First Capital Advisors Group’s Moody's MCO Stock Holding History

First Capital Advisors 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
2023 Q2	$241K	Buy	+692	New	+$219K	0.13%	126
2018 Q2	–	Sell	-43	Closed	-$7K	–	526
2018 Q1	$7K	Buy	+43	New	+$6.96K	﹤0.01%	597

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Capital Advisors Group's MCO Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Moody's (MCO) in Q2 2023: 692 shares worth $241K. The stake represents 0.13% of the portfolio and ranks #126 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in MCO as recently as Q1 2018.

First Capital Advisors Group first reported a position in MCO in Q1 2018 and has held it in 2 quarters since. 1,023 funds tracked by Wall St. Rank hold MCO as of Q2 2023.

First Capital Advisors Group held 692 shares of Moody's worth $241K as of Q2 2023.
Moody's was a new First Capital Advisors Group position in Q2 2023.
Moody's made up 0.13% of First Capital Advisors Group's portfolio in Q2 2023, its #126 holding.
First Capital Advisors Group first reported a position in Moody's in Q1 2018 and has held it in 2 quarters since.
1,023 funds tracked by Wall St. Rank held Moody's as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.