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Brinker Capital Investments’s Moody's MCO Stock Holding History

Brinker Capital Investments’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 		$2.47M Buy
5,450
+222
+4% +$99.7K 0.02% 681
2026
Q1 		$2.28M Sell
5,228
-625
-11% -$296K 0.02% 699
2025
Q4 		$2.99M Sell
5,853
-1,641
-22% -$801K 0.02% 646
2025
Q3 		$3.57M Buy
7,494
+58
+0.8% +$29.2K 0.03% 553
2025
Q2 		$3.73M Buy
7,436
+770
+12% +$357K 0.03% 498
2025
Q1 		$3.1M Buy
6,666
+135
+2% +$65K 0.03% 513
2024
Q4 		$3.09M Buy
6,531
+27
+0.4% +$12.9K 0.03% 496
2024
Q3 		$3.09M Buy
6,504
+45
+0.7% +$20.9K 0.03% 490
2024
Q2 		$2.72M Buy
6,459
+16
+0.2% +$6.37K 0.03% 512
2024
Q1 		$2.53M Sell
6,443
-168
-3% -$64.8K 0.03% 546
2023
Q4 		$2.48M Sell
6,611
-586
-8% -$204K 0.03% 536
2023
Q3 		$2.28M Sell
7,197
-195
-3% -$66.3K 0.03% 560
2023
Q2 		$2.57M Buy
7,392
+962
+15% +$305K 0.03% 536
2023
Q1 		$1.97M Buy
6,430
+1,165
+22% +$352K 0.02% 597
2022
Q4 		$1.47M Sell
5,265
-39
-0.7% -$10.7K 0.03% 595
2022
Q3 		$1.29M Buy
5,304
+161
+3% +$46.8K 0.03% 606
2022
Q2 		$1.4M Sell
5,143
-28
-0.5% -$8.38K 0.03% 623
2022
Q1 		$1.75M Buy
5,171
+11
+0.2% +$3.7K 0.03% 576
2021
Q4 		$2.02M Buy
5,160
+1,785
+53% +$688K 0.03% 572
2021
Q3 		$1.22M Hold
3,375
– – 0.02% 700
2021
Q2 		$1.22M Buy
3,375
+1,146
+51% +$381K 0.02% 753
2021
Q1 		$666K Sell
2,229
-2,075
-48% -$584K 0.01% 818
2020
Q4 		$1.25M Buy
4,304
+2,260
+111% +$632K 0.02% 646
2020
Q3 		$592K Buy
+2,044
New +$583K 0.01% 854
2019
Q3 		– Sell
-636
Closed -$124K – 874
2019
Q2 		$124K Buy
+636
New +$121K ﹤0.01% 453

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

Brinker Capital Investments's MCO Position: Q2 2026 in Review

Brinker Capital Investments increased its Moody's (MCO) stake by 4.2% in Q2 2026, buying an estimated $99.7K and bringing the position to 5,450 shares worth $2.47M. The position accounts for 0.02% of the portfolio, ranked #681.

Brinker Capital Investments first reported a position in MCO in Q2 2019 and has held it in 25 quarters since. The position peaked at $3.73M in Q2 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Brinker Capital Investments held 5,450 shares of Moody's worth $2.47M as of Q2 2026.
  • Brinker Capital Investments bought 222 Moody's shares in Q2 2026, an estimated $99.7K.
  • Moody's made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #681 holding.
  • Brinker Capital Investments first reported a position in Moody's in Q2 2019 and has held it in 25 quarters since.
  • Brinker Capital Investments's Moody's position peaked at $3.73M in Q2 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.