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Independent Advisor Alliance’s Moody's MCO Stock Holding History

Independent Advisor Alliance’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 		$1.23M Buy
2,706
+146
+6% +$65.6K 0.03% 406
2026
Q1 		$1.12M Sell
2,560
-76
-3% -$36K 0.01% 775
2025
Q4 		$1.35M Sell
2,636
-159
-6% -$77.6K 0.03% 393
2025
Q3 		$1.33M Sell
2,795
-226
-7% -$114K 0.03% 378
2025
Q2 		$1.52M Sell
3,021
-28
-0.9% -$13K 0.04% 333
2025
Q1 		$1.42M Sell
3,049
-406
-12% -$196K 0.05% 307
2024
Q4 		$1.64M Buy
3,455
+455
+15% +$217K 0.02% 571
2024
Q3 		$1.42M Buy
3,000
+475
+19% +$220K 0.05% 270
2024
Q2 		$1.06M Buy
2,525
+50
+2% +$19.9K 0.04% 313
2024
Q1 		$973K Buy
2,475
+474
+24% +$183K 0.04% 326
2023
Q4 		$782K Sell
2,001
-396
-17% -$138K 0.03% 345
2023
Q3 		$758K Buy
2,397
+11
+0.5% +$3.74K 0.03% 336
2023
Q2 		$830K Buy
2,386
+37
+2% +$11.7K 0.04% 327
2023
Q1 		$719K Buy
+2,349
New +$710K 0.03% 345

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

Independent Advisor Alliance's MCO Position: Q2 2026 in Review

Independent Advisor Alliance increased its Moody's (MCO) stake by 5.7% in Q2 2026, buying an estimated $65.6K and bringing the position to 2,706 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #406.

Independent Advisor Alliance first reported a position in MCO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.64M in Q4 2024. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Independent Advisor Alliance held 2,706 shares of Moody's worth $1.23M as of Q2 2026.
  • Independent Advisor Alliance bought 146 Moody's shares in Q2 2026, an estimated $65.6K.
  • Moody's made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #406 holding.
  • Independent Advisor Alliance first reported a position in Moody's in Q1 2023 and has held it in 14 quarters since.
  • Independent Advisor Alliance's Moody's position peaked at $1.64M in Q4 2024.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.