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MCO icon

Xponance’s Moody's MCO Stock Holding History

Xponance’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 		$16.2M Sell
35,791
-9,550
-21% -$4.29M 0.1% 161
2026
Q1 		$19.8M Buy
45,341
+3,720
+9% +$1.76M 0.14% 115
2025
Q4 		$21.3M Buy
41,621
+1,470
+4% +$717K 0.16% 98
2025
Q3 		$19.1M Buy
40,151
+405
+1% +$204K 0.15% 104
2025
Q2 		$19.9M Sell
39,746
-7,841
-16% -$3.63M 0.17% 96
2025
Q1 		$22.2M Buy
47,587
+61
+0.1% +$29.4K 0.21% 77
2024
Q4 		$22.5M Buy
47,526
+2,320
+5% +$1.11M 0.21% 71
2024
Q3 		$21.5M Sell
45,206
-6,783
-13% -$3.14M 0.21% 79
2024
Q2 		$21.9M Buy
51,989
+905
+2% +$360K 0.22% 72
2024
Q1 		$20.1M Buy
51,084
+4,074
+9% +$1.57M 0.21% 81
2023
Q4 		$18.4M Sell
47,010
-293
-0.6% -$102K 0.22% 81
2023
Q3 		$15M Sell
47,303
-264
-0.6% -$89.8K 0.2% 83
2023
Q2 		$16.5M Sell
47,567
-336
-0.7% -$107K 0.22% 77
2023
Q1 		$14.7M Buy
47,903
+13,338
+39% +$4.03M 0.21% 85
2022
Q4 		$9.63M Buy
34,565
+3,445
+11% +$942K 0.16% 123
2022
Q3 		$7.57M Buy
31,120
+2,174
+8% +$632K 0.15% 127
2022
Q2 		$7.87M Buy
28,946
+1,678
+6% +$502K 0.16% 117
2022
Q1 		$9.2M Buy
27,268
+550
+2% +$185K 0.15% 116
2021
Q4 		$10.4M Buy
26,718
+2,692
+11% +$1.04M 0.16% 102
2021
Q3 		$8.53M Sell
24,026
-710
-3% -$268K 0.16% 112
2021
Q2 		$8.96M Buy
24,736
+977
+4% +$325K 0.16% 108
2021
Q1 		$7.09M Sell
23,759
-12,943
-35% -$3.64M 0.15% 126
2020
Q4 		$10.7M Sell
36,702
-156
-0.4% -$43.6K 0.23% 76
2020
Q3 		$10.7M Sell
36,858
-2,898
-7% -$827K 0.26% 70
2020
Q2 		$10.9M Buy
+39,756
New +$10.1M 0.28% 67

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

Xponance's MCO Position: Q2 2026 in Review

Xponance reduced its Moody's (MCO) stake by 21% in Q2 2026, selling an estimated $4.29M and leaving 35,791 shares worth $16.2M. The position accounts for 0.1% of the portfolio, ranked #161.

Xponance first reported a position in MCO in Q2 2020 and has held it in 25 quarters since. The position peaked at $22.5M in Q4 2024. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Xponance held 35,791 shares of Moody's worth $16.2M as of Q2 2026.
  • Xponance sold 9,550 Moody's shares in Q2 2026, an estimated $4.29M.
  • Moody's made up 0.1% of Xponance's portfolio in Q2 2026, its #161 holding.
  • Xponance first reported a position in Moody's in Q2 2020 and has held it in 25 quarters since.
  • Xponance's Moody's position peaked at $22.5M in Q4 2024.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.