Sand Hill Global Advisors’s Moody's MCO Stock Holding History

Sand Hill Global 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	$211K	Sell	466 -5	-1%	-$2.25K	0.01%	209
2026 Q1	$205K	Buy	471 +63	+15%	+$29.8K	0.01%	199
2025 Q4	$208K	Buy	+408	New	+$199K	0.01%	195
2025 Q3	–	Sell	-403	Closed	-$202K	–	206
2025 Q2	$202K	Buy	+403	New	+$187K	0.01%	196
2022 Q3	–	Sell	-769	Closed	-$209K	–	160
2022 Q2	$209K	Buy	769 +25	+3%	+$7.48K	0.01%	152
2022 Q1	$251K	Sell	744 -59	-7%	-$19.8K	0.01%	140
2021 Q4	$314K	Buy	803 +69	+9%	+$26.6K	0.02%	129
2021 Q3	$261K	Sell	734 -130	-15%	-$49K	0.02%	136
2021 Q2	$313K	Buy	864 +54	+7%	+$18K	0.02%	124
2021 Q1	$242K	Sell	810 -55	-6%	-$15.5K	0.02%	123
2020 Q4	$251K	Sell	865 -24	-3%	-$6.71K	0.02%	126
2020 Q3	$258K	Sell	889 -38	-4%	-$10.8K	0.02%	114
2020 Q2	$255K	Buy	+927	New	+$236K	0.02%	111
2020 Q1	–	Sell	-899	Closed	-$213K	–	132
2019 Q4	$213K	Buy	+899	New	+$200K	0.02%	131

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

Sand Hill Global Advisors's MCO Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its Moody's (MCO) stake by 1.1% in Q2 2026, selling an estimated $2.25K and leaving 466 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #209.

Sand Hill Global Advisors first reported a position in MCO in Q4 2019 and has held it in 14 quarters since. The position peaked at $314K in Q4 2021. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Sand Hill Global Advisors held 466 shares of Moody's worth $211K as of Q2 2026.
Sand Hill Global Advisors sold 5 Moody's shares in Q2 2026, an estimated $2.25K.
Moody's made up 0.01% of Sand Hill Global Advisors's portfolio in Q2 2026, its #209 holding.
Sand Hill Global Advisors first reported a position in Moody's in Q4 2019 and has held it in 14 quarters since.
Sand Hill Global Advisors's Moody's position peaked at $314K in Q4 2021.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.