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Phillip James Consulting’s Moody's MCO Stock Holding History

Phillip James Consulting’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 		$56.6K Hold
125
– – 0.04% 93
2026
Q1 		$54K Hold
125
– – 0.04% 111
2025
Q4 		$65K Buy
+125
New +$61K 1.15% 18

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

Phillip James Consulting's MCO Position: Q2 2026 in Review

Phillip James Consulting held its Moody's (MCO) position steady in Q2 2026 at 125 shares worth $56.6K. The position accounts for 0.04% of the portfolio, ranked #93.

Phillip James Consulting first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $65K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Phillip James Consulting held 125 shares of Moody's worth $56.6K as of Q2 2026.
  • Phillip James Consulting left its Moody's share count unchanged in Q2 2026.
  • Moody's made up 0.04% of Phillip James Consulting's portfolio in Q2 2026, its #93 holding.
  • Phillip James Consulting first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
  • Phillip James Consulting's Moody's position peaked at $65K in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.