Sacks & Associates’s Moody's MCO Stock Holding History

Sacks & Associates’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	$3.43M	Hold	7,160	–	–	2.31%	14
2026 Q1	$3.12M	Hold	7,160	–	–	2.32%	16
2025 Q4	$3.66M	Buy	+7,160	New	+$3.49M	2.69%	14

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

Sacks & Associates's MCO Position: Q2 2026 in Review

Sacks & Associates held its Moody's (MCO) position steady in Q2 2026 at 7,160 shares worth $3.43M. The position accounts for 2.31% of the portfolio, ranked #14.

Sacks & Associates first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.66M in Q4 2025. 1,396 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Sacks & Associates held 7,160 shares of Moody's worth $3.43M as of Q2 2026.
Sacks & Associates left its Moody's share count unchanged in Q2 2026.
Moody's made up 2.31% of Sacks & Associates's portfolio in Q2 2026, its #14 holding.
Sacks & Associates first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
Sacks & Associates's Moody's position peaked at $3.66M in Q4 2025.
1,396 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.