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Mather Group’s Moody's MCO Stock Holding History

Mather Group’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 		$550K Buy
1,214
+101
+9% +$45.4K ﹤0.01% 513
2026
Q1 		$486K Sell
1,113
-14
-1% -$6.62K ﹤0.01% 494
2025
Q4 		$576K Buy
1,127
+34
+3% +$16.6K 0.01% 378
2025
Q3 		$521K Sell
1,093
-14
-1% -$7.06K 0.01% 397
2025
Q2 		$555K Buy
1,107
+13
+1% +$6.02K 0.01% 375
2025
Q1 		$510K Sell
1,094
-269
-20% -$130K 0.01% 373
2024
Q4 		$645K Sell
1,363
-267
-16% -$127K 0.01% 302
2024
Q3 		$774K Sell
1,630
-177
-10% -$82K 0.01% 276
2024
Q2 		$710K Buy
1,807
+67
+4% +$26.7K 0.01% 336
2024
Q1 		$680K Buy
1,740
+3
+0.2% +$1.16K 0.01% 277
2023
Q4 		$678K Buy
1,737
+330
+23% +$115K 0.01% 286
2023
Q3 		$445K Buy
1,407
+170
+14% +$57.8K 0.01% 349
2023
Q2 		$430K Buy
+1,237
New +$392K 0.01% 375

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

Mather Group's MCO Position: Q2 2026 in Review

Mather Group increased its Moody's (MCO) stake by 9.1% in Q2 2026, buying an estimated $45.4K and bringing the position to 1,214 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Mather Group first reported a position in MCO in Q2 2023 and has held it in 13 quarters since. The position peaked at $774K in Q3 2024. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Mather Group held 1,214 shares of Moody's worth $550K as of Q2 2026.
  • Mather Group bought 101 Moody's shares in Q2 2026, an estimated $45.4K.
  • Moody's made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #513 holding.
  • Mather Group first reported a position in Moody's in Q2 2023 and has held it in 13 quarters since.
  • Mather Group's Moody's position peaked at $774K in Q3 2024.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.