q2 2024, its #180 holding.
Abbrea Capital first reported a position in Moody's in Q1 2021 and has held it in 14 quarters since.
Abbrea Capital's Moody's position peaked at $422K in Q4 2021.
1,160 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on Abbrea Capital's 13F filing for Q2 2024, filed 8 Aug 2024.