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

Cypress 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	$289K	Hold	639	–	–	0.06%	100
2026 Q1	$279K	Hold	639	–	–	0.06%	98
2025 Q4	$326K	Sell	639 -8	-1%	-$3.9K	0.07%	93
2025 Q3	$308K	Sell	647 -4	-0.6%	-$2.02K	0.07%	95
2025 Q2	$327K	Buy	651 +25	+4%	+$11.6K	0.08%	97
2025 Q1	$292K	Buy	626 +91	+17%	+$43.8K	0.08%	100
2024 Q4	$253K	Sell	535 -5	-0.9%	-$2.39K	0.06%	102
2024 Q3	$256K	Hold	540	–	–	0.06%	99
2024 Q2	$227K	Hold	540	–	–	0.06%	100
2024 Q1	$212K	Hold	540	–	–	0.06%	108
2023 Q4	$211K	Buy	+540	New	+$188K	0.06%	111
2022 Q2	–	Sell	-805	Closed	-$272K	–	129
2022 Q1	$272K	Hold	805	–	–	0.08%	119
2021 Q4	$314K	Sell	805 -5	-0.6%	-$1.93K	0.07%	122
2021 Q3	$288K	Hold	810	–	–	0.07%	123
2021 Q2	$294K	Hold	810	–	–	0.08%	125
2021 Q1	$242K	Buy	810 +25	+3%	+$7.04K	0.07%	131
2020 Q4	$228K	Sell	785 -450	-36%	-$126K	0.06%	137
2020 Q3	$358K	Buy	+1,235	New	+$353K	0.11%	111
2018 Q4	–	Sell	-8,420	Closed	-$1.41M	–	164
2018 Q3	$1.41M	Buy	8,420 +1,285	+18%	+$226K	0.41%	71
2018 Q2	$1.22M	Buy	+7,135	New	+$1.21M	0.36%	81

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Cypress Asset Management held its Moody's (MCO) position steady in Q2 2026 at 639 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #100.

Cypress Asset Management first reported a position in MCO in Q2 2018 and has held it in 20 quarters since. The position peaked at $1.41M in Q3 2018. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Cypress Asset Management held 639 shares of Moody's worth $289K as of Q2 2026.
Cypress Asset Management left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.06% of Cypress Asset Management's portfolio in Q2 2026, its #100 holding.
Cypress Asset Management first reported a position in Moody's in Q2 2018 and has held it in 20 quarters since.
Cypress Asset Management's Moody's position peaked at $1.41M in Q3 2018.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Cypress Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.