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Goelzer Investment Management’s Moody's MCO Stock Holding History

Goelzer Investment 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 		$872K Sell
1,926
-102
-5% -$45.8K 0.04% 188
2026
Q1 		$885K Buy
+2,028
New +$959K 0.04% 178

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

Goelzer Investment Management's MCO Position: Q2 2026 in Review

Goelzer Investment Management reduced its Moody's (MCO) stake by 5% in Q2 2026, selling an estimated $45.8K and leaving 1,926 shares worth $872K. The position accounts for 0.04% of the portfolio, ranked #188.

Goelzer Investment Management first reported a position in MCO in Q1 2026 and has held it in 2 quarters since. The position peaked at $885K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Goelzer Investment Management held 1,926 shares of Moody's worth $872K as of Q2 2026.
  • Goelzer Investment Management sold 102 Moody's shares in Q2 2026, an estimated $45.8K.
  • Moody's made up 0.04% of Goelzer Investment Management's portfolio in Q2 2026, its #188 holding.
  • Goelzer Investment Management first reported a position in Moody's in Q1 2026 and has held it in 2 quarters since.
  • Goelzer Investment Management's Moody's position peaked at $885K in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.