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Legacy Financial Advisors’s Moody's MCO Stock Holding History

Legacy Financial 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 		$536K Buy
1,183
+61
+5% +$27.4K 0.07% 235
2026
Q1 		$489K Buy
1,122
+178
+19% +$84.2K 0.07% 242
2025
Q4 		$482K Sell
944
-31
-3% -$15.1K 0.07% 220
2025
Q3 		$465K Sell
975
-2
-0.2% -$1.01K 0.06% 240
2025
Q2 		$490K Sell
977
-25
-2% -$11.6K 0.08% 206
2025
Q1 		$467K Buy
1,002
+140
+16% +$67.5K 0.08% 203
2024
Q4 		$408K Buy
862
+13
+2% +$6.2K 0.07% 228
2024
Q3 		$403K Buy
849
+20
+2% +$9.27K 0.07% 229
2024
Q2 		$349K Sell
829
-11
-1% -$4.38K 0.06% 232
2024
Q1 		$330K Hold
840
– – 0.06% 236
2023
Q4 		$328K Buy
840
+42
+5% +$14.6K 0.06% 219
2023
Q3 		$252K Buy
798
+40
+5% +$13.6K 0.05% 220
2023
Q2 		$263K Buy
758
+11
+1% +$3.49K 0.05% 211
2023
Q1 		$229K Buy
+747
New +$226K 0.05% 224
2022
Q1 		– Sell
-580
Closed -$227K – 246
2021
Q4 		$227K Buy
+580
New +$224K 0.05% 185
2019
Q2 		– Sell
-339
Closed -$61K – 588
2019
Q1 		$61K Buy
339
+32
+10% +$5.26K 0.02% 244
2018
Q4 		$43K Buy
307
+7
+2% +$1.06K 0.02% 267
2018
Q3 		$50K Hold
300
– – 0.02% 249
2018
Q2 		$55K Sell
300
-369
-55% -$62.5K 0.02% 238
2018
Q1 		$108K Sell
669
-122
-15% -$19.8K 0.04% 158
2017
Q4 		$116K Buy
+791
New +$116K 0.05% 166

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

Legacy Financial Advisors's MCO Position: Q2 2026 in Review

Legacy Financial Advisors increased its Moody's (MCO) stake by 5.4% in Q2 2026, buying an estimated $27.4K and bringing the position to 1,183 shares worth $536K. The position accounts for 0.07% of the portfolio, ranked #235.

Legacy Financial Advisors first reported a position in MCO in Q4 2017 and has held it in 21 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Legacy Financial Advisors held 1,183 shares of Moody's worth $536K as of Q2 2026.
  • Legacy Financial Advisors bought 61 Moody's shares in Q2 2026, an estimated $27.4K.
  • Moody's made up 0.07% of Legacy Financial Advisors's portfolio in Q2 2026, its #235 holding.
  • Legacy Financial Advisors first reported a position in Moody's in Q4 2017 and has held it in 21 quarters since.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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