Morris Financial Concepts’s Moody's MCO Stock Holding History

Morris Financial Concepts’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	$267K	Hold	589	–	–	0.08%	123
2026 Q1	$257K	Hold	589	–	–	0.09%	118
2025 Q4	$301K	Sell	589 -16	-3%	-$7.81K	0.11%	101
2025 Q3	$288K	Hold	605	–	–	0.1%	106
2025 Q2	$303K	Hold	605	–	–	0.12%	99
2025 Q1	$282K	Hold	605	–	–	0.12%	103
2024 Q4	$286K	Hold	605	–	–	0.12%	100
2024 Q3	$287K	Hold	605	–	–	0.12%	91
2024 Q2	$255K	Sell	605 -125	-17%	-$49.7K	0.12%	92
2024 Q1	$287K	Hold	730	–	–	0.15%	82
2023 Q4	$285K	Hold	730	–	–	0.16%	77
2023 Q3	$231K	Sell	730 -1,035	-59%	-$352K	0.15%	77
2023 Q2	$614K	Hold	1,765	–	–	0.4%	39
2023 Q1	$540K	Hold	1,765	–	–	0.38%	40
2022 Q4	$492K	Hold	1,765	–	–	0.4%	45
2022 Q3	$429K	Hold	1,765	–	–	0.44%	35
2022 Q2	$480K	Hold	1,765	–	–	0.46%	38
2022 Q1	$596K	Hold	1,765	–	–	0.5%	32
2021 Q4	$689K	Buy	+1,765	New	+$681K	0.57%	27

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

Morris Financial Concepts's MCO Position: Q2 2026 in Review

Morris Financial Concepts held its Moody's (MCO) position steady in Q2 2026 at 589 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #123.

Morris Financial Concepts first reported a position in MCO in Q4 2021 and has held it in 19 quarters since. The position peaked at $689K in Q4 2021. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Morris Financial Concepts held 589 shares of Moody's worth $267K as of Q2 2026.
Morris Financial Concepts left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.08% of Morris Financial Concepts's portfolio in Q2 2026, its #123 holding.
Morris Financial Concepts first reported a position in Moody's in Q4 2021 and has held it in 19 quarters since.
Morris Financial Concepts's Moody's position peaked at $689K in Q4 2021.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.