SACKS & ASSOCIATES, LLC’s Moody's MCO Stock Holding History

SACKS & ASSOCIATES, 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	$3.43M	Hold	7,160	–	–	2.31%	14
2026 Q1	$3.12M	Hold	7,160	–	–	2.32%	16
2025 Q4	$3.66M	Buy	+7,160	New	+$3.49M	2.69%	14

Other funds holding MCO

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's MCO Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC held its Moody's (MCO) position steady in Q2 2026 at 7,160 shares worth $3.43M. The position accounts for 2.31% of the portfolio, ranked #14.

SACKS & ASSOCIATES, LLC first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.66M in Q4 2025. 715 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

SACKS & ASSOCIATES, LLC held 7,160 shares of Moody's worth $3.43M as of Q2 2026.
SACKS & ASSOCIATES, LLC left its Moody's share count unchanged in Q2 2026.
Moody's made up 2.31% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #14 holding.
SACKS & ASSOCIATES, LLC first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
SACKS & ASSOCIATES, LLC's Moody's position peaked at $3.66M in Q4 2025.
715 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.