Alta Advisers’s Moody's MCO Stock Holding History

Alta Advisers’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	$277K	Hold	611	–	–	0.06%	163
2026 Q1	$267K	Hold	611	–	–	0.1%	157
2025 Q4	$312K	Sell	611 -200	-25%	-$97.6K	0.11%	126
2025 Q3	$386K	Hold	811	–	–	0.12%	133
2025 Q2	$407K	Hold	811	–	–	0.14%	127
2025 Q1	$378K	Buy	811 +300	+59%	+$145K	0.16%	128
2024 Q4	$242K	Buy	511 +11	+2%	+$5.25K	0.15%	130
2024 Q3	$237K	Hold	500	–	–	0.11%	120
2024 Q2	$210K	Hold	500	–	–	0.1%	118
2024 Q1	$197K	Hold	500	–	–	0.1%	137
2023 Q4	$195K	Hold	500	–	–	0.1%	116
2023 Q3	$158K	Hold	500	–	–	0.09%	134
2023 Q2	$174K	Hold	500	–	–	0.1%	125
2023 Q1	$153K	Hold	500	–	–	0.09%	137
2022 Q4	$139K	Hold	500	–	–	0.08%	147
2022 Q3	$122K	Buy	+500	New	+$145K	0.08%	156

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

Alta Advisers's MCO Position: Q2 2026 in Review

Alta Advisers held its Moody's (MCO) position steady in Q2 2026 at 611 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #163.

Alta Advisers first reported a position in MCO in Q3 2022 and has held it in 16 quarters since. The position peaked at $407K in Q2 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Alta Advisers held 611 shares of Moody's worth $277K as of Q2 2026.
Alta Advisers left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.06% of Alta Advisers's portfolio in Q2 2026, its #163 holding.
Alta Advisers first reported a position in Moody's in Q3 2022 and has held it in 16 quarters since.
Alta Advisers's Moody's position peaked at $407K in Q2 2025.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.