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VestGen Advisors’s Moody's MCO Stock Holding History

VestGen 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 		$342K Buy
755
+40
+6% +$18K 0.01% 797
2026
Q1 		$323K Sell
715
-24
-3% -$11.4K 0.01% 813
2025
Q4 		$378K Sell
739
-614
-45% -$300K 0.02% 541
2025
Q3 		$645K Buy
1,353
+256
+23% +$129K 0.02% 440
2025
Q2 		$550K Buy
1,097
+21
+2% +$9.73K 0.02% 406
2025
Q1 		$501K Buy
+1,076
New +$518K 0.02% 386

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

VestGen Advisors's MCO Position: Q2 2026 in Review

VestGen Advisors increased its Moody's (MCO) stake by 5.6% in Q2 2026, buying an estimated $18K and bringing the position to 755 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #797.

VestGen Advisors first reported a position in MCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $645K in Q3 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • VestGen Advisors held 755 shares of Moody's worth $342K as of Q2 2026.
  • VestGen Advisors bought 40 Moody's shares in Q2 2026, an estimated $18K.
  • Moody's made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #797 holding.
  • VestGen Advisors first reported a position in Moody's in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Moody's position peaked at $645K in Q3 2025.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.