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True Link Financial Advisors’s Moody's MCO Stock Holding History

True Link 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 		– Sell
-217
Closed -$94.7K – 272
2026
Q1 		$94.7K Buy
+217
New +$103K 0.01% 155
2021
Q4 		– Sell
-8
Closed -$3K – 788
2021
Q3 		$3K Hold
8
– – ﹤0.01% 714
2021
Q2 		$3K Buy
+8
New +$2.66K ﹤0.01% 648

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

True Link Financial Advisors's MCO Position: Q2 2026 in Review

True Link Financial Advisors sold out of Moody's (MCO) in Q2 2026, closing a stake of 217 shares — an estimated $94.7K sold.

True Link Financial Advisors first reported a position in MCO in Q2 2021 and held it in 3 quarters. The position peaked at $94.7K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • True Link Financial Advisors reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 217 Moody's shares in Q2 2026, an estimated $94.7K.
  • True Link Financial Advisors first reported a position in Moody's in Q2 2021 and held it in 3 quarters.
  • True Link Financial Advisors's Moody's position peaked at $94.7K in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.