William Howard & Co Financial Advisors’s Moody's MCO Stock Holding History

William Howard & Co Financial 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	$215K	Hold	475	–	–	0.17%	54
2026 Q1	$207K	Hold	475	–	–	0.18%	52
2025 Q4	$243K	Hold	475	–	–	0.2%	49
2025 Q3	$226K	Hold	475	–	–	0.19%	52
2025 Q2	$238K	Hold	475	–	–	0.21%	50
2025 Q1	$221K	Hold	475	–	–	0.21%	48
2024 Q4	$225K	Hold	475	–	–	0.2%	48
2024 Q3	$225K	Hold	475	–	–	0.19%	48
2024 Q2	$200K	Buy	+475	New	+$189K	0.18%	46

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

William Howard & Co Financial Advisors's MCO Position: Q2 2026 in Review

William Howard & Co Financial Advisors held its Moody's (MCO) position steady in Q2 2026 at 475 shares worth $215K. The position accounts for 0.17% of the portfolio, ranked #54.

William Howard & Co Financial Advisors first reported a position in MCO in Q2 2024 and has held it in 9 quarters since. The position peaked at $243K in Q4 2025. 1,398 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

William Howard & Co Financial Advisors held 475 shares of Moody's worth $215K as of Q2 2026.
William Howard & Co Financial Advisors left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.17% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #54 holding.
William Howard & Co Financial Advisors first reported a position in Moody's in Q2 2024 and has held it in 9 quarters since.
William Howard & Co Financial Advisors's Moody's position peaked at $243K in Q4 2025.
1,398 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.