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

Cresset 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 		$2.7M Buy
5,972
+3,205
+116% +$1.44M 0.01% 583
2026
Q1 		$1.21M Sell
2,767
-681
-20% -$322K 0.01% 717
2025
Q4 		$1.76M Buy
3,448
+944
+38% +$461K 0.01% 606
2025
Q3 		$1.19M Buy
2,504
+52
+2% +$26.2K 0.01% 681
2025
Q2 		$1.23M Sell
2,452
-1,210
-33% -$560K 0.01% 631
2025
Q1 		$1.71M Sell
3,662
-1,611
-31% -$776K 0.01% 587
2024
Q4 		$2.5M Sell
5,273
-13,187
-71% -$6.29M 0.01% 490
2024
Q3 		$8.76M Buy
18,460
+379
+2% +$176K 0.03% 341
2024
Q2 		$7.61M Buy
18,081
+4,191
+30% +$1.67M 0.03% 344
2024
Q1 		$5.46M Buy
13,890
+2,213
+19% +$853K 0.03% 367
2023
Q4 		$4.56M Buy
11,677
+3,093
+36% +$1.07M 0.03% 361
2023
Q3 		$2.71M Sell
8,584
-664
-7% -$226K 0.01% 455
2023
Q2 		$3.22M Buy
9,248
+7,192
+350% +$2.28M ﹤0.01% 519
2023
Q1 		$629K Sell
2,056
-338
-14% -$102K 0.01% 433
2022
Q4 		$611K Sell
2,394
-672
-22% -$184K 0.01% 392
2022
Q3 		$745K Buy
3,066
+729
+31% +$212K 0.01% 419
2022
Q2 		$634K Sell
2,337
-1,668
-42% -$499K 0.01% 492
2022
Q1 		$1.35M Buy
4,005
+128
+3% +$43K 0.01% 333
2021
Q4 		$1.51M Buy
3,877
+378
+11% +$146K 0.01% 346
2021
Q3 		$1.24M Buy
3,499
+189
+6% +$71.2K 0.02% 331
2021
Q2 		$1.2M Buy
3,310
+432
+15% +$144K 0.02% 311
2021
Q1 		$860K Buy
2,878
+928
+48% +$261K 0.01% 335
2020
Q4 		$566K Sell
1,950
-164
-8% -$45.9K 0.01% 357
2020
Q3 		$613K Buy
2,114
+183
+9% +$52.2K 0.01% 339
2020
Q2 		$531K Sell
1,931
-364
-16% -$92.5K 0.01% 327
2020
Q1 		$485K Buy
+2,295
New +$558K 0.01% 293
2019
Q2 		– Sell
-176
Closed -$32K – 1173
2019
Q1 		$32K Buy
176
+97
+123% +$15.9K ﹤0.01% 910
2018
Q4 		$11K Buy
+79
New +$11.9K ﹤0.01% 839

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

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

Cresset Asset Management increased its Moody's (MCO) stake by 116% in Q2 2026, buying an estimated $1.44M and bringing the position to 5,972 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #583.

Cresset Asset Management first reported a position in MCO in Q4 2018 and has held it in 28 quarters since. The position peaked at $8.76M in Q3 2024. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Cresset Asset Management held 5,972 shares of Moody's worth $2.7M as of Q2 2026.
  • Cresset Asset Management bought 3,205 Moody's shares in Q2 2026, an estimated $1.44M.
  • Moody's made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #583 holding.
  • Cresset Asset Management first reported a position in Moody's in Q4 2018 and has held it in 28 quarters since.
  • Cresset Asset Management's Moody's position peaked at $8.76M in Q3 2024.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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