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Clearstead Advisors’s Moody's MCO Stock Holding History

Clearstead Advisors’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 		$2.98M Buy
6,576
+1,880
+40% +$844K 0.03% 322
2026
Q1 		$2.05M Sell
4,696
-1,071
-19% -$507K 0.02% 361
2025
Q4 		$2.95M Buy
5,767
+284
+5% +$139K 0.04% 271
2025
Q3 		$2.61M Buy
5,483
+9
+0.2% +$4.54K 0.03% 280
2025
Q2 		$2.75M Buy
5,474
+232
+4% +$107K 0.04% 268
2025
Q1 		$2.44M Buy
5,242
+1,529
+41% +$737K 0.04% 267
2024
Q4 		$1.76M Sell
3,713
-55
-1% -$26.2K 0.03% 313
2024
Q3 		$1.79M Buy
3,768
+27
+0.7% +$12.5K 0.03% 316
2024
Q2 		$1.57M Buy
3,741
+777
+26% +$309K 0.03% 308
2024
Q1 		$1.18M Buy
2,964
+79
+3% +$30.5K 0.06% 205
2023
Q4 		$1.13M Buy
2,885
+27
+0.9% +$9.38K 0.06% 212
2023
Q3 		$904K Hold
2,858
– – 0.06% 212
2023
Q2 		$994K Sell
2,858
-7
-0.2% -$2.22K 0.06% 204
2023
Q1 		$877K Buy
2,865
+2,810
+5,109% +$849K 0.06% 187
2022
Q4 		$15.3K Buy
55
+25
+83% +$6.84K ﹤0.01% 843
2022
Q3 		$7K Sell
30
-5
-14% -$1.45K ﹤0.01% 933
2022
Q2 		$10K Buy
35
+14
+67% +$4.19K ﹤0.01% 921
2022
Q1 		$7K Buy
+21
New +$7.06K ﹤0.01% 1037
2021
Q4 		– Sell
-21
Closed -$7K – 1372
2021
Q3 		$7K Buy
+21
New +$7.91K ﹤0.01% 988

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

Clearstead Advisors's MCO Position: Q2 2026 in Review

Clearstead Advisors increased its Moody's (MCO) stake by 40% in Q2 2026, buying an estimated $844K and bringing the position to 6,576 shares worth $2.98M. The position accounts for 0.03% of the portfolio, ranked #322.

Clearstead Advisors first reported a position in MCO in Q3 2021 and has held it in 19 quarters since. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Clearstead Advisors held 6,576 shares of Moody's worth $2.98M as of Q2 2026.
  • Clearstead Advisors bought 1,880 Moody's shares in Q2 2026, an estimated $844K.
  • Moody's made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #322 holding.
  • Clearstead Advisors first reported a position in Moody's in Q3 2021 and has held it in 19 quarters since.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.