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CX Institutional’s Moody's MCO Stock Holding History

CX Institutional’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 		$519K Buy
1,145
+38
+3% +$17.1K 0.02% 468
2026
Q1 		$483K Sell
1,107
-140
-11% -$66.2K 0.01% 468
2025
Q4 		$637K Buy
1,247
+26
+2% +$12.7K 0.02% 361
2025
Q3 		$582K Sell
1,221
-14
-1% -$7.06K 0.02% 395
2025
Q2 		$620K Buy
1,235
+159
+15% +$73.6K 0.02% 332
2025
Q1 		$501K Sell
1,076
-37
-3% -$17.8K 0.02% 359
2024
Q4 		$527K Buy
1,113
+25
+2% +$11.9K 0.02% 337
2024
Q3 		$516K Buy
1,088
+4
+0.4% +$1.85K 0.02% 365
2024
Q2 		$456K Sell
1,084
-11
-1% -$4.38K 0.02% 381
2024
Q1 		$430K Sell
1,095
-16
-1% -$6.17K 0.02% 383
2023
Q4 		$434K Sell
1,111
-30
-3% -$10.4K 0.02% 344
2023
Q3 		$361K Sell
1,141
-8
-0.7% -$2.72K 0.02% 366
2023
Q2 		$400K Buy
1,149
+254
+28% +$80.5K 0.02% 375
2023
Q1 		$273K Buy
895
+165
+23% +$49.9K 0.01% 426
2022
Q4 		$203K Buy
+730
New +$200K 0.01% 496
2022
Q3 		– Sell
-168
Closed -$46K – 868
2022
Q2 		$46K Buy
+168
New +$50.3K ﹤0.01% 692
2021
Q4 		– Sell
-1,358
Closed -$482K – 691
2021
Q3 		$482K Sell
1,358
-4,967
-79% -$1.87M 0.04% 266
2021
Q2 		$2.29M Sell
6,325
-264
-4% -$87.9K 0.19% 133
2021
Q1 		$1.97M Buy
6,589
+6,347
+2,623% +$1.79M 0.18% 148
2020
Q4 		$70K Buy
242
+79
+48% +$22.1K 0.01% 399
2020
Q3 		$47K Buy
163
+41
+34% +$11.7K 0.01% 391
2020
Q2 		$34K Buy
122
+72
+144% +$18.3K ﹤0.01% 373
2020
Q1 		$11K Sell
50
-2
-4% -$486 ﹤0.01% 442
2019
Q4 		$12K Hold
52
– – ﹤0.01% 413
2019
Q3 		$11K Buy
52
+4
+8% +$838 ﹤0.01% 453
2019
Q2 		$9K Buy
48
+7
+17% +$1.33K ﹤0.01% 506
2019
Q1 		$7K Buy
+41
New +$6.74K ﹤0.01% 496

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

CX Institutional's MCO Position: Q2 2026 in Review

CX Institutional increased its Moody's (MCO) stake by 3.4% in Q2 2026, buying an estimated $17.1K and bringing the position to 1,145 shares worth $519K. The position accounts for 0.02% of the portfolio, ranked #468.

CX Institutional first reported a position in MCO in Q1 2019 and has held it in 27 quarters since. The position peaked at $2.29M in Q2 2021. 1,406 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • CX Institutional held 1,145 shares of Moody's worth $519K as of Q2 2026.
  • CX Institutional bought 38 Moody's shares in Q2 2026, an estimated $17.1K.
  • Moody's made up 0.02% of CX Institutional's portfolio in Q2 2026, its #468 holding.
  • CX Institutional first reported a position in Moody's in Q1 2019 and has held it in 27 quarters since.
  • CX Institutional's Moody's position peaked at $2.29M in Q2 2021.
  • 1,406 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.