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Pin Oak Investment Advisors’s Moody's MCO Stock Holding History

Pin Oak Investment 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 		$1K Buy
+3
New +$1.35K ﹤0.01% 530
2024
Q1 		– Sell
-36
Closed -$14K – 471
2023
Q4 		$14K Hold
36
– – 0.01% 298
2023
Q3 		$11K Sell
36
-119
-77% -$40.5K 0.01% 307
2023
Q2 		$54K Buy
+155
New +$49.1K 0.06% 154

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 $3.38T AUM 44.17% 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

Pin Oak Investment Advisors's MCO Position: Q2 2026 in Review

Pin Oak Investment Advisors opened a new position in Moody's (MCO) in Q2 2026: 3 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Pin Oak Investment Advisors previously reported a position in MCO as recently as Q4 2023.

Pin Oak Investment Advisors first reported a position in MCO in Q2 2023 and has held it in 4 quarters since. The position peaked at $54K in Q2 2023. 1,416 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Pin Oak Investment Advisors held 3 shares of Moody's worth $1K as of Q2 2026.
  • Moody's was a new Pin Oak Investment Advisors position in Q2 2026.
  • Moody's made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #530 holding.
  • Pin Oak Investment Advisors first reported a position in Moody's in Q2 2023 and has held it in 4 quarters since.
  • Pin Oak Investment Advisors's Moody's position peaked at $54K in Q2 2023.
  • 1,416 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.