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Great Valley Advisor Group’s Moody's MCO Stock Holding History

Great Valley Advisor 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
2026
Q2 		$1.36M Buy
3,004
+2,173
+261% +$976K 0.02% 484
2026
Q1 		$363K Buy
831
+12
+1% +$5.68K 0.01% 764
2025
Q4 		$418K Sell
819
-28
-3% -$13.7K 0.01% 680
2025
Q3 		$404K Hold
847
– – 0.01% 684
2025
Q2 		$425K Buy
847
+2
+0.2% +$926 0.01% 651
2025
Q1 		$393K Sell
845
-34
-4% -$16.4K 0.01% 649
2024
Q4 		$416K Sell
879
-2
-0.2% -$955 0.01% 612
2024
Q3 		$418K Sell
881
-43
-5% -$19.9K 0.01% 605
2024
Q2 		$389K Buy
924
+15
+2% +$5.97K 0.01% 594
2024
Q1 		$357K Buy
909
+52
+6% +$20.1K 0.01% 564
2023
Q4 		$335K Buy
857
+152
+22% +$52.8K 0.01% 551
2023
Q3 		$223K Buy
705
+88
+14% +$29.9K 0.01% 608
2023
Q2 		$215K Buy
+617
New +$196K 0.01% 644

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 $3.38T AUM 44.17% 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

Great Valley Advisor Group's MCO Position: Q2 2026 in Review

Great Valley Advisor Group increased its Moody's (MCO) stake by 261% in Q2 2026, buying an estimated $976K and bringing the position to 3,004 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #484.

Great Valley Advisor Group first reported a position in MCO in Q2 2023 and has held it in 13 quarters since. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Great Valley Advisor Group held 3,004 shares of Moody's worth $1.36M as of Q2 2026.
  • Great Valley Advisor Group bought 2,173 Moody's shares in Q2 2026, an estimated $976K.
  • Moody's made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #484 holding.
  • Great Valley Advisor Group first reported a position in Moody's in Q2 2023 and has held it in 13 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.