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Personal CFO Solutions’s Moody's MCO Stock Holding History

Personal CFO Solutions’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 		$665K Sell
1,468
-54
-4% -$24.3K 0.1% 193
2026
Q1 		$664K Sell
1,522
-78
-5% -$36.9K 0.09% 199
2025
Q4 		$818K Sell
1,600
-19
-1% -$9.27K 0.13% 152
2025
Q3 		$772K Sell
1,619
-33
-2% -$16.6K 0.14% 155
2025
Q2 		$829K Hold
1,652
– – 0.15% 144
2025
Q1 		$769K Buy
1,652
+11
+0.7% +$5.3K 0.16% 140
2024
Q4 		$777K Sell
1,641
-158
-9% -$75.4K 0.15% 133
2024
Q3 		$854K Hold
1,799
– – 0.12% 178
2024
Q2 		$757K Sell
1,799
-26
-1% -$10.3K 0.12% 175
2024
Q1 		$717K Sell
1,825
-41
-2% -$15.8K 0.11% 192
2023
Q4 		$729K Sell
1,866
-259
-12% -$90K 0.13% 165
2023
Q3 		$672K Sell
2,125
-53
-2% -$18K 0.13% 145
2023
Q2 		$757K Buy
2,178
+21
+1% +$6.66K 0.15% 132
2023
Q1 		$660K Sell
2,157
-39
-2% -$11.8K 0.14% 145
2022
Q4 		$612K Buy
2,196
+472
+27% +$129K 0.13% 159
2022
Q3 		$419K Buy
1,724
+114
+7% +$33.1K 0.11% 183
2022
Q2 		$438K Sell
1,610
-101
-6% -$30.2K 0.1% 178
2022
Q1 		$577K Buy
1,711
+178
+12% +$59.9K 0.11% 169
2021
Q4 		$599K Buy
+1,533
New +$591K 0.11% 174

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

Personal CFO Solutions's MCO Position: Q2 2026 in Review

Personal CFO Solutions reduced its Moody's (MCO) stake by 3.5% in Q2 2026, selling an estimated $24.3K and leaving 1,468 shares worth $665K. The position accounts for 0.1% of the portfolio, ranked #193.

Personal CFO Solutions first reported a position in MCO in Q4 2021 and has held it in 19 quarters since. The position peaked at $854K in Q3 2024. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Personal CFO Solutions held 1,468 shares of Moody's worth $665K as of Q2 2026.
  • Personal CFO Solutions sold 54 Moody's shares in Q2 2026, an estimated $24.3K.
  • Moody's made up 0.1% of Personal CFO Solutions's portfolio in Q2 2026, its #193 holding.
  • Personal CFO Solutions first reported a position in Moody's in Q4 2021 and has held it in 19 quarters since.
  • Personal CFO Solutions's Moody's position peaked at $854K in Q3 2024.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.