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Annis Gardner Whiting Capital Advisors’s Moody's MCO Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-146
Closed -$63.7K – 883
2026
Q1 		$63.7K Sell
146
-34
-19% -$16.1K 0.01% 534
2025
Q4 		$92K Sell
180
-3
-2% -$1.46K 0.02% 423
2025
Q3 		$87.2K Buy
183
+9
+5% +$4.54K 0.02% 414
2025
Q2 		$87.3K Buy
174
+28
+19% +$13K 0.03% 325
2025
Q1 		$68K Buy
146
+34
+30% +$16.4K 0.03% 317
2024
Q4 		$53K Hold
112
– – 0.01% 340
2024
Q3 		$53.2K Sell
112
-73
-39% -$33.8K 0.02% 358
2024
Q2 		$77.9K Buy
185
+2
+1% +$796 0.02% 340
2024
Q1 		$71.9K Buy
183
+73
+66% +$28.1K 0.03% 336
2023
Q4 		$43K Hold
110
– – 0.02% 316
2023
Q3 		$34.8K Buy
+110
New +$37.4K 0.02% 323

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's MCO Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Moody's (MCO) in Q2 2026, closing a stake of 146 shares — an estimated $63.7K sold.

Annis Gardner Whiting Capital Advisors first reported a position in MCO in Q3 2023 and held it in 11 quarters. The position peaked at $92K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 146 Moody's shares in Q2 2026, an estimated $63.7K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Moody's in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Moody's position peaked at $92K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.