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Bell Investment Advisors’s Moody's MCO Stock Holding History

Bell Investment 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 		$60.7K Sell
134
-19
-12% -$8.53K 0.01% 245
2026
Q1 		$66.7K Buy
153
+21
+16% +$9.93K 0.01% 213
2025
Q4 		$67.4K Sell
132
-3
-2% -$1.46K 0.01% 211
2025
Q3 		$64.3K Buy
135
+1
+0.7% +$504 0.01% 209
2025
Q2 		$67.2K Buy
134
+2
+2% +$926 0.01% 204
2025
Q1 		$61.5K Hold
132
– – 0.01% 194
2024
Q4 		$62.5K Hold
132
– – 0.01% 194
2024
Q3 		$62.6K Buy
132
+1
+0.8% +$463 0.01% 195
2024
Q2 		$55.1K Hold
131
– – 0.01% 204
2024
Q1 		$51.5K Hold
131
– – 0.01% 204
2023
Q4 		$51.2K Buy
131
+6
+5% +$2.08K 0.01% 192
2023
Q3 		$39.5K Sell
125
-11
-8% -$3.74K 0.01% 201
2023
Q2 		$47.3K Hold
136
– – 0.01% 173
2023
Q1 		$41.6K Hold
136
– – 0.01% 189
2022
Q4 		$37.9K Buy
136
+14
+11% +$3.83K 0.01% 202
2022
Q3 		$30K Buy
122
+8
+7% +$2.32K 0.01% 192
2022
Q2 		$31K Buy
+114
New +$34.1K 0.01% 190
2021
Q4 		$54K Buy
139
+12
+9% +$4.63K 0.01% 153
2021
Q3 		$45K Buy
+127
New +$47.9K 0.01% 159

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 $3.38T AUM 44.17% 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 Investment Advisors's MCO Position: Q2 2026 in Review

Bell Investment Advisors reduced its Moody's (MCO) stake by 12% in Q2 2026, selling an estimated $8.53K and leaving 134 shares worth $60.7K. The position accounts for 0.01% of the portfolio, ranked #245.

Bell Investment Advisors first reported a position in MCO in Q3 2021 and has held it in 19 quarters since. The position peaked at $67.4K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Bell Investment Advisors held 134 shares of Moody's worth $60.7K as of Q2 2026.
  • Bell Investment Advisors sold 19 Moody's shares in Q2 2026, an estimated $8.53K.
  • Moody's made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #245 holding.
  • Bell Investment Advisors first reported a position in Moody's in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Moody's position peaked at $67.4K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.