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McAdam LLC’s Moody's MCO Stock Holding History

McAdam LLC’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 		$207K Buy
+456
New +$205K 0.01% 480
2026
Q1 		– Sell
-395
Closed -$202K – 458
2025
Q4 		$202K Buy
+395
New +$193K 0.01% 405
2018
Q4 		– Sell
-21
Closed -$3K – 393
2018
Q3 		$3K Sell
21
-10
-32% -$1.76K ﹤0.01% 480
2018
Q2 		$5K Hold
31
– – ﹤0.01% 398
2018
Q1 		$5K Buy
+31
New +$5.02K ﹤0.01% 409

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

McAdam LLC's MCO Position: Q2 2026 in Review

McAdam LLC opened a new position in Moody's (MCO) in Q2 2026: 456 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #480 among its holdings. This is a return to the name: McAdam LLC previously reported a position in MCO as recently as Q4 2025.

McAdam LLC first reported a position in MCO in Q1 2018 and has held it in 5 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • McAdam LLC held 456 shares of Moody's worth $207K as of Q2 2026.
  • Moody's was a new McAdam LLC position in Q2 2026.
  • Moody's made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #480 holding.
  • McAdam LLC first reported a position in Moody's in Q1 2018 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 McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.