Drake & Associates’s Moody's MCO Stock Holding History

Drake & Associates’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	$580K	Sell	1,280 -948	-43%	-$426K	0.1%	68
2026 Q1	$972K	Buy	+2,228	New	+$1.05M	0.19%	49

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

Drake & Associates's MCO Position: Q2 2026 in Review

Drake & Associates reduced its Moody's (MCO) stake by 43% in Q2 2026, selling an estimated $426K and leaving 1,280 shares worth $580K. The position accounts for 0.1% of the portfolio, ranked #68.

Drake & Associates first reported a position in MCO in Q1 2026 and has held it in 2 quarters since. The position peaked at $972K in Q1 2026. 1,397 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Drake & Associates held 1,280 shares of Moody's worth $580K as of Q2 2026.
Drake & Associates sold 948 Moody's shares in Q2 2026, an estimated $426K.
Moody's made up 0.1% of Drake & Associates's portfolio in Q2 2026, its #68 holding.
Drake & Associates first reported a position in Moody's in Q1 2026 and has held it in 2 quarters since.
Drake & Associates's Moody's position peaked at $972K in Q1 2026.
1,397 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.