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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
Q2 		$1.87M Buy
4,126
+119
+3% +$53.4K 0.09% 101
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 $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

Angeles Wealth Management's MCO Position: Q2 2026 in Review

Angeles Wealth Management increased its Moody's (MCO) stake by 3% in Q2 2026, buying an estimated $53.4K and bringing the position to 4,126 shares worth $1.87M. The position accounts for 0.09% of the portfolio, ranked #101.

Angeles Wealth Management first reported a position in MCO in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.06M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Angeles Wealth Management held 4,126 shares of Moody's worth $1.87M as of Q2 2026.
  • Angeles Wealth Management bought 119 Moody's shares in Q2 2026, an estimated $53.4K.
  • Moody's made up 0.09% of Angeles Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Angeles Wealth Management first reported a position in Moody's in Q1 2022 and has held it in 18 quarters since.
  • Angeles Wealth Management's Moody's position peaked at $2.06M in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.