AWM
MCO icon

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

Apollon 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 		$2.73M Buy
6,026
+321
+6% +$144K 0.03% 427
2026
Q1 		$2.49M Buy
5,705
+281
+5% +$133K 0.04% 343
2025
Q4 		$2.77M Buy
5,424
+47
+0.9% +$22.9K 0.05% 307
2025
Q3 		$2.56M Buy
5,377
+194
+4% +$97.8K 0.05% 329
2025
Q2 		$2.6M Buy
5,183
+152
+3% +$70.4K 0.05% 305
2025
Q1 		$2.34M Buy
5,031
+417
+9% +$201K 0.05% 295
2024
Q4 		$2.18M Buy
4,614
+176
+4% +$84K 0.05% 322
2024
Q3 		$2.11M Sell
4,438
-274
-6% -$127K 0.06% 297
2024
Q2 		$1.98M Buy
4,712
+376
+9% +$150K 0.06% 293
2024
Q1 		$1.7M Sell
4,336
-115
-3% -$44.3K 0.05% 326
2023
Q4 		$1.74M Buy
4,451
+1,499
+51% +$521K 0.06% 297
2023
Q3 		$933K Sell
2,952
-489
-14% -$166K 0.05% 374
2023
Q2 		$1.2M Buy
3,441
+80
+2% +$25.4K 0.06% 345
2023
Q1 		$1.03M Sell
3,361
-114
-3% -$34.4K 0.06% 320
2022
Q4 		$968K Buy
3,475
+228
+7% +$62.4K 0.07% 309
2022
Q3 		$789K Buy
3,247
+453
+16% +$132K 0.07% 323
2022
Q2 		$760K Buy
2,794
+156
+6% +$46.7K 0.06% 328
2022
Q1 		$890K Buy
2,638
+64
+2% +$21.5K 0.06% 314
2021
Q4 		$1M Buy
2,574
+1,617
+169% +$624K 0.08% 276
2021
Q3 		$340K Buy
+957
New +$361K 0.05% 324
2020
Q3 		– Sell
-46
Closed -$13K – 469
2020
Q2 		$13K Buy
+46
New +$11.7K 0.01% 457

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

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

Apollon Wealth Management increased its Moody's (MCO) stake by 5.6% in Q2 2026, buying an estimated $144K and bringing the position to 6,026 shares worth $2.73M. The position accounts for 0.03% of the portfolio, ranked #427.

Apollon Wealth Management first reported a position in MCO in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.77M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Apollon Wealth Management held 6,026 shares of Moody's worth $2.73M as of Q2 2026.
  • Apollon Wealth Management bought 321 Moody's shares in Q2 2026, an estimated $144K.
  • Moody's made up 0.03% of Apollon Wealth Management's portfolio in Q2 2026, its #427 holding.
  • Apollon Wealth Management first reported a position in Moody's in Q2 2020 and has held it in 21 quarters since.
  • Apollon Wealth Management's Moody's position peaked at $2.77M in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.