Regal Investment Advisors’s Moody's MCO Stock Holding History

Regal 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	$491K	Buy	+1,084	New	+$487K	0.03%	470
2023 Q1	–	Sell	-1,141	Closed	-$318K	–	539
2022 Q4	$318K	Sell	1,141 -166	-13%	-$45.4K	0.03%	367
2022 Q3	$318K	Buy	1,307 +199	+18%	+$57.8K	0.03%	353
2022 Q2	$301K	Sell	1,108 -16	-1%	-$4.79K	0.03%	373
2022 Q1	$379K	Sell	1,124 -1,769	-61%	-$595K	0.03%	357
2021 Q4	$1.13M	Sell	2,893 -600	-17%	-$231K	0.1%	220
2021 Q3	$1.24M	Sell	3,493 -240	-6%	-$90.4K	0.12%	181
2021 Q2	$1.35M	Buy	+3,733	New	+$1.24M	0.14%	157
2021 Q1	–	Sell	-1,816	Closed	-$527K	–	270
2020 Q4	$527K	Buy	+1,816	New	+$508K	0.06%	279

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Regal Investment Advisors's MCO Position: Q2 2026 in Review

Regal Investment Advisors opened a new position in Moody's (MCO) in Q2 2026: 1,084 shares worth $491K. The stake represents 0.03% of the portfolio and ranks #470 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in MCO as recently as Q4 2022.

Regal Investment Advisors first reported a position in MCO in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.35M in Q2 2021. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Regal Investment Advisors held 1,084 shares of Moody's worth $491K as of Q2 2026.
Moody's was a new Regal Investment Advisors position in Q2 2026.
Moody's made up 0.03% of Regal Investment Advisors's portfolio in Q2 2026, its #470 holding.
Regal Investment Advisors first reported a position in Moody's in Q4 2020 and has held it in 9 quarters since.
Regal Investment Advisors's Moody's position peaked at $1.35M in Q2 2021.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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