Van Hulzen Asset Management’s Moody's MCO Stock Holding History

Van Hulzen 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	$662K	Buy	1,461 +466	+47%	+$209K	0.05%	224
2026 Q1	$434K	Buy	+995	New	+$471K	0.03%	243
2025 Q1	–	Sell	-113	Closed	-$53.5K	–	772
2024 Q4	$53.5K	Buy	+113	New	+$53.9K	﹤0.01%	497
2020 Q1	–	Sell	-873	Closed	-$207K	–	277
2019 Q4	$207K	Sell	873 -465	-35%	-$103K	0.04%	264
2019 Q3	$274K	Sell	1,338 -58	-4%	-$12.2K	0.06%	211
2019 Q2	$273K	Sell	1,396 -220	-14%	-$41.8K	0.06%	210
2019 Q1	$293K	Buy	1,616 +179	+12%	+$29.4K	0.08%	177
2018 Q4	$201K	Buy	1,437 +155	+12%	+$23.4K	0.06%	208
2018 Q3	$214K	Buy	+1,282	New	+$225K	0.06%	209

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

Van Hulzen Asset Management's MCO Position: Q2 2026 in Review

Van Hulzen Asset Management increased its Moody's (MCO) stake by 47% in Q2 2026, buying an estimated $209K and bringing the position to 1,461 shares worth $662K. The position accounts for 0.05% of the portfolio, ranked #224.

Van Hulzen Asset Management first reported a position in MCO in Q3 2018 and has held it in 9 quarters since. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Van Hulzen Asset Management held 1,461 shares of Moody's worth $662K as of Q2 2026.
Van Hulzen Asset Management bought 466 Moody's shares in Q2 2026, an estimated $209K.
Moody's made up 0.05% of Van Hulzen Asset Management's portfolio in Q2 2026, its #224 holding.
Van Hulzen Asset Management first reported a position in Moody's in Q3 2018 and has held it in 9 quarters since.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.