Perryman Financial Advisory’s Moody's MCO Stock Holding History

Perryman Financial Advisory’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	$453K	Buy	+1,000	New	+$449K	0.06%	144

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

Perryman Financial Advisory's MCO Position: Q2 2026 in Review

Perryman Financial Advisory opened a new position in Moody's (MCO) in Q2 2026: 1,000 shares worth $453K. The stake represents 0.06% of the portfolio and ranks #144 among its holdings.

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

Perryman Financial Advisory held 1,000 shares of Moody's worth $453K as of Q2 2026.
Moody's was a new Perryman Financial Advisory position in Q2 2026.
Moody's made up 0.06% of Perryman Financial Advisory's portfolio in Q2 2026, its #144 holding.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.