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Mount Yale Investment Advisors’s Moody's MCO Stock Holding History

Mount Yale 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 		$437K Sell
964
-159
-14% -$71.4K 0.01% 834
2026
Q1 		$490K Buy
1,123
+603
+116% +$285K 0.01% 727
2025
Q4 		$266K Sell
520
-294
-36% -$143K 0.01% 622
2025
Q3 		$388K Buy
814
+437
+116% +$220K 0.03% 462
2025
Q2 		$189K Buy
+377
New +$175K 0.01% 548

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

Mount Yale Investment Advisors's MCO Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Moody's (MCO) stake by 14% in Q2 2026, selling an estimated $71.4K and leaving 964 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #834.

Mount Yale Investment Advisors first reported a position in MCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $490K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Mount Yale Investment Advisors held 964 shares of Moody's worth $437K as of Q2 2026.
  • Mount Yale Investment Advisors sold 159 Moody's shares in Q2 2026, an estimated $71.4K.
  • Moody's made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #834 holding.
  • Mount Yale Investment Advisors first reported a position in Moody's in Q2 2025 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's Moody's position peaked at $490K in Q1 2026.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.