Cerity Partners
MCO icon

Cerity Partners’s Moody's MCO Stock Holding History

Cerity Partners’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 		$28.4M Buy
62,645
+8,548
+16% +$3.84M 0.03% 377
2026
Q1 		$23.6M Buy
54,097
+13,772
+34% +$6.51M 0.03% 397
2025
Q4 		$20.6M Buy
40,325
+463
+1% +$226K 0.03% 414
2025
Q3 		$19M Buy
39,862
+442
+1% +$223K 0.03% 393
2025
Q2 		$19.8M Sell
39,420
-3,647
-8% -$1.69M 0.04% 367
2025
Q1 		$20.1M Sell
43,067
-983
-2% -$474K 0.04% 331
2024
Q4 		$20.9M Buy
44,050
+3,968
+10% +$1.89M 0.05% 306
2024
Q3 		$19M Buy
40,082
+1,075
+3% +$498K 0.04% 326
2024
Q2 		$16.4M Sell
39,007
-22,677
-37% -$9.02M 0.04% 309
2024
Q1 		$23.9M Buy
61,684
+35,639
+137% +$13.7M 0.06% 263
2023
Q4 		$10.2M Sell
26,045
-388
-1% -$135K 0.03% 370
2023
Q3 		$8.36M Buy
26,433
+312
+1% +$106K 0.04% 325
2023
Q2 		$9.08M Buy
26,121
+944
+4% +$299K 0.04% 359
2023
Q1 		$8.26M Buy
25,177
+20,745
+468% +$6.27M 0.02% 386
2022
Q4 		$1.23M Buy
4,432
+2,085
+89% +$570K 0.01% 645
2022
Q3 		$571K Buy
2,347
+2
+0.1% +$581 0.01% 662
2022
Q2 		$637K Buy
2,345
+795
+51% +$238K 0.01% 670
2022
Q1 		$523K Sell
1,550
-404
-21% -$136K 0.01% 586
2021
Q4 		$766K Buy
1,954
+648
+50% +$250K 0.01% 486
2021
Q3 		$464K Sell
1,306
-36
-3% -$13.6K 0.01% 480
2021
Q2 		$486K Buy
1,342
+131
+11% +$43.6K 0.01% 476
2021
Q1 		$362K Hold
1,211
– – 0.01% 506
2020
Q4 		$351K Buy
1,211
+104
+9% +$29.1K 0.01% 483
2020
Q3 		$321K Sell
1,107
-6
-0.5% -$1.71K 0.01% 390
2020
Q2 		$305K Buy
1,113
+6
+0.5% +$1.52K 0.02% 353
2020
Q1 		$234K Buy
1,107
+3
+0.3% +$729 0.01% 391
2019
Q4 		$262K Buy
+1,104
New +$245K 0.01% 450

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

Cerity Partners's MCO Position: Q2 2026 in Review

Cerity Partners increased its Moody's (MCO) stake by 16% in Q2 2026, buying an estimated $3.84M and bringing the position to 62,645 shares worth $28.4M. The position accounts for 0.03% of the portfolio, ranked #377.

Cerity Partners first reported a position in MCO in Q4 2019 and has held it in 27 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Cerity Partners held 62,645 shares of Moody's worth $28.4M as of Q2 2026.
  • Cerity Partners bought 8,548 Moody's shares in Q2 2026, an estimated $3.84M.
  • Moody's made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #377 holding.
  • Cerity Partners first reported a position in Moody's in Q4 2019 and has held it in 27 quarters since.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.