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Pacific Excel Wealth Advisors’s Moody's MCO Stock Holding History

Pacific Excel 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 		$469K Buy
+1,036
New +$465K 0.18% 104

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

Pacific Excel Wealth Advisors's MCO Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Moody's (MCO) in Q2 2026: 1,036 shares worth $469K. The stake represents 0.18% of the portfolio and ranks #104 among its holdings.

1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Pacific Excel Wealth Advisors held 1,036 shares of Moody's worth $469K as of Q2 2026.
  • Moody's was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • Moody's made up 0.18% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.