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

Ariadne 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 		$275K Buy
+631
New +$298K 0.12% 183
2025
Q3 		– Sell
-396
Closed -$206K – 252
2025
Q2 		$206K Buy
+396
New +$183K 0.1% 198

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

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

Ariadne Wealth Management opened a new position in Moody's (MCO) in Q1 2026: 631 shares worth $275K. The stake represents 0.12% of the portfolio and ranks #183 among its holdings. This is a return to the name: Ariadne Wealth Management previously reported a position in MCO as recently as Q2 2025.

Ariadne Wealth Management first reported a position in MCO in Q2 2025 and has held it in 2 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Ariadne Wealth Management held 631 shares of Moody's worth $275K as of Q1 2026.
  • Moody's was a new Ariadne Wealth Management position in Q1 2026.
  • Moody's made up 0.12% of Ariadne Wealth Management's portfolio in Q1 2026, its #183 holding.
  • Ariadne Wealth Management first reported a position in Moody's in Q2 2025 and has held it in 2 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.