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Whipplewood Advisors’s Moody's MCO Stock Holding History

Whipplewood 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 		$5.89K Sell
13
-46
-78% -$20.7K ﹤0.01% 301
2026
Q1 		$25.7K Buy
59
+56
+1,867% +$26.5K 0.01% 354
2025
Q4 		$1.53K Buy
+3
New +$1.46K ﹤0.01% 365
2025
Q3 		– Sell
-123
Closed -$61.7K – 822
2025
Q2 		$61.7K Sell
123
-141
-53% -$65.3K 0.03% 289
2025
Q1 		$60.5K Buy
264
+109
+70% +$52.5K 0.04% 280
2024
Q4 		$73.4K Buy
+155
New +$74K 0.04% 262

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's MCO Position: Q2 2026 in Review

Whipplewood Advisors reduced its Moody's (MCO) stake by 78% in Q2 2026, selling an estimated $20.7K and leaving 13 shares worth $5.89K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Whipplewood Advisors first reported a position in MCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $73.4K in Q4 2024. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Whipplewood Advisors held 13 shares of Moody's worth $5.89K as of Q2 2026.
  • Whipplewood Advisors sold 46 Moody's shares in Q2 2026, an estimated $20.7K.
  • Moody's made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #301 holding.
  • Whipplewood Advisors first reported a position in Moody's in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Moody's position peaked at $73.4K in Q4 2024.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.