CBIZ Investment Advisory Services’s Moody's MCO Stock Holding History

CBIZ Investment Advisory Services’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	$2.62K	Hold	6	–	–	﹤0.01%	305
2026 Q1	$2.62K	Sell	6 -15	-71%	-$7.1K	﹤0.01%	305
2025 Q4	$10.7K	Sell	21 -7	-25%	-$3.42K	﹤0.01%	373
2025 Q3	$13.3K	Buy	28 +6	+27%	+$3.02K	﹤0.01%	308
2025 Q2	$11K	Buy	22 +14	+175%	+$6.49K	﹤0.01%	340
2025 Q1	$3.73K	Buy	+8	New	+$3.85K	﹤0.01%	420
2020 Q1	–	Hold	0	–	–	–	146

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CBIZ Investment Advisory Services's MCO Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Moody's (MCO) position steady in Q2 2026 at 6 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

CBIZ Investment Advisory Services first reported a position in MCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.3K in Q3 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

CBIZ Investment Advisory Services held 6 shares of Moody's worth $2.62K as of Q2 2026.
CBIZ Investment Advisory Services left its Moody's share count unchanged in Q2 2026.
Moody's made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #305 holding.
CBIZ Investment Advisory Services first reported a position in Moody's in Q1 2025 and has held it in 6 quarters since.
CBIZ Investment Advisory Services's Moody's position peaked at $13.3K in Q3 2025.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.