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Fogel Capital Management’s Moody's MCO Stock Holding History

Fogel Capital Management’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 		$6.03M Buy
13,316
+255
+2% +$115K 2.42% 11
2026
Q1 		$5.7M Buy
13,061
+1,686
+15% +$798K 2.61% 12
2025
Q4 		$5.81M Buy
11,375
+205
+2% +$100K 2.68% 12
2025
Q3 		$5.32M Buy
11,170
+95
+0.9% +$47.9K 2.46% 14
2025
Q2 		$5.56M Buy
11,075
+355
+3% +$164K 2.96% 11
2025
Q1 		$4.99M Sell
10,720
-45
-0.4% -$21.7K 2.69% 13
2024
Q4 		$5.1M Sell
10,765
-35
-0.3% -$16.7K 2.56% 12
2024
Q3 		$5.13M Sell
10,800
-525
-5% -$243K 2.64% 14
2024
Q2 		$4.77M Buy
11,325
+175
+2% +$69.6K 2.54% 13
2024
Q1 		$4.24M Buy
11,150
+40
+0.4% +$15.4K 2.5% 13
2023
Q4 		$4.42M Buy
+11,110
New +$3.86M 3.38% 10

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

Fogel Capital Management's MCO Position: Q2 2026 in Review

Fogel Capital Management increased its Moody's (MCO) stake by 2% in Q2 2026, buying an estimated $115K and bringing the position to 13,316 shares worth $6.03M. The position accounts for 2.42% of the portfolio, ranked #11.

Fogel Capital Management first reported a position in MCO in Q4 2023 and has held it in 11 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Fogel Capital Management held 13,316 shares of Moody's worth $6.03M as of Q2 2026.
  • Fogel Capital Management bought 255 Moody's shares in Q2 2026, an estimated $115K.
  • Moody's made up 2.42% of Fogel Capital Management's portfolio in Q2 2026, its #11 holding.
  • Fogel Capital Management first reported a position in Moody's in Q4 2023 and has held it in 11 quarters since.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Fogel Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.