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Essex Financial Services’s Moody's MCO Stock Holding History

Essex Financial Services’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 		$313K Buy
691
+59
+9% +$26.5K 0.02% 639
2026
Q1 		$276K Buy
632
+28
+5% +$13.2K 0.02% 640
2025
Q4 		$309K Buy
604
+94
+18% +$45.9K 0.02% 591
2025
Q3 		$243K Sell
510
-78
-13% -$39.3K 0.01% 637
2025
Q2 		$295K Sell
588
-16
-3% -$7.41K 0.02% 553
2025
Q1 		$281K Sell
604
-1
-0.2% -$482 0.02% 509
2024
Q4 		$286K Sell
605
-4
-0.7% -$1.91K 0.02% 505
2024
Q3 		$285K Buy
609
+24
+4% +$11.1K 0.02% 511
2024
Q2 		$269K Buy
585
+31
+6% +$12.3K 0.02% 514
2024
Q1 		$218K Buy
+554
New +$214K 0.02% 493

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

Essex Financial Services's MCO Position: Q2 2026 in Review

Essex Financial Services increased its Moody's (MCO) stake by 9.3% in Q2 2026, buying an estimated $26.5K and bringing the position to 691 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #639.

Essex Financial Services first reported a position in MCO in Q1 2024 and has held it in 10 quarters since. 1,416 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Essex Financial Services held 691 shares of Moody's worth $313K as of Q2 2026.
  • Essex Financial Services bought 59 Moody's shares in Q2 2026, an estimated $26.5K.
  • Moody's made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #639 holding.
  • Essex Financial Services first reported a position in Moody's in Q1 2024 and has held it in 10 quarters since.
  • 1,416 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.