AWP
MCO icon

Ascent Wealth Partners’s Moody's MCO Stock Holding History

Ascent Wealth Partners’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 		$3.21M Buy
7,369
+133
+2% +$62.9K 0.37% 67
2025
Q4 		$3.7M Buy
7,236
+1,767
+32% +$862K 0.43% 59
2025
Q3 		$2.61M Buy
5,469
+1,562
+40% +$787K 0.3% 70
2025
Q2 		$1.96M Buy
+3,907
New +$1.81M 0.24% 83

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

Ascent Wealth Partners's MCO Position: Q1 2026 in Review

Ascent Wealth Partners increased its Moody's (MCO) stake by 1.8% in Q1 2026, buying an estimated $62.9K and bringing the position to 7,369 shares worth $3.21M. The position accounts for 0.37% of the portfolio, ranked #67.

Ascent Wealth Partners first reported a position in MCO in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.7M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Ascent Wealth Partners held 7,369 shares of Moody's worth $3.21M as of Q1 2026.
  • Ascent Wealth Partners bought 133 Moody's shares in Q1 2026, an estimated $62.9K.
  • Moody's made up 0.37% of Ascent Wealth Partners's portfolio in Q1 2026, its #67 holding.
  • Ascent Wealth Partners first reported a position in Moody's in Q2 2025 and has held it in 4 quarters since.
  • Ascent Wealth Partners's Moody's position peaked at $3.7M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

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