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Angeles Wealth Management’s Moody's MCO Stock Holding History

Angeles Wealth Management’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
Q1 		$1.75M Sell
4,007
-27
-0.7% -$12.8K 0.1% 85
2025
Q4 		$2.06M Buy
4,034
+27
+0.7% +$13.2K 0.11% 72
2025
Q3 		$1.91M Sell
4,007
-68
-2% -$34.3K 0.12% 66
2025
Q2 		$2.04M Buy
4,075
+200
+5% +$92.6K 0.14% 56
2025
Q1 		$1.8M Sell
3,875
-33
-0.8% -$15.9K 0.15% 56
2024
Q4 		$1.85M Buy
3,908
+17
+0.4% +$8.11K 0.15% 55
2024
Q3 		$1.85M Buy
3,891
+20
+0.5% +$9.27K 0.16% 51
2024
Q2 		$1.63M Buy
3,871
+26
+0.7% +$10.3K 0.15% 51
2024
Q1 		$1.51M Buy
3,845
+10
+0.3% +$3.86K 0.15% 53
2023
Q4 		$1.5M Buy
3,835
+88
+2% +$30.6K 0.18% 49
2023
Q3 		$1.18M Buy
3,747
+21
+0.6% +$7.14K 0.17% 51
2023
Q2 		$1.3M Buy
3,726
+29
+0.8% +$9.19K 0.18% 56
2023
Q1 		$1.13M Buy
3,697
+1
+0% +$302 0.17% 62
2022
Q4 		$1.03M Buy
3,696
+5
+0.1% +$1.37K 0.18% 64
2022
Q3 		$897K Buy
3,691
+13
+0.4% +$3.78K 0.18% 63
2022
Q2 		$1M Sell
3,678
-102
-3% -$30.5K 0.2% 58
2022
Q1 		$1.27M Buy
+3,780
New +$1.27M 0.24% 57

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Angeles Wealth Management's MCO Position: Q1 2026 in Review

Angeles Wealth Management reduced its Moody's (MCO) stake by 0.67% in Q1 2026, selling an estimated $12.8K and leaving 4,007 shares worth $1.75M. The position accounts for 0.1% of the portfolio, ranked #85.

Angeles Wealth Management first reported a position in MCO in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.06M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Angeles Wealth Management held 4,007 shares of Moody's worth $1.75M as of Q1 2026.
  • Angeles Wealth Management sold 27 Moody's shares in Q1 2026, an estimated $12.8K.
  • Moody's made up 0.1% of Angeles Wealth Management's portfolio in Q1 2026, its #85 holding.
  • Angeles Wealth Management first reported a position in Moody's in Q1 2022 and has held it in 17 quarters since.
  • Angeles Wealth Management's Moody's position peaked at $2.06M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.