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Beacon Pointe Advisors’s Moody's MCO Stock Holding History

Beacon Pointe 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 		$2.61M Sell
5,761
-140
-2% -$62.9K 0.01% 680
2026
Q1 		$2.57M Buy
5,901
+3,950
+202% +$1.87M 0.01% 656
2025
Q4 		$997K Sell
1,951
-2,598
-57% -$1.27M 0.01% 834
2025
Q3 		$2.17M Buy
4,549
+2,309
+103% +$1.16M 0.02% 527
2025
Q2 		$1.12M Buy
2,240
+185
+9% +$85.7K 0.01% 637
2025
Q1 		$957K Buy
2,055
+33
+2% +$15.9K 0.01% 650
2024
Q4 		$957K Sell
2,022
-543
-21% -$259K 0.01% 641
2024
Q3 		$1.22M Sell
2,565
-128
-5% -$59.3K 0.01% 580
2024
Q2 		$1.13M Sell
2,693
-1,134
-30% -$451K 0.01% 607
2024
Q1 		$1.5M Sell
3,827
-504
-12% -$194K 0.02% 563
2023
Q4 		$1.69M Sell
4,331
-287
-6% -$99.7K 0.02% 520
2023
Q3 		$1.46M Buy
4,618
+2,331
+102% +$793K 0.02% 529
2023
Q2 		$795K Sell
2,287
-967
-30% -$307K 0.01% 584
2023
Q1 		$996K Buy
3,254
+576
+22% +$174K 0.02% 550
2022
Q4 		$746K Buy
2,678
+462
+21% +$126K 0.01% 577
2022
Q3 		$534K Sell
2,216
-107
-5% -$31.1K 0.01% 615
2022
Q2 		$636K Sell
2,323
-1,223
-34% -$366K 0.01% 583
2022
Q1 		$1.2M Buy
3,546
+2,275
+179% +$765K 0.02% 569
2021
Q4 		$496K Sell
1,271
-50
-4% -$19.3K 0.01% 575
2021
Q3 		$469K Sell
1,321
-220
-14% -$82.9K 0.01% 555
2021
Q2 		$558K Buy
+1,541
New +$513K 0.02% 460

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 $3.37T AUM 44.26% 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

Beacon Pointe Advisors's MCO Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Moody's (MCO) stake by 2.4% in Q2 2026, selling an estimated $62.9K and leaving 5,761 shares worth $2.61M. The position accounts for 0.01% of the portfolio, ranked #680.

Beacon Pointe Advisors first reported a position in MCO in Q2 2021 and has held it in 21 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Beacon Pointe Advisors held 5,761 shares of Moody's worth $2.61M as of Q2 2026.
  • Beacon Pointe Advisors sold 140 Moody's shares in Q2 2026, an estimated $62.9K.
  • Moody's made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #680 holding.
  • Beacon Pointe Advisors first reported a position in Moody's in Q2 2021 and has held it in 21 quarters since.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.