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Plotkin Financial Advisors’s Moody's MCO Stock Holding History

Plotkin Financial 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 		$318K Hold
702
– – 0.13% 84
2026
Q1 		$306K Hold
702
– – 0.15% 77
2025
Q4 		$359K Hold
702
– – 0.18% 72
2025
Q3 		$334K Hold
702
– – 0.17% 72
2025
Q2 		$352K Buy
702
+25
+4% +$11.6K 0.19% 68
2025
Q1 		$315K Hold
677
– – 0.19% 71
2024
Q4 		$320K Hold
677
– – 0.19% 70
2024
Q3 		$321K Hold
677
– – 0.19% 68
2024
Q2 		$285K Buy
+677
New +$269K 0.18% 69

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

Plotkin Financial Advisors's MCO Position: Q2 2026 in Review

Plotkin Financial Advisors held its Moody's (MCO) position steady in Q2 2026 at 702 shares worth $318K. The position accounts for 0.13% of the portfolio, ranked #84.

Plotkin Financial Advisors first reported a position in MCO in Q2 2024 and has held it in 9 quarters since. The position peaked at $359K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Plotkin Financial Advisors held 702 shares of Moody's worth $318K as of Q2 2026.
  • Plotkin Financial Advisors left its Moody's share count unchanged in Q2 2026.
  • Moody's made up 0.13% of Plotkin Financial Advisors's portfolio in Q2 2026, its #84 holding.
  • Plotkin Financial Advisors first reported a position in Moody's in Q2 2024 and has held it in 9 quarters since.
  • Plotkin Financial Advisors's Moody's position peaked at $359K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.