HighTower Advisors’s Moody's MCO Stock Holding History

HighTower 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
2021 Q4	–	Sell	-200	Closed	-$1K	–	3401
2021 Q3	$1K	Buy	+200	New	+$75.4K	﹤0.01%	3134

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 $3.38T AUM 44.17% 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

HighTower Advisors's MCO Position: Q2 2026 in Review

HighTower Advisors reduced its Moody's (MCO) stake by 12% in Q2 2026, selling an estimated $12.1M and leaving 200,594 shares worth $90.9M. The position accounts for 0.09% of the portfolio, ranked #229.

HighTower Advisors first reported a position in MCO in Q3 2015 and has held it in 44 quarters since. The position peaked at $135M in Q3 2024. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

HighTower Advisors held 200,594 shares of Moody's worth $90.9M as of Q2 2026.
HighTower Advisors sold 26,869 Moody's shares in Q2 2026, an estimated $12.1M.
Moody's made up 0.09% of HighTower Advisors's portfolio in Q2 2026, its #229 holding.
HighTower Advisors first reported a position in Moody's in Q3 2015 and has held it in 44 quarters since.
HighTower Advisors's Moody's position peaked at $135M in Q3 2024.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.