Asset Advisory Group’s Moody's MCO Stock Holding History

Asset Advisory Group’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	$239K	Hold	527	–	–	0.1%	113
2026 Q1	$230K	Hold	527	–	–	0.12%	110
2025 Q4	$269K	Buy	+527	New	+$257K	0.13%	102

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 $3.38T AUM 44.17% 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

Asset Advisory Group's MCO Position: Q2 2026 in Review

Asset Advisory Group held its Moody's (MCO) position steady in Q2 2026 at 527 shares worth $239K. The position accounts for 0.1% of the portfolio, ranked #113.

Asset Advisory Group first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $269K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Asset Advisory Group held 527 shares of Moody's worth $239K as of Q2 2026.
Asset Advisory Group left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.1% of Asset Advisory Group's portfolio in Q2 2026, its #113 holding.
Asset Advisory Group first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
Asset Advisory Group's Moody's position peaked at $269K in Q4 2025.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.