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Crewe Advisors’s Moody's MCO Stock Holding History

Crewe 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 		$1.79M Sell
3,957
-673
-15% -$302K 0.13% 68
2026
Q1 		$2.02M Sell
4,630
-478
-9% -$226K 0.17% 61
2025
Q4 		$2.61M Sell
5,108
-312
-6% -$152K 0.23% 48
2025
Q3 		$2.58M Sell
5,420
-602
-10% -$303K 0.25% 48
2025
Q2 		$3.02M Sell
6,022
-195
-3% -$90.3K 0.43% 35
2025
Q1 		$2.9M Sell
6,217
-208
-3% -$100K 0.41% 32
2024
Q4 		$3.04M Sell
6,425
-393
-6% -$188K 0.42% 32
2024
Q3 		$3.24M Buy
6,818
+12
+0.2% +$5.56K 0.38% 33
2024
Q2 		$2.86M Sell
6,806
-2,257
-25% -$898K 0.32% 41
2024
Q1 		$3.56M Buy
+9,063
New +$3.49M 0.42% 34
2023
Q3 		– Sell
-14,209
Closed -$4.94M – 788
2023
Q2 		$4.94M Sell
14,209
-946
-6% -$300K 0.69% 25
2023
Q1 		$4.64M Sell
15,155
-368
-2% -$111K 0.68% 25
2022
Q4 		$4.33M Sell
15,523
-104
-0.7% -$28.4K 0.69% 24
2022
Q3 		$3.8M Buy
15,627
+17
+0.1% +$4.94K 0.69% 22
2022
Q2 		$4.25M Buy
15,610
+175
+1% +$52.4K 0.94% 15
2022
Q1 		$5.21M Buy
15,435
+145
+0.9% +$48.8K 1.02% 15
2021
Q4 		$5.97M Buy
15,290
+15,274
+95,463% +$5.89M 1.21% 14
2021
Q3 		$6K Hold
16
– – ﹤0.01% 292
2021
Q2 		$6K Hold
16
– – ﹤0.01% 319
2021
Q1 		$5K Hold
16
– – ﹤0.01% 371
2020
Q4 		$5K Sell
16
-5
-24% -$1.4K ﹤0.01% 357
2020
Q3 		$6K Buy
+21
New +$5.99K ﹤0.01% 328

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

Crewe Advisors's MCO Position: Q2 2026 in Review

Crewe Advisors reduced its Moody's (MCO) stake by 15% in Q2 2026, selling an estimated $302K and leaving 3,957 shares worth $1.79M. The position accounts for 0.13% of the portfolio, ranked #68.

Crewe Advisors first reported a position in MCO in Q3 2020 and has held it in 22 quarters since. The position peaked at $5.97M in Q4 2021. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Crewe Advisors held 3,957 shares of Moody's worth $1.79M as of Q2 2026.
  • Crewe Advisors sold 673 Moody's shares in Q2 2026, an estimated $302K.
  • Moody's made up 0.13% of Crewe Advisors's portfolio in Q2 2026, its #68 holding.
  • Crewe Advisors first reported a position in Moody's in Q3 2020 and has held it in 22 quarters since.
  • Crewe Advisors's Moody's position peaked at $5.97M in Q4 2021.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.