Cetera Investment Advisers
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Cetera Investment Advisers’s Moody's MCO Stock Holding History

Cetera Investment Advisers’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 		$14M Sell
30,959
-578
-2% -$260K 0.01% 946
2026
Q1 		$13.8M Sell
31,537
-937
-3% -$443K 0.01% 882
2025
Q4 		$16.6M Sell
32,474
-5,027
-13% -$2.45M 0.02% 746
2025
Q3 		$17.9M Buy
37,501
+4,385
+13% +$2.21M 0.02% 693
2025
Q2 		$16.6M Buy
33,116
+4,691
+17% +$2.17M 0.03% 593
2025
Q1 		$13.2M Buy
28,425
+6,081
+27% +$2.93M 0.03% 631
2024
Q4 		$10.6M Buy
22,344
+1,598
+8% +$763K 0.02% 685
2024
Q3 		$9.85M Buy
20,746
+1,933
+10% +$896K 0.02% 698
2024
Q2 		$7.92M Buy
18,813
+60
+0.3% +$23.9K 0.02% 772
2024
Q1 		$7.37M Buy
18,753
+12,588
+204% +$4.85M 0.02% 792
2023
Q4 		$2.41M Buy
6,165
+21
+0.3% +$7.3K 0.02% 713
2023
Q3 		$1.94M Sell
6,144
-270
-4% -$91.8K 0.02% 766
2023
Q2 		$2.23M Buy
6,414
+442
+7% +$140K 0.02% 719
2023
Q1 		$1.83M Sell
5,972
-936
-14% -$283K 0.02% 779
2022
Q4 		$1.92M Buy
6,908
+2,706
+64% +$740K 0.02% 730
2022
Q3 		$1.02M Sell
4,202
-158
-4% -$45.9K 0.02% 701
2022
Q2 		$1.19M Sell
4,360
-429
-9% -$128K 0.02% 724
2022
Q1 		$1.62M Buy
4,789
+31
+0.7% +$10.4K 0.02% 637
2021
Q4 		$1.86M Buy
4,758
+157
+3% +$60.6K 0.03% 579
2021
Q3 		$1.63M Sell
4,601
-81
-2% -$30.5K 0.03% 592
2021
Q2 		$1.7M Buy
4,682
+814
+21% +$271K 0.03% 570
2021
Q1 		$1.16M Sell
3,868
-778
-17% -$219K 0.02% 611
2020
Q4 		$1.35M Buy
4,646
+3,323
+251% +$929K 0.03% 567
2020
Q3 		$383K Buy
1,323
+345
+35% +$98.5K 0.03% 441
2020
Q2 		$269K Buy
+978
New +$248K 0.02% 500

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

Cetera Investment Advisers's MCO Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Moody's (MCO) stake by 1.8% in Q2 2026, selling an estimated $260K and leaving 30,959 shares worth $14M. The position accounts for 0.01% of the portfolio, ranked #946.

Cetera Investment Advisers first reported a position in MCO in Q2 2020 and has held it in 25 quarters since. The position peaked at $17.9M in Q3 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Cetera Investment Advisers held 30,959 shares of Moody's worth $14M as of Q2 2026.
  • Cetera Investment Advisers sold 578 Moody's shares in Q2 2026, an estimated $260K.
  • Moody's made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #946 holding.
  • Cetera Investment Advisers first reported a position in Moody's in Q2 2020 and has held it in 25 quarters since.
  • Cetera Investment Advisers's Moody's position peaked at $17.9M in Q3 2025.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.