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Savvy Advisors Inc’s Moody's MCO Stock Holding History

Savvy Advisors Inc’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 		$724K Sell
1,598
-36
-2% -$16.2K 0.02% 646
2026
Q1 		$713K Buy
1,634
+466
+40% +$220K 0.02% 540
2025
Q4 		$597K Buy
1,168
+135
+13% +$65.9K 0.02% 511
2025
Q3 		$492K Buy
1,033
+77
+8% +$38.8K 0.02% 429
2025
Q2 		$480K Buy
+956
New +$443K 0.03% 363
2025
Q1 		– Sell
-432
Closed -$205K – 532
2024
Q4 		$205K Buy
+432
New +$206K 0.02% 432

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's MCO Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Moody's (MCO) stake by 2.2% in Q2 2026, selling an estimated $16.2K and leaving 1,598 shares worth $724K. The position accounts for 0.02% of the portfolio, ranked #646.

Savvy Advisors Inc first reported a position in MCO in Q4 2024 and has held it in 6 quarters since. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Savvy Advisors Inc held 1,598 shares of Moody's worth $724K as of Q2 2026.
  • Savvy Advisors Inc sold 36 Moody's shares in Q2 2026, an estimated $16.2K.
  • Moody's made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #646 holding.
  • Savvy Advisors Inc first reported a position in Moody's in Q4 2024 and has held it in 6 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.