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World Investment Advisors’s Moody's MCO Stock Holding History

World Investment 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 		$712K Sell
1,597
-56
-3% -$25.1K 0.01% 818
2026
Q1 		$721K Sell
1,653
-82
-5% -$38.8K 0.01% 825
2025
Q4 		$886K Buy
1,735
+1,176
+210% +$574K 0.01% 733
2025
Q3 		$266K Buy
559
+159
+40% +$80.2K 0.01% 1047
2025
Q2 		$201K Buy
+400
New +$185K ﹤0.01% 1082

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

World Investment Advisors's MCO Position: Q2 2026 in Review

World Investment Advisors reduced its Moody's (MCO) stake by 3.4% in Q2 2026, selling an estimated $25.1K and leaving 1,597 shares worth $712K. The position accounts for 0.01% of the portfolio, ranked #818.

World Investment Advisors first reported a position in MCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $886K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • World Investment Advisors held 1,597 shares of Moody's worth $712K as of Q2 2026.
  • World Investment Advisors sold 56 Moody's shares in Q2 2026, an estimated $25.1K.
  • Moody's made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #818 holding.
  • World Investment Advisors first reported a position in Moody's in Q2 2025 and has held it in 5 quarters since.
  • World Investment Advisors's Moody's position peaked at $886K in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.