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Sequoia Financial Advisors’s Moody's MCO Stock Holding History

Sequoia Financial 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 		$2.74M Buy
6,044
+601
+11% +$270K 0.01% 507
2026
Q1 		$2.37M Sell
5,443
-250
-4% -$118K 0.01% 546
2025
Q4 		$2.91M Buy
5,693
+1,092
+24% +$533K 0.02% 463
2025
Q3 		$2.19M Buy
4,601
+86
+2% +$43.4K 0.01% 491
2025
Q2 		$2.26M Buy
4,515
+731
+19% +$339K 0.02% 440
2025
Q1 		$1.76M Buy
3,784
+133
+4% +$64.1K 0.01% 465
2024
Q4 		$1.73M Buy
3,651
+424
+13% +$202K 0.02% 440
2024
Q3 		$1.53M Sell
3,227
-412
-11% -$191K 0.02% 437
2024
Q2 		$1.53M Buy
3,639
+112
+3% +$44.6K 0.02% 386
2024
Q1 		$1.39M Sell
3,527
-1,217
-26% -$469K 0.02% 403
2023
Q4 		$1.85M Buy
4,744
+1,773
+60% +$616K 0.02% 366
2023
Q3 		$939K Buy
2,971
+22
+0.7% +$7.48K 0.02% 354
2023
Q2 		$1.03M Buy
2,949
+187
+7% +$59.3K 0.02% 344
2023
Q1 		$845K Buy
2,762
+155
+6% +$46.8K 0.02% 346
2022
Q4 		$726K Buy
2,607
+440
+20% +$120K 0.02% 359
2022
Q3 		$527K Sell
2,167
-382
-15% -$111K 0.02% 286
2022
Q2 		$693K Buy
2,549
+569
+29% +$170K 0.02% 274
2022
Q1 		$668K Buy
1,980
+158
+9% +$53.1K 0.02% 300
2021
Q4 		$712K Buy
+1,822
New +$703K 0.02% 271
2021
Q3 		– Sell
-1,547
Closed -$561K – 370
2021
Q2 		$561K Buy
1,547
+152
+11% +$50.6K 0.02% 261
2021
Q1 		$417K Buy
1,395
+13
+0.9% +$3.66K 0.02% 280
2020
Q4 		$401K Sell
1,382
-19
-1% -$5.31K 0.02% 281
2020
Q3 		$406K Sell
1,401
-1
-0.1% -$285 0.02% 253
2020
Q2 		$385K Buy
1,402
+49
+4% +$12.4K 0.02% 255
2020
Q1 		$286K Buy
1,353
+124
+10% +$30.1K 0.02% 275
2019
Q4 		$292K Buy
1,229
+51
+4% +$11.3K 0.02% 302
2019
Q3 		$241K Sell
1,178
-22
-2% -$4.61K 0.02% 313
2019
Q2 		$234K Buy
+1,200
New +$228K 0.02% 322

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

Sequoia Financial Advisors's MCO Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Moody's (MCO) stake by 11% in Q2 2026, buying an estimated $270K and bringing the position to 6,044 shares worth $2.74M. The position accounts for 0.01% of the portfolio, ranked #507.

Sequoia Financial Advisors first reported a position in MCO in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.91M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Sequoia Financial Advisors held 6,044 shares of Moody's worth $2.74M as of Q2 2026.
  • Sequoia Financial Advisors bought 601 Moody's shares in Q2 2026, an estimated $270K.
  • Moody's made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #507 holding.
  • Sequoia Financial Advisors first reported a position in Moody's in Q2 2019 and has held it in 28 quarters since.
  • Sequoia Financial Advisors's Moody's position peaked at $2.91M in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.