Cozad Asset Management’s Moody's MCO Stock Holding History

Cozad Asset Management’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	$240K	Sell	530 -200	-27%	-$89.8K	0.02%	414
2026 Q1	$318K	Sell	730 -40	-5%	-$18.9K	0.03%	350
2025 Q4	$393K	Sell	770 -100	-11%	-$48.8K	0.03%	321
2025 Q3	$415K	Sell	870 -50	-5%	-$25.2K	0.03%	321
2025 Q2	$461K	Sell	920 -150	-14%	-$69.5K	0.04%	296
2025 Q1	$498K	Hold	1,070	–	–	0.05%	274
2024 Q4	$507K	Hold	1,070	–	–	0.05%	267
2024 Q3	$508K	Sell	1,070 -10	-0.9%	-$4.63K	0.05%	264
2024 Q2	$455K	Sell	1,080 -400	-27%	-$159K	0.05%	271
2024 Q1	$582K	Hold	1,480	–	–	0.06%	238
2023 Q4	$578K	Sell	1,480 -400	-21%	-$139K	0.07%	233
2023 Q3	$594K	Sell	1,880 -320	-15%	-$109K	0.08%	220
2023 Q2	$765K	Sell	2,200 -120	-5%	-$38K	0.1%	196
2023 Q1	$710K	Sell	2,320 -100	-4%	-$30.2K	0.09%	200
2022 Q4	$674K	Sell	2,420 -420	-15%	-$115K	0.09%	207
2022 Q3	$690K	Buy	2,840 +1,810	+176%	+$526K	0.11%	183
2022 Q2	$280K	Buy	1,030 +250	+32%	+$74.8K	0.04%	293
2022 Q1	$263K	Hold	780	–	–	0.04%	316
2021 Q4	$305K	Hold	780	–	–	0.04%	277
2021 Q3	$277K	Hold	780	–	–	0.04%	282
2021 Q2	$283K	Sell	780 -200	-20%	-$66.6K	0.04%	282
2021 Q1	$293K	Sell	980 -145	-13%	-$40.8K	0.05%	282
2020 Q4	$327K	Hold	1,125	–	–	0.06%	246
2020 Q3	$326K	Hold	1,125	–	–	0.06%	240
2020 Q2	$309K	Hold	1,125	–	–	0.06%	241
2020 Q1	$238K	Hold	1,125	–	–	0.08%	183
2019 Q4	$267K	Hold	1,125	–	–	0.07%	209
2019 Q3	$230K	Hold	1,125	–	–	0.07%	220
2019 Q2	$220K	Hold	1,125	–	–	0.06%	221
2019 Q1	$204K	Buy	+1,125	New	+$185K	0.06%	228

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 $3.37T AUM 44.26% 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

Cozad Asset Management's MCO Position: Q2 2026 in Review

Cozad Asset Management reduced its Moody's (MCO) stake by 27% in Q2 2026, selling an estimated $89.8K and leaving 530 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #414.

Cozad Asset Management first reported a position in MCO in Q1 2019 and has held it in 30 quarters since. The position peaked at $765K in Q2 2023. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Cozad Asset Management held 530 shares of Moody's worth $240K as of Q2 2026.
Cozad Asset Management sold 200 Moody's shares in Q2 2026, an estimated $89.8K.
Moody's made up 0.02% of Cozad Asset Management's portfolio in Q2 2026, its #414 holding.
Cozad Asset Management first reported a position in Moody's in Q1 2019 and has held it in 30 quarters since.
Cozad Asset Management's Moody's position peaked at $765K in Q2 2023.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Cozad Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.