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Smart Money Group’s Moody's MCO Stock Holding History

Smart Money Group’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 		$1.13M Buy
2,499
+181
+8% +$81.3K 0.29% 50
2026
Q1 		$1.01M Sell
2,318
-18
-0.8% -$8.52K 0.29% 50
2025
Q4 		$1.19M Buy
2,336
+10
+0.4% +$4.88K 0.35% 35
2025
Q3 		$1.11M Buy
2,326
+74
+3% +$37.3K 0.33% 41
2025
Q2 		$1.13M Buy
2,252
+246
+12% +$114K 0.35% 32
2025
Q1 		$934K Buy
2,006
+479
+31% +$231K 0.32% 40
2024
Q4 		$723K Buy
1,527
+42
+3% +$20K 0.25% 62
2024
Q3 		$674K Buy
1,485
+102
+7% +$47.3K 0.24% 62
2024
Q2 		$632K Buy
1,383
+165
+14% +$65.6K 0.23% 60
2024
Q1 		$451K Buy
1,218
+451
+59% +$174K 0.18% 69
2023
Q4 		$300K Buy
+767
New +$267K 0.13% 69

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

Smart Money Group's MCO Position: Q2 2026 in Review

Smart Money Group increased its Moody's (MCO) stake by 7.8% in Q2 2026, buying an estimated $81.3K and bringing the position to 2,499 shares worth $1.13M. The position accounts for 0.29% of the portfolio, ranked #50.

Smart Money Group first reported a position in MCO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.19M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Smart Money Group held 2,499 shares of Moody's worth $1.13M as of Q2 2026.
  • Smart Money Group bought 181 Moody's shares in Q2 2026, an estimated $81.3K.
  • Moody's made up 0.29% of Smart Money Group's portfolio in Q2 2026, its #50 holding.
  • Smart Money Group first reported a position in Moody's in Q4 2023 and has held it in 11 quarters since.
  • Smart Money Group's Moody's position peaked at $1.19M in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.