Palisades Hudson Asset Management’s Moody's MCO Stock Holding History

Palisades Hudson Asset Management’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	$570K	Hold	1,258	–	–	0.2%	53
2026 Q1	$549K	Hold	1,258	–	–	0.21%	52
2025 Q4	$643K	Hold	1,258	–	–	0.25%	47
2025 Q3	$599K	Hold	1,258	–	–	0.22%	53
2025 Q2	$631K	Hold	1,258	–	–	0.25%	45
2025 Q1	$586K	Hold	1,258	–	–	0.27%	45
2024 Q4	$595K	Hold	1,258	–	–	0.25%	48
2024 Q3	$597K	Hold	1,258	–	–	0.25%	49
2024 Q2	$530K	Hold	1,258	–	–	0.24%	51
2024 Q1	$494K	Hold	1,258	–	–	0.23%	57
2023 Q4	$491K	Hold	1,258	–	–	0.24%	54
2023 Q3	$398K	Hold	1,258	–	–	0.22%	55
2023 Q2	$437K	Hold	1,258	–	–	0.23%	53
2023 Q1	$385K	Hold	1,258	–	–	0.21%	61
2022 Q4	$351K	Hold	1,258	–	–	0.19%	67
2022 Q3	$306K	Hold	1,258	–	–	0.19%	69
2022 Q2	$342K	Hold	1,258	–	–	0.19%	65
2022 Q1	$424K	Hold	1,258	–	–	0.2%	64
2021 Q4	$491K	Hold	1,258	–	–	0.21%	58
2021 Q3	$447K	Hold	1,258	–	–	0.2%	60
2021 Q2	$456K	Hold	1,258	–	–	0.2%	58
2021 Q1	$376K	Hold	1,258	–	–	0.18%	65
2020 Q4	$365K	Hold	1,258	–	–	0.19%	62
2020 Q3	$365K	Hold	1,258	–	–	0.24%	61
2020 Q2	$346K	Hold	1,258	–	–	0.24%	57
2020 Q1	$266K	Hold	1,258	–	–	0.23%	64
2019 Q4	$299K	Hold	1,258	–	–	0.19%	77
2019 Q3	$258K	Hold	1,258	–	–	0.18%	80
2019 Q2	$246K	Hold	1,258	–	–	0.17%	82
2019 Q1	$228K	Sell	1,258 -931	-43%	-$153K	0.15%	88
2018 Q4	$307K	Hold	2,189	–	–	0.18%	77
2018 Q3	$366K	Hold	2,189	–	–	0.19%	72
2018 Q2	$373K	Hold	2,189	–	–	0.2%	66
2018 Q1	$353K	Hold	2,189	–	–	0.19%	67
2017 Q4	$323K	Hold	2,189	–	–	0.18%	76
2017 Q3	$305K	Hold	2,189	–	–	0.17%	80
2017 Q2	$266K	Hold	2,189	–	–	0.16%	93
2017 Q1	$245K	Hold	2,189	–	–	0.16%	86
2016 Q4	$206K	Hold	2,189	–	–	0.13%	94
2016 Q3	$237K	Hold	2,189	–	–	0.18%	81
2016 Q2	$205K	Hold	2,189	–	–	0.17%	89
2016 Q1	$211K	Hold	2,189	–	–	0.17%	91
2015 Q4	$220K	Hold	2,189	–	–	0.19%	84
2015 Q3	$215K	Hold	2,189	–	–	0.19%	81
2015 Q2	$237K	Hold	2,189	–	–	0.2%	74
2015 Q1	$227K	Hold	2,189	–	–	0.18%	78
2014 Q4	$210K	Hold	2,189	–	–	0.17%	82
2014 Q3	$207K	Buy	+2,189	New	+$201K	0.17%	78

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

Palisades Hudson Asset Management's MCO Position: Q2 2026 in Review

Palisades Hudson Asset Management held its Moody's (MCO) position steady in Q2 2026 at 1,258 shares worth $570K. The position accounts for 0.2% of the portfolio, ranked #53.

Palisades Hudson Asset Management first reported a position in MCO in Q3 2014 and has held it in 48 quarters since. The position peaked at $643K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Palisades Hudson Asset Management held 1,258 shares of Moody's worth $570K as of Q2 2026.
Palisades Hudson Asset Management left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.2% of Palisades Hudson Asset Management's portfolio in Q2 2026, its #53 holding.
Palisades Hudson Asset Management first reported a position in Moody's in Q3 2014 and has held it in 48 quarters since.
Palisades Hudson Asset Management's Moody's position peaked at $643K in Q4 2025.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.