CFO
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CVA Family Office’s Moody's MCO Stock Holding History

CVA Family Office’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 		$294K Buy
649
+23
+4% +$10.3K 0.03% 272
2026
Q1 		$273K Buy
626
+91
+17% +$43K 0.03% 265
2025
Q4 		$273K Buy
535
+11
+2% +$5.37K 0.03% 250
2025
Q3 		$250K Buy
524
+20
+4% +$10.1K 0.03% 252
2025
Q2 		$253K Buy
504
+6
+1% +$2.78K 0.04% 256
2025
Q1 		$232K Buy
498
+15
+3% +$7.23K 0.04% 261
2024
Q4 		$229K Buy
483
+19
+4% +$9.07K 0.04% 253
2024
Q3 		$220K Buy
464
+9
+2% +$4.17K 0.04% 245
2024
Q2 		$192K Buy
455
+4
+0.9% +$1.59K 0.03% 247
2024
Q1 		$177K Buy
451
+1
+0.2% +$386 0.03% 266
2023
Q4 		$176K Buy
+450
New +$156K 0.03% 254
2023
Q3 		– Sell
-360
Closed -$125K – 661
2023
Q2 		$125K Hold
360
– – 0.03% 278
2023
Q1 		$110K Buy
360
+30
+9% +$9.06K 0.02% 292
2022
Q4 		$91.9K Buy
330
+100
+43% +$27.4K 0.02% 300
2022
Q3 		$56K Buy
230
+25
+12% +$7.26K 0.02% 339
2022
Q2 		$56K Sell
205
-15
-7% -$4.49K 0.02% 343
2022
Q1 		$74K Sell
220
-75
-25% -$25.2K 0.02% 316
2021
Q4 		$115K Buy
+295
New +$114K 0.03% 228
2021
Q3 		– Sell
-295
Closed -$107K – 661
2021
Q2 		$107K Buy
295
+95
+48% +$31.6K 0.03% 233
2021
Q1 		$60K Buy
+200
New +$56.3K 0.02% 254

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

CVA Family Office's MCO Position: Q2 2026 in Review

CVA Family Office increased its Moody's (MCO) stake by 3.7% in Q2 2026, buying an estimated $10.3K and bringing the position to 649 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #272.

CVA Family Office first reported a position in MCO in Q1 2021 and has held it in 20 quarters since. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • CVA Family Office held 649 shares of Moody's worth $294K as of Q2 2026.
  • CVA Family Office bought 23 Moody's shares in Q2 2026, an estimated $10.3K.
  • Moody's made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #272 holding.
  • CVA Family Office first reported a position in Moody's in Q1 2021 and has held it in 20 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.