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Crestwood Advisors Group’s Moody's MCO Stock Holding History

Crestwood Advisors Group’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 		$691K Buy
1,525
+157
+11% +$70.5K 0.01% 391
2026
Q1 		$597K Buy
1,368
+261
+24% +$123K 0.01% 380
2025
Q4 		$566K Buy
1,107
+164
+17% +$80K 0.01% 367
2025
Q3 		$449K Buy
943
+132
+16% +$66.5K 0.01% 382
2025
Q2 		$407K Buy
811
+172
+27% +$79.7K 0.01% 381
2025
Q1 		$298K Buy
639
+131
+26% +$63.1K 0.01% 426
2024
Q4 		$241K Buy
508
+67
+15% +$32K ﹤0.01% 422
2024
Q3 		$209K Sell
441
-175
-28% -$81.1K ﹤0.01% 425
2024
Q2 		$259K Buy
+616
New +$245K 0.01% 377
2017
Q2 		– Sell
-125
Closed -$15K – 324
2017
Q1 		$15K Buy
+125
New +$13.4K ﹤0.01% 401

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

Crestwood Advisors Group's MCO Position: Q2 2026 in Review

Crestwood Advisors Group increased its Moody's (MCO) stake by 11% in Q2 2026, buying an estimated $70.5K and bringing the position to 1,525 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #391.

Crestwood Advisors Group first reported a position in MCO in Q1 2017 and has held it in 10 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Crestwood Advisors Group held 1,525 shares of Moody's worth $691K as of Q2 2026.
  • Crestwood Advisors Group bought 157 Moody's shares in Q2 2026, an estimated $70.5K.
  • Moody's made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #391 holding.
  • Crestwood Advisors Group first reported a position in Moody's in Q1 2017 and has held it in 10 quarters since.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.