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Transcend Capital Advisors’s Moody's MCO Stock Holding History

Transcend Capital 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 		$2.87M Buy
6,343
+530
+9% +$238K 0.19% 98
2026
Q1 		$2.54M Buy
5,813
+183
+3% +$86.6K 0.2% 101
2025
Q4 		$2.88M Sell
5,630
-33
-0.6% -$16.1K 0.22% 96
2025
Q3 		$2.7M Buy
5,663
+43
+0.8% +$21.7K 0.19% 115
2025
Q2 		$2.82M Buy
5,620
+122
+2% +$56.5K 0.22% 107
2025
Q1 		$2.56M Buy
5,498
+31
+0.6% +$14.9K 0.18% 130
2024
Q4 		$2.59M Sell
5,467
-7
-0.1% -$3.34K 0.19% 133
2024
Q3 		$2.6M Buy
5,474
+1
+0% +$463 0.17% 145
2024
Q2 		$2.3M Sell
5,473
-9
-0.2% -$3.58K 0.17% 142
2024
Q1 		$2.15M Sell
5,482
-26
-0.5% -$10K 0.17% 134
2023
Q4 		$2.15M Sell
5,508
-336
-6% -$117K 0.19% 125
2023
Q3 		$1.85M Buy
5,844
+12
+0.2% +$4.08K 0.18% 133
2023
Q2 		$2.03M Buy
5,832
+26
+0.4% +$8.24K 0.19% 124
2023
Q1 		$1.78M Sell
5,806
-3
-0.1% -$906 0.19% 127
2022
Q4 		$1.62M Buy
5,809
+33
+0.6% +$9.03K 0.18% 136
2022
Q3 		$1.4M Buy
5,776
+12
+0.2% +$3.49K 0.16% 151
2022
Q2 		$1.57M Buy
5,764
+342
+6% +$102K 0.16% 149
2022
Q1 		$1.83M Buy
5,422
+16
+0.3% +$5.38K 0.16% 142
2021
Q4 		$2.11M Buy
5,406
+8
+0.1% +$3.09K 0.19% 128
2021
Q3 		$2.11M Buy
5,398
+3
+0.1% +$1.13K 0.19% 127
2021
Q2 		$1.96M Buy
+5,395
New +$1.8M 0.28% 93

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

Transcend Capital Advisors's MCO Position: Q2 2026 in Review

Transcend Capital Advisors increased its Moody's (MCO) stake by 9.1% in Q2 2026, buying an estimated $238K and bringing the position to 6,343 shares worth $2.87M. The position accounts for 0.19% of the portfolio, ranked #98.

Transcend Capital Advisors first reported a position in MCO in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.88M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Transcend Capital Advisors held 6,343 shares of Moody's worth $2.87M as of Q2 2026.
  • Transcend Capital Advisors bought 530 Moody's shares in Q2 2026, an estimated $238K.
  • Moody's made up 0.19% of Transcend Capital Advisors's portfolio in Q2 2026, its #98 holding.
  • Transcend Capital Advisors first reported a position in Moody's in Q2 2021 and has held it in 21 quarters since.
  • Transcend Capital Advisors's Moody's position peaked at $2.88M in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.