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Accretive Wealth Partners’s Moody's MCO Stock Holding History

Accretive Wealth Partners’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 		$1.31M Buy
2,903
+72
+3% +$32.3K 0.32% 78
2026
Q1 		$1.24M Buy
2,831
+26
+0.9% +$12.3K 0.35% 79
2025
Q4 		$1.43M Sell
2,805
-8
-0.3% -$3.9K 0.43% 69
2025
Q3 		$1.34M Buy
2,813
+60
+2% +$30.2K 0.41% 74
2025
Q2 		$1.38M Buy
2,753
+24
+0.9% +$11.1K 0.45% 69
2025
Q1 		$1.26M Buy
2,729
+198
+8% +$95.4K 0.45% 71
2024
Q4 		$1.2M Sell
2,531
-32
-1% -$15.3K 0.51% 66
2024
Q3 		$1.22M Sell
2,563
-28
-1% -$13K 0.51% 67
2024
Q2 		$1.09M Sell
2,591
-13
-0.5% -$5.17K 0.46% 70
2024
Q1 		$991K Sell
2,604
-33
-1% -$12.7K 0.44% 72
2023
Q4 		$1.03M Sell
2,637
-13
-0.5% -$4.52K 0.49% 69
2023
Q3 		$838K Buy
2,650
+30
+1% +$10.2K 0.5% 64
2023
Q2 		$911K Buy
2,620
+114
+5% +$36.1K 0.54% 65
2023
Q1 		$767K Buy
2,506
+64
+3% +$19.3K 0.49% 68
2022
Q4 		$680K Buy
2,442
+91
+4% +$24.9K 0.47% 69
2022
Q3 		$572K Buy
2,351
+8
+0.3% +$2.32K 0.44% 76
2022
Q2 		$637K Sell
2,343
-182
-7% -$54.4K 0.46% 72
2022
Q1 		$852K Buy
2,525
+49
+2% +$16.5K 0.53% 68
2021
Q4 		$967K Buy
2,476
+64
+3% +$24.7K 0.62% 61
2021
Q3 		$856K Buy
2,412
+86
+4% +$32.4K 0.6% 67
2021
Q2 		$843K Buy
2,326
+160
+7% +$53.3K 0.61% 68
2021
Q1 		$647K Buy
2,166
+310
+17% +$87.3K 0.58% 77
2020
Q4 		$539K Buy
+1,856
New +$519K 0.53% 87

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

Accretive Wealth Partners's MCO Position: Q2 2026 in Review

Accretive Wealth Partners increased its Moody's (MCO) stake by 2.5% in Q2 2026, buying an estimated $32.3K and bringing the position to 2,903 shares worth $1.31M. The position accounts for 0.32% of the portfolio, ranked #78.

Accretive Wealth Partners first reported a position in MCO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.43M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Accretive Wealth Partners held 2,903 shares of Moody's worth $1.31M as of Q2 2026.
  • Accretive Wealth Partners bought 72 Moody's shares in Q2 2026, an estimated $32.3K.
  • Moody's made up 0.32% of Accretive Wealth Partners's portfolio in Q2 2026, its #78 holding.
  • Accretive Wealth Partners first reported a position in Moody's in Q4 2020 and has held it in 23 quarters since.
  • Accretive Wealth Partners's Moody's position peaked at $1.43M in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.