Soltis Investment Advisors’s Moody's MCO Stock Holding History

Soltis Investment 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	$354K	Buy	781 +240	+44%	+$108K	0.02%	440
2026 Q1	$236K	Buy	+541	New	+$256K	0.01%	505

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

Soltis Investment Advisors's MCO Position: Q2 2026 in Review

Soltis Investment Advisors increased its Moody's (MCO) stake by 44% in Q2 2026, buying an estimated $108K and bringing the position to 781 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #440.

Soltis Investment Advisors first reported a position in MCO in Q1 2026 and has held it in 2 quarters since. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Soltis Investment Advisors held 781 shares of Moody's worth $354K as of Q2 2026.
Soltis Investment Advisors bought 240 Moody's shares in Q2 2026, an estimated $108K.
Moody's made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #440 holding.
Soltis Investment Advisors first reported a position in Moody's in Q1 2026 and has held it in 2 quarters since.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.