HIA
MCO icon

Harbor Investment Advisory’s Moody's MCO Stock Holding History

Harbor Investment Advisory’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 		$906 Hold
2
– – ﹤0.01% 1240
2026
Q1 		$873 Sell
2
-16
-89% -$7.57K ﹤0.01% 1154
2025
Q4 		$9.2K Hold
18
– – ﹤0.01% 954
2025
Q3 		$8.58K Hold
18
– – ﹤0.01% 928
2025
Q2 		$9.03K Hold
18
– – ﹤0.01% 906
2025
Q1 		$8.38K Hold
18
– – ﹤0.01% 906
2024
Q4 		$8.52K Hold
18
– – ﹤0.01% 901
2024
Q3 		$8.54K Hold
18
– – ﹤0.01% 899
2024
Q2 		$7.58K Buy
18
+2
+13% +$796 ﹤0.01% 905
2024
Q1 		$6.29K Hold
16
– – ﹤0.01% 933
2023
Q4 		$6.25K Hold
16
– – ﹤0.01% 905
2023
Q3 		$5.06K Hold
16
– – ﹤0.01% 915
2023
Q2 		$5.56K Hold
16
– – ﹤0.01% 1116
2023
Q1 		$4.9K Hold
16
– – ﹤0.01% 1135
2022
Q4 		$4.46K Sell
16
-2
-11% -$547 ﹤0.01% 1123
2022
Q3 		$4K Sell
18
-1
-5% -$291 ﹤0.01% 1164
2022
Q2 		$5K Sell
19
-12
-39% -$3.59K ﹤0.01% 1147
2022
Q1 		$10K Buy
31
+26
+520% +$8.74K ﹤0.01% 1054
2021
Q4 		$2K Sell
5
-267
-98% -$103K ﹤0.01% 1230
2021
Q3 		$97K Buy
272
+67
+33% +$25.2K 0.01% 532
2021
Q2 		$74K Hold
205
– – 0.01% 589
2021
Q1 		$61K Hold
205
– – 0.01% 624
2020
Q4 		$59K Hold
205
– – 0.01% 588
2020
Q3 		$59K Hold
205
– – 0.01% 462
2020
Q2 		$56K Buy
205
+5
+3% +$1.27K 0.01% 424
2020
Q1 		$42K Hold
200
– – 0.01% 434
2019
Q4 		$47K Buy
+200
New +$44.4K 0.01% 418

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Harbor Investment Advisory's MCO Position: Q2 2026 in Review

Harbor Investment Advisory held its Moody's (MCO) position steady in Q2 2026 at 2 shares worth $906. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Harbor Investment Advisory first reported a position in MCO in Q4 2019 and has held it in 27 quarters since. The position peaked at $97K in Q3 2021. 324 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Harbor Investment Advisory held 2 shares of Moody's worth $906 as of Q2 2026.
  • Harbor Investment Advisory left its Moody's share count unchanged in Q2 2026.
  • Moody's made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1240 holding.
  • Harbor Investment Advisory first reported a position in Moody's in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Moody's position peaked at $97K in Q3 2021.
  • 324 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.