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Moneta Group Investment Advisors’s Moody's MCO Stock Holding History

Moneta Group Investment 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 		$465K Sell
1,026
-13
-1% -$5.84K ﹤0.01% 563
2026
Q1 		$453K Sell
1,039
-20
-2% -$9.46K ﹤0.01% 530
2025
Q4 		$541K Sell
1,059
-2
-0.2% -$976 ﹤0.01% 478
2025
Q3 		$506K Buy
1,061
+101
+11% +$50.9K ﹤0.01% 491
2025
Q2 		$482K Sell
960
-13
-1% -$6.02K 0.01% 446
2025
Q1 		$453K Buy
973
+30
+3% +$14.5K 0.01% 439
2024
Q4 		$446K Sell
943
-7
-0.7% -$3.34K 0.01% 428
2024
Q3 		$451K Buy
+950
New +$440K 0.01% 431
2024
Q1 		– Sell
-1,020
Closed -$398K – 622
2023
Q4 		$398K Sell
1,020
-28
-3% -$9.73K 0.01% 377
2023
Q3 		$331K Buy
1,048
+24
+2% +$8.16K 0.01% 383
2023
Q2 		$356K Buy
+1,024
New +$325K 0.01% 395
2018
Q3 		– Sell
-5,529
Closed -$943K – 311
2018
Q2 		$943K Buy
5,529
+64
+1% +$10.8K 0.11% 114
2018
Q1 		$882K Hold
5,465
– – 0.12% 86
2017
Q4 		$807K Sell
5,465
-2,000
-27% -$293K 0.12% 89
2017
Q3 		$1.04M Sell
7,465
-235
-3% -$30.9K 0.16% 64
2017
Q2 		$937K Hold
7,700
– – 0.15% 85
2017
Q1 		$863K Sell
7,700
-363
-5% -$38.9K 0.17% 58
2016
Q4 		$760K Buy
8,063
+363
+5% +$36.6K 0.16% 66
2016
Q3 		$834K Hold
7,700
– – 0.19% 50
2016
Q2 		$722K Hold
7,700
– – 0.16% 89
2016
Q1 		$744K Hold
7,700
– – 0.17% 81
2015
Q4 		$773K Hold
7,700
– – 0.19% 53
2015
Q3 		$756K Buy
+7,700
New +$819K 0.21% 51

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

Moneta Group Investment Advisors's MCO Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Moody's (MCO) stake by 1.3% in Q2 2026, selling an estimated $5.84K and leaving 1,026 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Moneta Group Investment Advisors first reported a position in MCO in Q3 2015 and has held it in 23 quarters since. The position peaked at $1.04M in Q3 2017. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Moneta Group Investment Advisors held 1,026 shares of Moody's worth $465K as of Q2 2026.
  • Moneta Group Investment Advisors sold 13 Moody's shares in Q2 2026, an estimated $5.84K.
  • Moody's made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #563 holding.
  • Moneta Group Investment Advisors first reported a position in Moody's in Q3 2015 and has held it in 23 quarters since.
  • Moneta Group Investment Advisors's Moody's position peaked at $1.04M in Q3 2017.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.