Transamerica Financial Advisors’s Moody's MCO Stock Holding History

Transamerica Financial 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	$3.14M	Sell	6,921 -713	-9%	-$320K	0.27%	94
2026 Q1	$3.33M	Sell	7,634 -414	-5%	-$196K	0.28%	93
2025 Q4	$4.11M	Sell	8,048 -308	-4%	-$150K	0.34%	82
2025 Q3	$3.98M	Sell	8,356 -79	-0.9%	-$39.8K	0.33%	69
2025 Q2	$4.23M	Sell	8,435 -325	-4%	-$151K	0.4%	64
2025 Q1	$4.08M	Sell	8,760 -192	-2%	-$92.5K	0.42%	59
2024 Q4	$4.24M	Sell	8,952 -240	-3%	-$115K	0.42%	61
2024 Q3	$4.36M	Sell	9,192 -240	-3%	-$111K	0.43%	64
2024 Q2	$3.97M	Hold	9,432	–	–	0.42%	68
2024 Q1	$3.71M	Buy	9,432 +8,575	+1,001%	+$3.31M	0.38%	78
2023 Q4	$335K	Buy	857 +767	+852%	+$267K	0.05%	203
2023 Q3	$29K	Buy	+90	New	+$30.6K	﹤0.01%	294
2019 Q3	–	Sell	-2	Closed	-$1K	–	369
2019 Q2	$1K	Buy	+2	New	+$380	﹤0.01%	494
2019 Q1	–	Sell	-1,841	Closed	-$258K	–	329
2018 Q4	$258K	Buy	1,841 +414	+29%	+$62.5K	0.07%	143
2018 Q3	$239K	Sell	1,427 -11	-0.8%	-$1.94K	0.05%	170
2018 Q2	$246K	Buy	+1,438	New	+$243K	0.05%	171

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

Transamerica Financial Advisors's MCO Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Moody's (MCO) stake by 9.3% in Q2 2026, selling an estimated $320K and leaving 6,921 shares worth $3.14M. The position accounts for 0.27% of the portfolio, ranked #94.

Transamerica Financial Advisors first reported a position in MCO in Q2 2018 and has held it in 16 quarters since. The position peaked at $4.36M in Q3 2024. 1,404 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Transamerica Financial Advisors held 6,921 shares of Moody's worth $3.14M as of Q2 2026.
Transamerica Financial Advisors sold 713 Moody's shares in Q2 2026, an estimated $320K.
Moody's made up 0.27% of Transamerica Financial Advisors's portfolio in Q2 2026, its #94 holding.
Transamerica Financial Advisors first reported a position in Moody's in Q2 2018 and has held it in 16 quarters since.
Transamerica Financial Advisors's Moody's position peaked at $4.36M in Q3 2024.
1,404 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.