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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
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 $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

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

Apollon Wealth Management increased its Moody's (MCO) stake by 5.2% in Q1 2026, buying an estimated $133K and bringing the position to 5,705 shares worth $2.49M. The position accounts for 0.04% of the portfolio, ranked #343.

Apollon Wealth Management first reported a position in MCO in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.77M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Apollon Wealth Management held 5,705 shares of Moody's worth $2.49M as of Q1 2026.
  • Apollon Wealth Management bought 281 Moody's shares in Q1 2026, an estimated $133K.
  • Moody's made up 0.04% of Apollon Wealth Management's portfolio in Q1 2026, its #343 holding.
  • Apollon Wealth Management first reported a position in Moody's in Q2 2020 and has held it in 20 quarters since.
  • Apollon Wealth Management's Moody's position peaked at $2.77M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.