Altshuler Shaham’s Moody's MCO Stock Holding History

Altshuler Shaham’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	$4.53K	Buy	+10	New	+$4.49K	﹤0.01%	389
2026 Q1	–	Sell	-8	Closed	-$4.09K	–	464
2025 Q4	$4.09K	Hold	8	–	–	﹤0.01%	313
2025 Q3	$3.81K	Sell	8 -1	-11%	-$504	﹤0.01%	322
2025 Q2	$4.51K	Buy	9 +1	+13%	+$463	﹤0.01%	234
2025 Q1	$3.73K	Buy	+8	New	+$3.85K	﹤0.01%	265
2024 Q4	–	Sell	-8	Closed	-$3.8K	–	403
2024 Q3	$3.8K	Buy	+8	New	+$3.71K	﹤0.01%	270
2022 Q1	–	Sell	-19	Closed	-$7K	–	596
2021 Q4	$7K	Sell	19 -604	-97%	-$233K	﹤0.01%	523
2021 Q3	$222K	Buy	+623	New	+$235K	﹤0.01%	243
2020 Q2	–	Sell	-1,940	Closed	-$410K	–	480
2020 Q1	$410K	Buy	1,940 +1,304	+205%	+$317K	0.02%	102
2019 Q4	$152K	Sell	636 -1,053	-62%	-$234K	﹤0.01%	171
2019 Q3	$347K	Buy	1,689 +1,082	+178%	+$227K	0.01%	97
2019 Q2	$419K	Buy	607 +7	+1%	+$1.33K	0.02%	104
2019 Q1	$30K	Hold	600	–	–	﹤0.01%	166
2018 Q4	$22K	Buy	600 +300	+100%	+$45.3K	﹤0.01%	172
2018 Q3	$14K	Buy	300 +100	+50%	+$17.6K	﹤0.01%	177
2018 Q2	$9K	Hold	200	–	–	﹤0.01%	154
2018 Q1	$9K	Hold	200	–	–	﹤0.01%	186
2017 Q4	$9K	Buy	+200	New	+$29.3K	﹤0.01%	152

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

Altshuler Shaham's MCO Position: Q2 2026 in Review

Altshuler Shaham opened a new position in Moody's (MCO) in Q2 2026: 10 shares worth $4.53K. The stake represents ﹤0.01% of the portfolio and ranks #389 among its holdings. This is a return to the name: Altshuler Shaham previously reported a position in MCO as recently as Q4 2025.

Altshuler Shaham first reported a position in MCO in Q4 2017 and has held it in 18 quarters since. The position peaked at $419K in Q2 2019. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Altshuler Shaham held 10 shares of Moody's worth $4.53K as of Q2 2026.
Moody's was a new Altshuler Shaham position in Q2 2026.
Moody's made up ﹤0.01% of Altshuler Shaham's portfolio in Q2 2026, its #389 holding.
Altshuler Shaham first reported a position in Moody's in Q4 2017 and has held it in 18 quarters since.
Altshuler Shaham's Moody's position peaked at $419K in Q2 2019.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.