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GHE LLC’s Moody's MCO Stock Holding History

GHE LLC’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 		$6.26M Buy
13,821
+220
+2% +$98.8K 2.36% 4
2026
Q1 		$5.93M Sell
13,601
-2,399
-15% -$1.13M 2.47% 4
2025
Q4 		$8.17M Buy
16,000
+2,000
+14% +$976K 2.71% 2
2025
Q3 		$6.67M Sell
14,000
-295
-2% -$149K 2.69% 4
2025
Q2 		$7.17M Sell
14,295
-2,050
-13% -$950K 3.21% 4
2025
Q1 		$7.61M Sell
16,345
-217
-1% -$105K 3.44% 4
2024
Q4 		$7.84M Buy
16,562
+231
+1% +$110K 3.11% 3
2024
Q3 		$7.78M Sell
16,331
-61
-0.4% -$28.3K 2.91% 3
2024
Q2 		$6.9M Sell
16,392
-24
-0.1% -$9.55K 2.77% 3
2024
Q1 		$6.45M Buy
16,416
+219
+1% +$84.4K 2.98% 4
2023
Q4 		$6.33M Buy
16,197
+3
+0% +$1.04K 3.83% 3
2023
Q3 		$5.12M Buy
16,194
+22
+0.1% +$7.48K 3.47% 4
2023
Q2 		$5.62M Sell
16,172
-22
-0.1% -$6.97K 3.77% 3
2023
Q1 		$4.96M Sell
16,194
-218
-1% -$65.9K 3.9% 4
2022
Q4 		$4.57M Sell
16,412
-91
-0.6% -$24.9K 4.3% 4
2022
Q3 		$4.01M Buy
16,503
+6,254
+61% +$1.82M 4.26% 4
2022
Q2 		$3.46M Sell
10,249
-4,207
-29% -$1.26M 3.78% 5
2022
Q1 		$4.88M Buy
14,456
+596
+4% +$200K 4.07% 4
2021
Q4 		$5.41M Buy
+13,860
New +$5.35M 4.16% 5

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

GHE LLC's MCO Position: Q2 2026 in Review

GHE LLC increased its Moody's (MCO) stake by 1.6% in Q2 2026, buying an estimated $98.8K and bringing the position to 13,821 shares worth $6.26M. The position accounts for 2.36% of the portfolio, ranked #4.

GHE LLC first reported a position in MCO in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.17M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • GHE LLC held 13,821 shares of Moody's worth $6.26M as of Q2 2026.
  • GHE LLC bought 220 Moody's shares in Q2 2026, an estimated $98.8K.
  • Moody's made up 2.36% of GHE LLC's portfolio in Q2 2026, its #4 holding.
  • GHE LLC first reported a position in Moody's in Q4 2021 and has held it in 19 quarters since.
  • GHE LLC's Moody's position peaked at $8.17M in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on GHE LLC's 13F filing for Q2 2026, filed 30 Jul 2026.