HCR Wealth Advisors’s Moody's MCO Stock Holding History

HCR Wealth Advisors’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	$326K	Sell	719 -17	-2%	-$7.63K	0.03%	202
2026 Q1	$321K	Buy	736 +7	+1%	+$3.31K	0.03%	193
2025 Q4	$372K	Buy	729 +27	+4%	+$13.2K	0.04%	181
2025 Q3	$338K	Hold	702	–	–	0.04%	185
2025 Q2	$352K	Hold	702	–	–	0.04%	171
2025 Q1	$327K	Buy	702 +100	+17%	+$48.2K	0.04%	173
2024 Q4	$285K	Buy	602 +2	+0.3%	+$955	0.04%	183
2024 Q3	$285K	Hold	600	–	–	0.04%	183
2024 Q2	$253K	Hold	600	–	–	0.04%	190
2024 Q1	$236K	Hold	600	–	–	0.04%	197
2023 Q4	$234K	Buy	+600	New	+$209K	0.04%	179
2023 Q3	–	Sell	-612	Closed	-$213K	–	182
2023 Q2	$213K	Sell	612 -100	-14%	-$31.7K	0.04%	163
2023 Q1	$218K	Sell	712 -100	-12%	-$30.2K	0.04%	159
2022 Q4	$226K	Buy	+812	New	+$222K	0.05%	155
2022 Q2	–	Sell	-612	Closed	-$206K	–	189
2022 Q1	$206K	Hold	612	–	–	0.03%	181
2021 Q4	$239K	Hold	612	–	–	0.04%	177
2021 Q3	$217K	Hold	612	–	–	0.04%	183
2021 Q2	$222K	Buy	+612	New	+$204K	0.04%	178

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

HCR Wealth Advisors's MCO Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Moody's (MCO) stake by 2.3% in Q2 2026, selling an estimated $7.63K and leaving 719 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #202.

HCR Wealth Advisors first reported a position in MCO in Q2 2021 and has held it in 18 quarters since. The position peaked at $372K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

HCR Wealth Advisors held 719 shares of Moody's worth $326K as of Q2 2026.
HCR Wealth Advisors sold 17 Moody's shares in Q2 2026, an estimated $7.63K.
Moody's made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #202 holding.
HCR Wealth Advisors first reported a position in Moody's in Q2 2021 and has held it in 18 quarters since.
HCR Wealth Advisors's Moody's position peaked at $372K in Q4 2025.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.