Mayfair Advisory Group’s Moody's MCO Stock Holding History

Mayfair Advisory 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	$552K	Sell	1,171 -1	-0.1%	-$449	0.17%	93
2026 Q1	$511K	Buy	1,172 +1	+0.1%	+$473	0.18%	91
2025 Q4	$584K	Sell	1,171 -57	-5%	-$27.8K	0.23%	81
2025 Q3	$585K	Buy	1,228 +1	+0.1%	+$504	0.25%	79
2025 Q2	$632K	Buy	1,227 +3	+0.2%	+$1.39K	0.3%	67
2025 Q1	$570K	Buy	1,224 +173	+16%	+$83.4K	0.33%	64
2024 Q4	$497K	Buy	1,051 +1	+0.1%	+$477	0.29%	69
2024 Q3	$484K	Sell	1,050 -5	-0.5%	-$2.32K	0.31%	64
2024 Q2	$471K	Hold	1,055	–	–	0.32%	63
2024 Q1	$415K	Buy	1,055 +5	+0.5%	+$1.93K	0.3%	70
2023 Q4	$401K	Hold	1,050	–	–	0.34%	62
2023 Q3	$338K	Hold	1,050	–	–	0.33%	67
2023 Q2	$357K	Buy	1,050 +350	+50%	+$111K	0.36%	68
2023 Q1	$212K	Hold	700	–	–	0.23%	108
2022 Q4	$204K	Buy	+700	New	+$191K	0.26%	109
2022 Q3	–	Sell	-700	Closed	-$217K	–	119
2022 Q2	$217K	Hold	700	–	–	0.29%	107
2022 Q1	$238K	Hold	700	–	–	0.31%	90
2021 Q4	$264K	Hold	700	–	–	0.35%	70
2021 Q3	$245K	Hold	700	–	–	0.38%	77
2021 Q2	$254K	Hold	700	–	–	0.4%	73
2021 Q1	$214K	Hold	700	–	–	0.38%	79
2020 Q4	$203K	Buy	+700	New	+$196K	0.4%	81

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 $3.37T AUM 44.26% 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

Mayfair Advisory Group's MCO Position: Q2 2026 in Review

Mayfair Advisory Group reduced its Moody's (MCO) stake by 0.09% in Q2 2026, selling an estimated $449 and leaving 1,171 shares worth $552K. The position accounts for 0.17% of the portfolio, ranked #93.

Mayfair Advisory Group first reported a position in MCO in Q4 2020 and has held it in 22 quarters since. The position peaked at $632K in Q2 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Mayfair Advisory Group held 1,171 shares of Moody's worth $552K as of Q2 2026.
Mayfair Advisory Group sold 1 Moody's share in Q2 2026, an estimated $449.
Moody's made up 0.17% of Mayfair Advisory Group's portfolio in Q2 2026, its #93 holding.
Mayfair Advisory Group first reported a position in Moody's in Q4 2020 and has held it in 22 quarters since.
Mayfair Advisory Group's Moody's position peaked at $632K in Q2 2025.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.