MONECO Advisors’s Moody's MCO Stock Holding History

MONECO 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	$473K	Buy	1,044 +57	+6%	+$25.6K	0.03%	376
2026 Q1	$431K	Buy	987 +443	+81%	+$210K	0.03%	332
2025 Q4	$278K	Sell	544 -11	-2%	-$5.37K	0.02%	419
2025 Q3	$264K	Buy	555 +60	+12%	+$30.2K	0.02%	423
2025 Q2	$248K	Hold	495	–	–	0.02%	416
2025 Q1	$231K	Sell	495 -40	-7%	-$19.3K	0.02%	416
2024 Q4	$253K	Buy	535 +76	+17%	+$36.3K	0.03%	402
2024 Q3	$218K	Buy	+459	New	+$213K	0.03%	406
2020 Q1	–	Sell	-3,200	Closed	-$824K	–	141
2019 Q4	$824K	Hold	3,200	–	–	0.59%	40
2019 Q3	$655K	Hold	3,200	–	–	0.51%	44
2019 Q2	$625K	Hold	3,200	–	–	0.5%	47
2019 Q1	$579K	Buy	+3,200	New	+$526K	0.47%	48

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

MONECO Advisors's MCO Position: Q2 2026 in Review

MONECO Advisors increased its Moody's (MCO) stake by 5.8% in Q2 2026, buying an estimated $25.6K and bringing the position to 1,044 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #376.

MONECO Advisors first reported a position in MCO in Q1 2019 and has held it in 12 quarters since. The position peaked at $824K in Q4 2019. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

MONECO Advisors held 1,044 shares of Moody's worth $473K as of Q2 2026.
MONECO Advisors bought 57 Moody's shares in Q2 2026, an estimated $25.6K.
Moody's made up 0.03% of MONECO Advisors's portfolio in Q2 2026, its #376 holding.
MONECO Advisors first reported a position in Moody's in Q1 2019 and has held it in 12 quarters since.
MONECO Advisors's Moody's position peaked at $824K in Q4 2019.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.