AlphaCore Capital’s Moody's MCO Stock Holding History

AlphaCore 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
2026 Q2	$384K	Buy	848 +361	+74%	+$162K	0.01%	808
2026 Q1	$212K	Buy	487 +34	+8%	+$16.1K	0.01%	827
2025 Q4	$231K	Buy	+453	New	+$221K	0.01%	920

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

AlphaCore Capital's MCO Position: Q2 2026 in Review

AlphaCore Capital increased its Moody's (MCO) stake by 74% in Q2 2026, buying an estimated $162K and bringing the position to 848 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #808.

AlphaCore Capital first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

AlphaCore Capital held 848 shares of Moody's worth $384K as of Q2 2026.
AlphaCore Capital bought 361 Moody's shares in Q2 2026, an estimated $162K.
Moody's made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #808 holding.
AlphaCore Capital first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.