Baker Ellis Asset Management’s Moody's MCO Stock Holding History

Baker Ellis Asset Management’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	$416K	Hold	919	–	–	0.04%	186
2026 Q1	$401K	Hold	919	–	–	0.05%	184
2025 Q4	$469K	Hold	919	–	–	0.06%	172
2025 Q3	$438K	Buy	+919	New	+$463K	0.05%	174

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

Baker Ellis Asset Management's MCO Position: Q2 2026 in Review

Baker Ellis Asset Management held its Moody's (MCO) position steady in Q2 2026 at 919 shares worth $416K. The position accounts for 0.04% of the portfolio, ranked #186.

Baker Ellis Asset Management first reported a position in MCO in Q3 2025 and has held it in 4 quarters since. The position peaked at $469K in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Baker Ellis Asset Management held 919 shares of Moody's worth $416K as of Q2 2026.
Baker Ellis Asset Management left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.04% of Baker Ellis Asset Management's portfolio in Q2 2026, its #186 holding.
Baker Ellis Asset Management first reported a position in Moody's in Q3 2025 and has held it in 4 quarters since.
Baker Ellis Asset Management's Moody's position peaked at $469K in Q4 2025.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Baker Ellis Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.