Relyea Zuckerberg Hanson’s Moody's MCO Stock Holding History

Relyea Zuckerberg Hanson’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	$397K	Sell	877 -37	-4%	-$16.6K	0.03%	212
2026 Q1	$399K	Sell	914 -50	-5%	-$23.7K	0.04%	184
2025 Q4	$492K	Sell	964 -26	-3%	-$12.7K	0.05%	161
2025 Q3	$472K	Sell	990 -3	-0.3%	-$1.51K	0.05%	169
2025 Q2	$498K	Sell	993 -7	-0.7%	-$3.24K	0.06%	155
2025 Q1	$466K	Sell	1,000 -10	-1%	-$4.82K	0.06%	155
2024 Q4	$478K	Buy	1,010 +30	+3%	+$14.3K	0.06%	152
2024 Q3	$465K	Buy	980 +14	+1%	+$6.49K	0.07%	142
2024 Q2	$407K	Buy	966 +98	+11%	+$39K	0.07%	143
2024 Q1	$341K	Buy	868 +5	+0.6%	+$1.93K	0.06%	163
2023 Q4	$337K	Buy	863 +148	+21%	+$51.4K	0.07%	152
2023 Q3	$226K	Sell	715 -26	-4%	-$8.84K	0.05%	175
2023 Q2	$258K	Buy	+741	New	+$235K	0.06%	168

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

Relyea Zuckerberg Hanson's MCO Position: Q2 2026 in Review

Relyea Zuckerberg Hanson reduced its Moody's (MCO) stake by 4% in Q2 2026, selling an estimated $16.6K and leaving 877 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #212.

Relyea Zuckerberg Hanson first reported a position in MCO in Q2 2023 and has held it in 13 quarters since. The position peaked at $498K in Q2 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Relyea Zuckerberg Hanson held 877 shares of Moody's worth $397K as of Q2 2026.
Relyea Zuckerberg Hanson sold 37 Moody's shares in Q2 2026, an estimated $16.6K.
Moody's made up 0.03% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #212 holding.
Relyea Zuckerberg Hanson first reported a position in Moody's in Q2 2023 and has held it in 13 quarters since.
Relyea Zuckerberg Hanson's Moody's position peaked at $498K in Q2 2025.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.