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Allen Capital Group’s Moody's MCO Stock Holding History

Allen Capital Group’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 		$226K Buy
500
+31
+7% +$13.9K 0.02% 283
2026
Q1 		$205K Sell
469
-28
-6% -$13.2K 0.02% 274
2025
Q4 		$254K Buy
497
+27
+6% +$13.2K 0.02% 241
2025
Q3 		$224K Sell
470
-41
-8% -$20.7K 0.02% 248
2025
Q2 		$256K Sell
511
-36
-7% -$16.7K 0.03% 238
2025
Q1 		$255K Buy
547
+84
+18% +$40.5K 0.03% 218
2024
Q4 		$219K Buy
+463
New +$221K 0.03% 214

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

Allen Capital Group's MCO Position: Q2 2026 in Review

Allen Capital Group increased its Moody's (MCO) stake by 6.6% in Q2 2026, buying an estimated $13.9K and bringing the position to 500 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #283.

Allen Capital Group first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $256K in Q2 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Allen Capital Group held 500 shares of Moody's worth $226K as of Q2 2026.
  • Allen Capital Group bought 31 Moody's shares in Q2 2026, an estimated $13.9K.
  • Moody's made up 0.02% of Allen Capital Group's portfolio in Q2 2026, its #283 holding.
  • Allen Capital Group first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
  • Allen Capital Group's Moody's position peaked at $256K in Q2 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.