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Benjamin Edwards Inc’s Moody's MCO Stock Holding History

Benjamin Edwards Inc’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 		$5.94M Sell
13,105
-324
-2% -$146K 0.05% 317
2026
Q1 		$5.86M Buy
13,429
+329
+3% +$156K 0.06% 295
2025
Q4 		$6.69M Buy
13,100
+1,647
+14% +$804K 0.07% 253
2025
Q3 		$5.46M Buy
11,453
+594
+5% +$299K 0.06% 285
2025
Q2 		$5.45M Buy
10,859
+6,842
+170% +$3.17M 0.07% 258
2025
Q1 		$1.87M Buy
4,017
+428
+12% +$206K 0.03% 433
2024
Q4 		$1.7M Buy
3,589
+465
+15% +$222K 0.02% 472
2024
Q3 		$1.48M Buy
3,124
+3,053
+4,300% +$1.41M 0.02% 494
2024
Q2 		$30K Buy
71
+8
+13% +$3.18K 0.01% 551
2024
Q1 		$25K Buy
+63
New +$24.3K 0.01% 554

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

Benjamin Edwards Inc's MCO Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Moody's (MCO) stake by 2.4% in Q2 2026, selling an estimated $146K and leaving 13,105 shares worth $5.94M. The position accounts for 0.05% of the portfolio, ranked #317.

Benjamin Edwards Inc first reported a position in MCO in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.69M in Q4 2025. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Benjamin Edwards Inc held 13,105 shares of Moody's worth $5.94M as of Q2 2026.
  • Benjamin Edwards Inc sold 324 Moody's shares in Q2 2026, an estimated $146K.
  • Moody's made up 0.05% of Benjamin Edwards Inc's portfolio in Q2 2026, its #317 holding.
  • Benjamin Edwards Inc first reported a position in Moody's in Q1 2024 and has held it in 10 quarters since.
  • Benjamin Edwards Inc's Moody's position peaked at $6.69M in Q4 2025.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.