MA
MCO icon

Montag & Associates’s Moody's MCO Stock Holding History

Montag & Associates’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 		$79.3K Hold
175
– – ﹤0.01% 534
2026
Q1 		$76.3K Buy
+175
New +$82.8K ﹤0.01% 533
2025
Q4 		– Sell
-3
Closed -$1.49K – 1077
2025
Q3 		$1.49K Sell
3
-2
-40% -$1.01K ﹤0.01% 959
2025
Q2 		$2.3K Sell
5
-248
-98% -$115K ﹤0.01% 843
2025
Q1 		$118K Buy
253
+192
+315% +$92.5K 0.01% 482
2024
Q4 		$29.1K Sell
61
-89
-59% -$42.5K ﹤0.01% 677
2024
Q3 		$71.4K Buy
150
+145
+2,900% +$67.2K ﹤0.01% 551
2024
Q2 		$2.26K Hold
5
– – ﹤0.01% 866
2024
Q1 		$2.11K Buy
+5
New +$1.93K ﹤0.01% 864

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

Montag & Associates's MCO Position: Q2 2026 in Review

Montag & Associates held its Moody's (MCO) position steady in Q2 2026 at 175 shares worth $79.3K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Montag & Associates first reported a position in MCO in Q1 2024 and has held it in 9 quarters since. The position peaked at $118K in Q1 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Montag & Associates held 175 shares of Moody's worth $79.3K as of Q2 2026.
  • Montag & Associates left its Moody's share count unchanged in Q2 2026.
  • Moody's made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #534 holding.
  • Montag & Associates first reported a position in Moody's in Q1 2024 and has held it in 9 quarters since.
  • Montag & Associates's Moody's position peaked at $118K in Q1 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.