SGA
MCO icon

Strategic Global Advisors’s Moody's MCO Stock Holding History

Strategic Global 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 		$8.52M Buy
18,815
+640
+4% +$287K 1.21% 20
2026
Q1 		$7.93M Sell
18,175
-450
-2% -$213K 1.27% 21
2025
Q4 		$9.51M Buy
18,625
+4,100
+28% +$2M 1.47% 17
2025
Q3 		$6.92M Sell
14,525
-250
-2% -$126K 1.05% 29
2025
Q2 		$7.41M Buy
14,775
+914
+7% +$423K 1.21% 21
2025
Q1 		$6.45M Buy
+13,861
New +$6.68M 1.28% 22
2022
Q2 		– Sell
-12,688
Closed -$4.28M – 156
2022
Q1 		$4.28M Buy
12,688
+603
+5% +$203K 0.63% 56
2021
Q4 		$4.72M Buy
12,085
+986
+9% +$380K 0.61% 57
2021
Q3 		$3.94M Buy
11,099
+2,596
+31% +$978K 0.58% 56
2021
Q2 		$3.08M Sell
8,503
-818
-9% -$272K 0.56% 56
2021
Q1 		$2.78M Buy
9,321
+78
+0.8% +$22K 0.5% 77
2020
Q4 		$2.68M Buy
9,243
+332
+4% +$92.9K 0.47% 70
2020
Q3 		$2.58M Buy
+8,911
New +$2.54M 0.49% 66

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

Strategic Global Advisors's MCO Position: Q2 2026 in Review

Strategic Global Advisors increased its Moody's (MCO) stake by 3.5% in Q2 2026, buying an estimated $287K and bringing the position to 18,815 shares worth $8.52M. The position accounts for 1.21% of the portfolio, ranked #20.

Strategic Global Advisors first reported a position in MCO in Q3 2020 and has held it in 13 quarters since. The position peaked at $9.51M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Strategic Global Advisors held 18,815 shares of Moody's worth $8.52M as of Q2 2026.
  • Strategic Global Advisors bought 640 Moody's shares in Q2 2026, an estimated $287K.
  • Moody's made up 1.21% of Strategic Global Advisors's portfolio in Q2 2026, its #20 holding.
  • Strategic Global Advisors first reported a position in Moody's in Q3 2020 and has held it in 13 quarters since.
  • Strategic Global Advisors's Moody's position peaked at $9.51M in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Strategic Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.