Moss Adams Wealth Advisors’s Moody's MCO Stock Holding History

Moss Adams Wealth 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	–	Sell	-508	Closed	-$222K	–	318
2026 Q1	$222K	Buy	+508	New	+$240K	0.02%	250

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

Moss Adams Wealth Advisors's MCO Position: Q2 2026 in Review

Moss Adams Wealth Advisors sold out of Moody's (MCO) in Q2 2026, closing a stake of 508 shares — an estimated $222K sold.

Moss Adams Wealth Advisors first reported a position in MCO in Q1 2026 and held it in 1 quarter. The position peaked at $222K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Moss Adams Wealth Advisors reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
Moss Adams Wealth Advisors sold 508 Moody's shares in Q2 2026, an estimated $222K.
Moss Adams Wealth Advisors first reported a position in Moody's in Q1 2026 and held it in 1 quarter.
Moss Adams Wealth Advisors's Moody's position peaked at $222K in Q1 2026.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.