Arkadios Wealth Advisors’s Moody's MCO Stock Holding History

Arkadios Wealth 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	$208K	Buy	+460	New	+$207K	﹤0.01%	1611
2026 Q1	–	Sell	-393	Closed	-$201K	–	1753
2025 Q4	$201K	Sell	393 -122	-24%	-$59.5K	﹤0.01%	1452
2025 Q3	$245K	Sell	515 -449	-47%	-$226K	0.01%	1252
2025 Q2	$484K	Buy	964 +46	+5%	+$21.3K	0.01%	854
2025 Q1	$428K	Buy	+918	New	+$442K	0.02%	761
2021 Q4	–	Sell	-90	Closed	-$32K	–	1285
2021 Q3	$32K	Hold	90	–	–	﹤0.01%	1047
2021 Q2	$32K	Buy	90 +78	+650%	+$26K	﹤0.01%	1097
2021 Q1	$3K	Sell	12 -245	-95%	-$69K	﹤0.01%	1473
2020 Q4	$74K	Buy	257 +159	+162%	+$44.5K	0.02%	486
2020 Q3	$28.3K	Buy	98 +8	+9%	+$2.28K	0.01%	525
2020 Q2	$26.2K	Buy	+90	New	+$22.9K	0.01%	489

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

Arkadios Wealth Advisors's MCO Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in Moody's (MCO) in Q2 2026: 460 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1611 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in MCO as recently as Q4 2025.

Arkadios Wealth Advisors first reported a position in MCO in Q2 2020 and has held it in 11 quarters since. The position peaked at $484K in Q2 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Arkadios Wealth Advisors held 460 shares of Moody's worth $208K as of Q2 2026.
Moody's was a new Arkadios Wealth Advisors position in Q2 2026.
Moody's made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1611 holding.
Arkadios Wealth Advisors first reported a position in Moody's in Q2 2020 and has held it in 11 quarters since.
Arkadios Wealth Advisors's Moody's position peaked at $484K in Q2 2025.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.