Values Added Financial’s Moody's MCO Stock Holding History

Values Added Financial’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	$359K	Buy	792 +17	+2%	+$7.63K	0.13%	101
2026 Q1	$338K	Sell	775 -29	-4%	-$13.7K	0.14%	96
2025 Q4	$411K	Sell	804 -10	-1%	-$4.88K	0.17%	82
2025 Q3	$388K	Buy	814 +10	+1%	+$5.04K	0.17%	82
2025 Q2	$403K	Buy	804 +9	+1%	+$4.17K	0.2%	81
2025 Q1	$370K	Buy	795 +31	+4%	+$14.9K	0.21%	83
2024 Q4	$362K	Buy	764 +14	+2%	+$6.68K	0.21%	80
2024 Q3	$356K	Buy	750 +2	+0.3%	+$927	0.22%	69
2024 Q2	$315K	Buy	748 +4	+0.5%	+$1.59K	0.23%	69
2024 Q1	$292K	Buy	744 +2	+0.3%	+$771	0.23%	68
2023 Q4	$290K	Sell	742 -115	-13%	-$40K	0.24%	66
2023 Q3	$271K	Buy	857 +109	+15%	+$37.1K	0.25%	66
2023 Q2	$260K	Buy	+748	New	+$237K	0.24%	67

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

Values Added Financial's MCO Position: Q2 2026 in Review

Values Added Financial increased its Moody's (MCO) stake by 2.2% in Q2 2026, buying an estimated $7.63K and bringing the position to 792 shares worth $359K. The position accounts for 0.13% of the portfolio, ranked #101.

Values Added Financial first reported a position in MCO in Q2 2023 and has held it in 13 quarters since. The position peaked at $411K in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Values Added Financial held 792 shares of Moody's worth $359K as of Q2 2026.
Values Added Financial bought 17 Moody's shares in Q2 2026, an estimated $7.63K.
Moody's made up 0.13% of Values Added Financial's portfolio in Q2 2026, its #101 holding.
Values Added Financial first reported a position in Moody's in Q2 2023 and has held it in 13 quarters since.
Values Added Financial's Moody's position peaked at $411K in Q4 2025.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.