Empower Advisory Group
MCO icon

Empower Advisory Group’s Moody's MCO Stock Holding History

Empower Advisory Group’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 		$648K Buy
1,430
+5
+0.4% +$2.25K ﹤0.01% 307
2026
Q1 		$622K Buy
1,425
+395
+38% +$187K ﹤0.01% 296
2025
Q4 		$526K Sell
1,030
-144
-12% -$70.3K ﹤0.01% 334
2025
Q3 		$559K Sell
1,174
-24
-2% -$12.1K ﹤0.01% 323
2025
Q2 		$601K Sell
1,198
-71
-6% -$32.9K ﹤0.01% 301
2025
Q1 		$591K Sell
1,269
-11
-0.9% -$5.3K ﹤0.01% 296
2024
Q4 		$606K Buy
1,280
+76
+6% +$36.3K ﹤0.01% 298
2024
Q3 		$571K Sell
1,204
-334
-22% -$155K ﹤0.01% 297
2024
Q2 		$647K Sell
1,538
-7
-0.5% -$2.79K ﹤0.01% 271
2024
Q1 		$607K Buy
1,545
+16
+1% +$6.17K ﹤0.01% 280
2023
Q4 		$597K Sell
1,529
-2
-0.1% -$695 ﹤0.01% 283
2023
Q3 		$484K Sell
1,531
-1
-0.1% -$340 ﹤0.01% 299
2023
Q2 		$533K Sell
1,532
-9
-0.6% -$2.85K ﹤0.01% 300
2023
Q1 		$469K Buy
+1,541
New +$466K ﹤0.01% 313

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

Empower Advisory Group's MCO Position: Q2 2026 in Review

Empower Advisory Group increased its Moody's (MCO) stake by 0.35% in Q2 2026, buying an estimated $2.25K and bringing the position to 1,430 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Empower Advisory Group first reported a position in MCO in Q1 2023 and has held it in 14 quarters since. 1,412 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Empower Advisory Group held 1,430 shares of Moody's worth $648K as of Q2 2026.
  • Empower Advisory Group bought 5 Moody's shares in Q2 2026, an estimated $2.25K.
  • Moody's made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #307 holding.
  • Empower Advisory Group first reported a position in Moody's in Q1 2023 and has held it in 14 quarters since.
  • 1,412 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.