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Fiduciary Alliance’s Moody's MCO Stock Holding History

Fiduciary Alliance’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 		$615K Sell
1,358
-149
-10% -$66.9K 0.04% 332
2026
Q1 		$673K Sell
1,507
-10,685
-88% -$5.05M 0.04% 322
2025
Q4 		$6.23M Sell
12,192
-351
-3% -$171K 0.41% 61
2025
Q3 		$5.98M Sell
12,543
-802
-6% -$404K 0.4% 64
2025
Q2 		$6.69M Sell
13,345
-1,508
-10% -$698K 0.5% 53
2025
Q1 		$6.92M Buy
14,853
+537
+4% +$259K 0.68% 34
2024
Q4 		$6.78M Buy
14,316
+3,510
+32% +$1.68M 0.69% 39
2024
Q3 		$5.13M Buy
10,806
+504
+5% +$234K 0.68% 42
2024
Q2 		$4.39M Buy
10,302
+472
+5% +$188K 0.71% 41
2024
Q1 		$3.87M Sell
9,830
-262
-3% -$101K 0.68% 42
2023
Q4 		$3.94M Buy
10,092
+83
+0.8% +$28.8K 0.78% 41
2023
Q3 		$3.16M Buy
10,009
+2,418
+32% +$822K 0.73% 41
2023
Q2 		$2.64M Buy
+7,591
New +$2.41M 0.57% 45

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

Fiduciary Alliance's MCO Position: Q2 2026 in Review

Fiduciary Alliance reduced its Moody's (MCO) stake by 9.9% in Q2 2026, selling an estimated $66.9K and leaving 1,358 shares worth $615K. The position accounts for 0.04% of the portfolio, ranked #332.

Fiduciary Alliance first reported a position in MCO in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.92M in Q1 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Fiduciary Alliance held 1,358 shares of Moody's worth $615K as of Q2 2026.
  • Fiduciary Alliance sold 149 Moody's shares in Q2 2026, an estimated $66.9K.
  • Moody's made up 0.04% of Fiduciary Alliance's portfolio in Q2 2026, its #332 holding.
  • Fiduciary Alliance first reported a position in Moody's in Q2 2023 and has held it in 13 quarters since.
  • Fiduciary Alliance's Moody's position peaked at $6.92M in Q1 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.