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RFG Advisory’s Moody's MCO Stock Holding History

RFG Advisory’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 		$458K Sell
1,011
-10
-1% -$4.49K 0.01% 813
2026
Q1 		$445K Hold
1,021
– – 0.01% 782
2025
Q4 		$521K Buy
1,021
+52
+5% +$25.4K 0.01% 703
2025
Q3 		$462K Sell
969
-17
-2% -$8.57K 0.01% 711
2025
Q2 		$495K Buy
986
+32
+3% +$14.8K 0.01% 626
2025
Q1 		$444K Buy
954
+41
+4% +$19.8K 0.01% 600
2024
Q4 		$432K Sell
913
-106
-10% -$50.6K 0.01% 557
2024
Q3 		$484K Sell
1,019
-14
-1% -$6.49K 0.01% 522
2024
Q2 		$435K Sell
1,033
-100
-9% -$39.8K 0.01% 527
2024
Q1 		$445K Buy
1,133
+54
+5% +$20.8K 0.02% 523
2023
Q4 		$421K Buy
1,079
+42
+4% +$14.6K 0.02% 475
2023
Q3 		$328K Sell
1,037
-2
-0.2% -$680 0.01% 489
2023
Q2 		$361K Sell
1,039
-1
-0.1% -$317 0.02% 488
2023
Q1 		$318K Buy
1,040
+101
+11% +$30.5K 0.02% 497
2022
Q4 		$304K Sell
939
-17
-2% -$4.65K 0.02% 511
2022
Q3 		$255K Sell
956
-39
-4% -$11.3K 0.01% 526
2022
Q2 		$310K Buy
995
+39
+4% +$11.7K 0.02% 455
2022
Q1 		$322K Buy
956
+72
+8% +$24.2K 0.02% 402
2021
Q4 		$345K Buy
884
+27
+3% +$10.4K 0.02% 370
2021
Q3 		$304K Buy
857
+40
+5% +$15.1K 0.03% 348
2021
Q2 		$296K Sell
817
-157
-16% -$52.3K 0.03% 354
2021
Q1 		$291K Buy
+974
New +$274K 0.03% 344

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

RFG Advisory's MCO Position: Q2 2026 in Review

RFG Advisory reduced its Moody's (MCO) stake by 0.98% in Q2 2026, selling an estimated $4.49K and leaving 1,011 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #813.

RFG Advisory first reported a position in MCO in Q1 2021 and has held it in 22 quarters since. The position peaked at $521K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • RFG Advisory held 1,011 shares of Moody's worth $458K as of Q2 2026.
  • RFG Advisory sold 10 Moody's shares in Q2 2026, an estimated $4.49K.
  • Moody's made up 0.01% of RFG Advisory's portfolio in Q2 2026, its #813 holding.
  • RFG Advisory first reported a position in Moody's in Q1 2021 and has held it in 22 quarters since.
  • RFG Advisory's Moody's position peaked at $521K in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.