WestEnd Advisors’s Moody's MCO Stock Holding History

WestEnd 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	$2.72K	Buy	6 +1	+20%	+$449	﹤0.01%	164
2026 Q1	$2.18K	Hold	5	–	–	﹤0.01%	150
2025 Q4	$2.55K	Buy	5 +2	+67%	+$976	﹤0.01%	142
2025 Q3	$1.43K	Hold	3	–	–	﹤0.01%	191
2025 Q2	$1.5K	Sell	3 -1	-25%	-$463	﹤0.01%	176
2025 Q1	$1.86K	Buy	4 +1	+33%	+$482	﹤0.01%	151
2024 Q4	$1.42K	Hold	3	–	–	﹤0.01%	115
2024 Q3	$1.42K	Hold	3	–	–	﹤0.01%	107
2024 Q2	$1.26K	Buy	3 +2	+200%	+$796	﹤0.01%	109
2024 Q1	$393	Buy	+1	New	+$386	﹤0.01%	176
2022 Q1	–	Sell	-2	Closed	-$673	–	131
2021 Q4	$781	Buy	+2	New	+$771	﹤0.01%	122
2021 Q3	–	Hold	0	–	–	–	117
2021 Q2	–	Hold	0	–	–	–	114

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

WestEnd Advisors's MCO Position: Q2 2026 in Review

WestEnd Advisors increased its Moody's (MCO) stake by 20% in Q2 2026, buying an estimated $449 and bringing the position to 6 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

WestEnd Advisors first reported a position in MCO in Q4 2021 and has held it in 11 quarters since. 1,410 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

WestEnd Advisors held 6 shares of Moody's worth $2.72K as of Q2 2026.
WestEnd Advisors bought 1 Moody's share in Q2 2026, an estimated $449.
Moody's made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #164 holding.
WestEnd Advisors first reported a position in Moody's in Q4 2021 and has held it in 11 quarters since.
1,410 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.