Smith Group Asset Management’s Moody's MCO Stock Holding History

Smith Group Asset Management’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	–	Sell	-795	Closed	-$347K	–	178
2026 Q1	$347K	Sell	795 -2	-0.3%	-$946	0.02%	153
2025 Q4	$407K	Buy	+797	New	+$389K	0.02%	145
2025 Q2	–	Sell	-1,447	Closed	-$674K	–	186
2025 Q1	$674K	Buy	1,447 +50	+4%	+$24.1K	0.05%	112
2024 Q4	$661K	Buy	1,397 +739	+112%	+$353K	0.05%	112
2024 Q3	$312K	Buy	+658	New	+$305K	0.03%	127
2022 Q1	$8K	Sell	23 -2	-8%	-$673	﹤0.01%	265
2021 Q4	$10K	Buy	25 +2	+9%	+$771	﹤0.01%	304
2021 Q3	$8K	Buy	23 +2	+10%	+$754	﹤0.01%	317
2021 Q2	$8K	Sell	21 -4	-16%	-$1.33K	﹤0.01%	314
2021 Q1	$7K	Buy	25 +3	+14%	+$845	﹤0.01%	294
2020 Q4	$6K	Sell	22 -5	-19%	-$1.4K	﹤0.01%	307
2020 Q3	$8K	Buy	27 +2	+8%	+$571	﹤0.01%	285
2020 Q2	$7K	Hold	25	–	–	﹤0.01%	281
2020 Q1	$5K	Buy	+25	New	+$6.08K	﹤0.01%	347
2017 Q1	–	Sell	-102,797	Closed	-$9.69M	–	465
2016 Q4	$9.69M	Buy	+102,797	New	+$10.4M	0.28%	92

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

Smith Group Asset Management's MCO Position: Q2 2026 in Review

Smith Group Asset Management sold out of Moody's (MCO) in Q2 2026, closing a stake of 795 shares — an estimated $347K sold.

Smith Group Asset Management first reported a position in MCO in Q4 2016 and held it in 15 quarters. The position peaked at $9.69M in Q4 2016. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Smith Group Asset Management reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
Smith Group Asset Management sold 795 Moody's shares in Q2 2026, an estimated $347K.
Smith Group Asset Management first reported a position in Moody's in Q4 2016 and held it in 15 quarters.
Smith Group Asset Management's Moody's position peaked at $9.69M in Q4 2016.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Smith Group Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.