Fagan Associates’s Moody's MCO Stock Holding History

Fagan 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	$360K	Hold	795	–	–	0.04%	112
2026 Q1	$347K	Hold	795	–	–	0.05%	111
2025 Q4	$406K	Buy	+795	New	+$388K	0.05%	104

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

Fagan Associates's MCO Position: Q2 2026 in Review

Fagan Associates held its Moody's (MCO) position steady in Q2 2026 at 795 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #112.

Fagan Associates first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $406K in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Fagan Associates held 795 shares of Moody's worth $360K as of Q2 2026.
Fagan Associates left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.04% of Fagan Associates's portfolio in Q2 2026, its #112 holding.
Fagan Associates first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
Fagan Associates's Moody's position peaked at $406K in Q4 2025.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Fagan Associates's 13F filing for Q2 2026, filed 4 Aug 2026.