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Valued Wealth Advisors’s Moody's MCO Stock Holding History

Valued Wealth 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 		$8.61K Hold
19
– – ﹤0.01% 337
2026
Q1 		$8.29K Buy
19
+9
+90% +$4.26K ﹤0.01% 320
2025
Q4 		$5.11K Buy
10
+2
+25% +$976 ﹤0.01% 301
2025
Q3 		$3.81K Hold
8
– – ﹤0.01% 320
2025
Q2 		$4.01K Hold
8
– – ﹤0.01% 308
2025
Q1 		$3.73K Hold
8
– – ﹤0.01% 349
2024
Q4 		$3.79K Sell
8
-2
-20% -$955 ﹤0.01% 337
2024
Q3 		$4.75K Buy
10
+3
+43% +$1.39K ﹤0.01% 288
2024
Q2 		$2.95K Hold
7
– – ﹤0.01% 334
2024
Q1 		$2.75K Buy
7
+2
+40% +$771 ﹤0.01% 315
2023
Q4 		$1.58K Buy
+5
New +$1.74K ﹤0.01% 329

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

Valued Wealth Advisors's MCO Position: Q2 2026 in Review

Valued Wealth Advisors held its Moody's (MCO) position steady in Q2 2026 at 19 shares worth $8.61K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Valued Wealth Advisors first reported a position in MCO in Q4 2023 and has held it in 11 quarters since. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Valued Wealth Advisors held 19 shares of Moody's worth $8.61K as of Q2 2026.
  • Valued Wealth Advisors left its Moody's share count unchanged in Q2 2026.
  • Moody's made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #337 holding.
  • Valued Wealth Advisors first reported a position in Moody's in Q4 2023 and has held it in 11 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.