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Klingman & Associates’s Moody's MCO Stock Holding History

Klingman & Associates’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 		$254K Buy
561
+34
+6% +$15.3K 0.01% 296
2026
Q1 		$230K Buy
527
+39
+8% +$18.4K 0.01% 307
2025
Q4 		$249K Buy
488
+17
+4% +$8.29K 0.01% 285
2025
Q3 		$224K Buy
471
+18
+4% +$9.07K 0.01% 297
2025
Q2 		$227K Buy
+453
New +$210K 0.01% 283

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

Klingman & Associates's MCO Position: Q2 2026 in Review

Klingman & Associates increased its Moody's (MCO) stake by 6.5% in Q2 2026, buying an estimated $15.3K and bringing the position to 561 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #296.

Klingman & Associates first reported a position in MCO in Q2 2025 and has held it in 5 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Klingman & Associates held 561 shares of Moody's worth $254K as of Q2 2026.
  • Klingman & Associates bought 34 Moody's shares in Q2 2026, an estimated $15.3K.
  • Moody's made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #296 holding.
  • Klingman & Associates first reported a position in Moody's in Q2 2025 and has held it in 5 quarters since.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.