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Concurrent Investment Advisors’s Moody's MCO Stock Holding History

Concurrent Investment 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 		$671K Buy
1,481
+91
+7% +$40.9K 0.01% 1231
2026
Q1 		$606K Sell
1,390
-515
-27% -$244K 0.01% 1118
2025
Q4 		$973K Sell
1,905
-1,507
-44% -$735K 0.01% 846
2025
Q3 		$1.63M Sell
3,412
-7
-0.2% -$3.53K 0.03% 516
2025
Q2 		$1.71M Buy
3,419
+137
+4% +$63.5K 0.03% 467
2025
Q1 		$1.53M Buy
3,282
+2,440
+290% +$1.18M 0.04% 425
2024
Q4 		$399K Sell
842
-58
-6% -$27.7K 0.01% 739
2024
Q3 		$427K Sell
900
-92
-9% -$42.6K 0.01% 671
2024
Q2 		$418K Sell
992
-282
-22% -$112K 0.01% 647
2024
Q1 		$501K Sell
1,274
-56
-4% -$21.6K 0.02% 552
2023
Q4 		$519K Buy
+1,330
New +$462K 0.02% 489

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's MCO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Moody's (MCO) stake by 6.5% in Q2 2026, buying an estimated $40.9K and bringing the position to 1,481 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #1231.

Concurrent Investment Advisors first reported a position in MCO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q2 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Concurrent Investment Advisors held 1,481 shares of Moody's worth $671K as of Q2 2026.
  • Concurrent Investment Advisors bought 91 Moody's shares in Q2 2026, an estimated $40.9K.
  • Moody's made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1231 holding.
  • Concurrent Investment Advisors first reported a position in Moody's in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Moody's position peaked at $1.71M in Q2 2025.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.