Aptus Capital Advisors’s Moody's MCO Stock Holding History

Aptus 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	$495K	Buy	1,094 +109	+11%	+$49K	﹤0.01%	795
2026 Q1	$430K	Sell	985 -679	-41%	-$321K	﹤0.01%	767
2025 Q4	$850K	Buy	1,664 +20	+1%	+$9.76K	0.01%	615
2025 Q3	$783K	Buy	1,644 +10	+0.6%	+$5.04K	0.01%	599
2025 Q2	$819K	Sell	1,634 -354	-18%	-$164K	0.01%	566
2025 Q1	$926K	Buy	1,988 +641	+48%	+$309K	0.01%	525
2024 Q4	$638K	Buy	1,347 +286	+27%	+$136K	0.01%	574
2024 Q3	$504K	Buy	1,061 +25	+2%	+$11.6K	0.01%	536
2024 Q2	$436K	Buy	1,036 +83	+9%	+$33K	0.01%	534
2024 Q1	$375K	Buy	953 +113	+13%	+$43.6K	0.01%	574
2023 Q4	$328K	Buy	840 +35	+4%	+$12.2K	0.01%	449
2023 Q3	$255K	Buy	+805	New	+$274K	0.01%	508

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

Aptus Capital Advisors's MCO Position: Q2 2026 in Review

Aptus Capital Advisors increased its Moody's (MCO) stake by 11% in Q2 2026, buying an estimated $49K and bringing the position to 1,094 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Aptus Capital Advisors first reported a position in MCO in Q3 2023 and has held it in 12 quarters since. The position peaked at $926K in Q1 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Aptus Capital Advisors held 1,094 shares of Moody's worth $495K as of Q2 2026.
Aptus Capital Advisors bought 109 Moody's shares in Q2 2026, an estimated $49K.
Moody's made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #795 holding.
Aptus Capital Advisors first reported a position in Moody's in Q3 2023 and has held it in 12 quarters since.
Aptus Capital Advisors's Moody's position peaked at $926K in Q1 2025.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.