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Bell Asset Management’s Moody's MCO Stock Holding History

Bell 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 		$2.44M Buy
5,381
+97
+2% +$43.6K 0.65% 62
2026
Q1 		$2.31M Sell
5,284
-119
-2% -$56.3K 0.68% 57
2025
Q4 		$2.78M Buy
5,403
+35
+0.7% +$17.1K 0.74% 58
2025
Q3 		$2.56M Sell
5,368
-1,667
-24% -$840K 0.7% 59
2025
Q2 		$3.53M Sell
7,035
-1,950
-22% -$903K 0.78% 58
2025
Q1 		$4.18M Buy
8,985
+2,014
+29% +$970K 0.77% 60
2024
Q4 		$3.3M Sell
6,971
-84
-1% -$40.1K 0.6% 63
2024
Q3 		$3.35M Sell
7,055
-7,772
-52% -$3.6M 0.61% 62
2024
Q2 		$6.24M Sell
14,827
-105
-0.7% -$41.8K 0.88% 55
2024
Q1 		$5.87M Sell
14,932
-45
-0.3% -$17.4K 0.86% 57
2023
Q4 		$5.85M Sell
14,977
-2,464
-14% -$856K 0.89% 60
2023
Q3 		$5.51M Buy
17,441
+1,521
+10% +$517K 0.91% 57
2023
Q2 		$5.54M Sell
15,920
-2,126
-12% -$674K 0.95% 58
2023
Q1 		$5.52M Sell
18,046
-111
-0.6% -$33.5K 1.01% 53
2022
Q4 		$5.06M Sell
18,157
-2,135
-11% -$584K 0.95% 54
2022
Q3 		$4.93M Sell
20,292
-3,114
-13% -$905K 1% 52
2022
Q2 		$6.37M Buy
23,406
+525
+2% +$157K 1.26% 42
2022
Q1 		$7.72M Buy
22,881
+2,326
+11% +$782K 1.33% 38
2021
Q4 		$8.03M Buy
20,555
+111
+0.5% +$42.8K 1.29% 40
2021
Q3 		$7.26M Sell
20,444
-3,645
-15% -$1.37M 1.24% 40
2021
Q2 		$8.73M Sell
24,089
-128
-0.5% -$42.6K 1.71% 20
2021
Q1 		$7.23M Buy
24,217
+1,123
+5% +$316K 1.55% 25
2020
Q4 		$6.7M Buy
23,094
+6,115
+36% +$1.71M 1.47% 32
2020
Q3 		$4.92M Buy
16,979
+208
+1% +$59.4K 1.22% 43
2020
Q2 		$4.61M Sell
16,771
-13
-0.1% -$3.3K 1.25% 44
2020
Q1 		$3.55M Buy
+16,784
New +$4.08M 1.11% 51

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

Bell Asset Management's MCO Position: Q2 2026 in Review

Bell Asset Management increased its Moody's (MCO) stake by 1.8% in Q2 2026, buying an estimated $43.6K and bringing the position to 5,381 shares worth $2.44M. The position accounts for 0.65% of the portfolio, ranked #62.

Bell Asset Management first reported a position in MCO in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.73M in Q2 2021. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Bell Asset Management held 5,381 shares of Moody's worth $2.44M as of Q2 2026.
  • Bell Asset Management bought 97 Moody's shares in Q2 2026, an estimated $43.6K.
  • Moody's made up 0.65% of Bell Asset Management's portfolio in Q2 2026, its #62 holding.
  • Bell Asset Management first reported a position in Moody's in Q1 2020 and has held it in 26 quarters since.
  • Bell Asset Management's Moody's position peaked at $8.73M in Q2 2021.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Bell Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.