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Principal Securities’s Moody's MCO Stock Holding History

Principal Securities’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 		$1.4M Sell
3,098
-144
-4% -$64.7K 0.02% 670
2026
Q1 		$1.41M Sell
3,242
-43
-1% -$20.3K 0.02% 612
2025
Q4 		$1.68M Buy
3,285
+107
+3% +$52.2K 0.03% 533
2025
Q3 		$1.51M Buy
3,178
+185
+6% +$93.3K 0.02% 525
2025
Q2 		$1.5M Buy
2,993
+442
+17% +$205K 0.03% 501
2025
Q1 		$1.21M Hold
2,551
– – 0.03% 487
2024
Q4 		$1.21M Buy
2,551
+167
+7% +$79.7K 0.03% 483
2024
Q3 		$1.13M Sell
2,384
-519
-18% -$241K 0.03% 488
2024
Q2 		$1.22M Sell
2,903
-25
-0.9% -$9.95K 0.03% 431
2024
Q1 		$1.15M Sell
2,928
-39
-1% -$15K 0.04% 421
2023
Q4 		$1.16M Buy
+2,967
New +$1.03M 0.04% 368

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

Principal Securities's MCO Position: Q2 2026 in Review

Principal Securities reduced its Moody's (MCO) stake by 4.4% in Q2 2026, selling an estimated $64.7K and leaving 3,098 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #670.

Principal Securities first reported a position in MCO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.68M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Principal Securities held 3,098 shares of Moody's worth $1.4M as of Q2 2026.
  • Principal Securities sold 144 Moody's shares in Q2 2026, an estimated $64.7K.
  • Moody's made up 0.02% of Principal Securities's portfolio in Q2 2026, its #670 holding.
  • Principal Securities first reported a position in Moody's in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Moody's position peaked at $1.68M in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.