Financial Consulate’s Moody's MCO Stock Holding History

Financial Consulate’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	$248K	Sell	548 -31	-5%	-$13.9K	0.03%	137
2026 Q1	$252K	Sell	579 -185	-24%	-$87.5K	0.03%	128
2025 Q4	$390K	Sell	764 -152	-17%	-$74.2K	0.05%	101
2025 Q3	$436K	Buy	+916	New	+$462K	0.06%	102
2023 Q2	–	Sell	-1,362	Closed	-$417K	–	86
2023 Q1	$417K	Buy	1,362 +266	+24%	+$80.4K	0.15%	83
2022 Q4	$305K	Buy	1,096 +28	+3%	+$7.66K	0.11%	104
2022 Q3	$260K	Buy	+1,068	New	+$310K	0.11%	98
2022 Q1	–	Sell	-544	Closed	-$213K	–	140
2021 Q4	$213K	Buy	+544	New	+$210K	0.07%	132
2021 Q3	–	Sell	-582	Closed	-$211K	–	136
2021 Q2	$211K	Buy	+582	New	+$194K	0.08%	123

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

Financial Consulate's MCO Position: Q2 2026 in Review

Financial Consulate reduced its Moody's (MCO) stake by 5.4% in Q2 2026, selling an estimated $13.9K and leaving 548 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #137.

Financial Consulate first reported a position in MCO in Q2 2021 and has held it in 9 quarters since. The position peaked at $436K in Q3 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Financial Consulate held 548 shares of Moody's worth $248K as of Q2 2026.
Financial Consulate sold 31 Moody's shares in Q2 2026, an estimated $13.9K.
Moody's made up 0.03% of Financial Consulate's portfolio in Q2 2026, its #137 holding.
Financial Consulate first reported a position in Moody's in Q2 2021 and has held it in 9 quarters since.
Financial Consulate's Moody's position peaked at $436K in Q3 2025.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.