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Troy Asset Management’s Moody's MCO Stock Holding History

Troy Asset Management’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 		$14.3M Buy
31,468
+2,946
+10% +$1.32M 0.4% 28
2026
Q1 		$12.4M Sell
28,522
-391
-1% -$185K 0.37% 29
2025
Q4 		$14.8M Sell
28,913
-1,443
-5% -$704K 0.38% 28
2025
Q3 		$14.5M Buy
30,356
+48
+0.2% +$24.2K 0.37% 30
2025
Q2 		$15.2M Hold
30,308
– – 0.42% 30
2025
Q1 		$15.2M Sell
30,308
-149,933
-83% -$72.2M 0.42% 30
2024
Q4 		$85.3M Sell
180,241
-3,479
-2% -$1.66M 2.81% 11
2024
Q3 		$87.2M Sell
183,720
-2,869
-2% -$1.33M 2.75% 11
2024
Q2 		$78.5M Sell
186,589
-672
-0.4% -$267K 2.55% 12
2024
Q1 		$73.6M Sell
187,261
-930
-0.5% -$359K 2.23% 13
2023
Q4 		$73.5M Sell
188,191
-42,587
-18% -$14.8M 2.33% 12
2023
Q3 		$73M Sell
230,778
-1,854
-0.8% -$631K 2.29% 14
2023
Q2 		$80.9M Sell
232,632
-8,206
-3% -$2.6M 2.37% 13
2023
Q1 		$73.7M Sell
240,838
-44,514
-16% -$13.4M 2.18% 13
2022
Q4 		$79.5M Buy
285,352
+5,998
+2% +$1.64M 2.23% 13
2022
Q3 		$67.9M Sell
279,354
-186,757
-40% -$54.3M 1.96% 13
2022
Q2 		$127M Buy
466,111
+11,446
+3% +$3.42M 2.61% 12
2022
Q1 		$153M Buy
454,665
+224,387
+97% +$75.5M 2.73% 12
2021
Q4 		$89.9M Buy
230,278
+1,600
+0.7% +$617K 1.57% 12
2021
Q3 		$81.2M Buy
228,678
+6,902
+3% +$2.6M 1.53% 12
2021
Q2 		$80.4M Buy
221,776
+4,991
+2% +$1.66M 1.37% 14
2021
Q1 		$64.7M Buy
+216,785
New +$61M 1.22% 14

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

Troy Asset Management's MCO Position: Q2 2026 in Review

Troy Asset Management increased its Moody's (MCO) stake by 10% in Q2 2026, buying an estimated $1.32M and bringing the position to 31,468 shares worth $14.3M. The position accounts for 0.4% of the portfolio, ranked #28.

Troy Asset Management first reported a position in MCO in Q1 2021 and has held it in 22 quarters since. The position peaked at $153M in Q1 2022. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Troy Asset Management held 31,468 shares of Moody's worth $14.3M as of Q2 2026.
  • Troy Asset Management bought 2,946 Moody's shares in Q2 2026, an estimated $1.32M.
  • Moody's made up 0.4% of Troy Asset Management's portfolio in Q2 2026, its #28 holding.
  • Troy Asset Management first reported a position in Moody's in Q1 2021 and has held it in 22 quarters since.
  • Troy Asset Management's Moody's position peaked at $153M in Q1 2022.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Troy Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.