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

Trifecta 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	$2.27K	Buy	+5	New	+$2.25K	﹤0.01%	298
2025 Q4	–	Sell	-6	Closed	-$2.86K	–	371
2025 Q3	$2.86K	Hold	6	–	–	﹤0.01%	306
2025 Q2	$3.01K	Hold	6	–	–	﹤0.01%	302
2025 Q1	$2.79K	Hold	6	–	–	﹤0.01%	277
2024 Q4	$2.84K	Hold	6	–	–	﹤0.01%	269
2024 Q3	$2.85K	Hold	6	–	–	﹤0.01%	278
2024 Q2	$2.53K	Hold	6	–	–	﹤0.01%	282
2024 Q1	$2.36K	Hold	6	–	–	﹤0.01%	289
2023 Q4	$2.34K	Hold	6	–	–	﹤0.01%	309
2023 Q3	$1.9K	Hold	6	–	–	﹤0.01%	314
2023 Q2	$2.09K	Hold	6	–	–	﹤0.01%	300
2023 Q1	$1.84K	Hold	6	–	–	﹤0.01%	318
2022 Q4	$1.67K	Buy	+6	New	+$1.64K	﹤0.01%	329

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

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

Trifecta Capital Advisors opened a new position in Moody's (MCO) in Q2 2026: 5 shares worth $2.27K. The stake represents ﹤0.01% of the portfolio and ranks #298 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in MCO as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in MCO in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.01K in Q2 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Trifecta Capital Advisors held 5 shares of Moody's worth $2.27K as of Q2 2026.
Moody's was a new Trifecta Capital Advisors position in Q2 2026.
Moody's made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #298 holding.
Trifecta Capital Advisors first reported a position in Moody's in Q4 2022 and has held it in 13 quarters since.
Trifecta Capital Advisors's Moody's position peaked at $3.01K in Q2 2025.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.