HFO
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Heritage Family Offices’s Moody's MCO Stock Holding History

Heritage Family Offices’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 		$469K Sell
1,036
-512
-33% -$230K 0.18% 104
2026
Q1 		$675K Sell
1,548
-775
-33% -$367K 0.3% 76
2025
Q4 		$1.19M Sell
2,323
-162
-7% -$79K 0.54% 44
2025
Q3 		$1.18M Buy
2,485
+4
+0.2% +$2.02K 0.55% 42
2025
Q2 		$1.14M Hold
2,481
– – 0.58% 36
2025
Q1 		$1.16M Buy
2,481
+18
+0.7% +$8.67K 0.59% 35
2024
Q4 		$1.17M Buy
2,463
+165
+7% +$78.7K 0.58% 36
2024
Q3 		$1.09M Sell
2,298
-1
-0% -$463 0.56% 38
2024
Q2 		$968K Buy
+2,299
New +$915K 0.54% 41

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

Heritage Family Offices's MCO Position: Q2 2026 in Review

Heritage Family Offices reduced its Moody's (MCO) stake by 33% in Q2 2026, selling an estimated $230K and leaving 1,036 shares worth $469K. The position accounts for 0.18% of the portfolio, ranked #104.

Heritage Family Offices first reported a position in MCO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Heritage Family Offices held 1,036 shares of Moody's worth $469K as of Q2 2026.
  • Heritage Family Offices sold 512 Moody's shares in Q2 2026, an estimated $230K.
  • Moody's made up 0.18% of Heritage Family Offices's portfolio in Q2 2026, its #104 holding.
  • Heritage Family Offices first reported a position in Moody's in Q2 2024 and has held it in 9 quarters since.
  • Heritage Family Offices's Moody's position peaked at $1.19M in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.