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Private Advisor Group’s Moody's MCO Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-300
Closed -$949 – 2401
2023
Q3 		$949 Buy
+300
New +$102K ﹤0.01% 2259

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

Private Advisor Group's MCO Position: Q2 2026 in Review

Private Advisor Group reduced its Moody's (MCO) stake by 21% in Q2 2026, selling an estimated $521K and leaving 4,338 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #1021.

Private Advisor Group first reported a position in MCO in Q3 2017 and has held it in 34 quarters since. The position peaked at $3.37M in Q3 2021. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Private Advisor Group held 4,338 shares of Moody's worth $1.96M as of Q2 2026.
  • Private Advisor Group sold 1,159 Moody's shares in Q2 2026, an estimated $521K.
  • Moody's made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1021 holding.
  • Private Advisor Group first reported a position in Moody's in Q3 2017 and has held it in 34 quarters since.
  • Private Advisor Group's Moody's position peaked at $3.37M in Q3 2021.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.