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Boston Family Office’s Moody's MCO Stock Holding History

Boston Family Office’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 		$659K Hold
1,454
– – 0.04% 200
2026
Q1 		$634K Buy
1,454
+783
+117% +$370K 0.04% 201
2025
Q4 		$343K Hold
671
– – 0.02% 244
2025
Q3 		$320K Sell
671
-25
-4% -$12.6K 0.02% 242
2025
Q2 		$349K Buy
696
+120
+21% +$55.6K 0.02% 229
2025
Q1 		$268K Hold
576
– – 0.02% 248
2024
Q4 		$273K Buy
576
+100
+21% +$47.7K 0.02% 242
2024
Q3 		$226K Hold
476
– – 0.02% 262
2024
Q2 		$200K Buy
+476
New +$189K 0.01% 261

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

Boston Family Office's MCO Position: Q2 2026 in Review

Boston Family Office held its Moody's (MCO) position steady in Q2 2026 at 1,454 shares worth $659K. The position accounts for 0.04% of the portfolio, ranked #200.

Boston Family Office first reported a position in MCO in Q2 2024 and has held it in 9 quarters since. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Boston Family Office held 1,454 shares of Moody's worth $659K as of Q2 2026.
  • Boston Family Office left its Moody's share count unchanged in Q2 2026.
  • Moody's made up 0.04% of Boston Family Office's portfolio in Q2 2026, its #200 holding.
  • Boston Family Office first reported a position in Moody's in Q2 2024 and has held it in 9 quarters since.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.