SP
MCO icon

SmartHarvest Portfolios’s Moody's MCO Stock Holding History

SmartHarvest Portfolios’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 		$268K Buy
591
+70
+13% +$31.4K 0.09% 269
2026
Q1 		$227K Sell
521
-128
-20% -$60.5K 0.09% 272
2025
Q4 		$332K Buy
+649
New +$317K 0.12% 192

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

SmartHarvest Portfolios's MCO Position: Q2 2026 in Review

SmartHarvest Portfolios increased its Moody's (MCO) stake by 13% in Q2 2026, buying an estimated $31.4K and bringing the position to 591 shares worth $268K. The position accounts for 0.09% of the portfolio, ranked #269.

SmartHarvest Portfolios first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $332K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • SmartHarvest Portfolios held 591 shares of Moody's worth $268K as of Q2 2026.
  • SmartHarvest Portfolios bought 70 Moody's shares in Q2 2026, an estimated $31.4K.
  • Moody's made up 0.09% of SmartHarvest Portfolios's portfolio in Q2 2026, its #269 holding.
  • SmartHarvest Portfolios first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
  • SmartHarvest Portfolios's Moody's position peaked at $332K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.