Ashton Thomas Private Wealth’s Moody's MCO Stock Holding History

Ashton Thomas Private Wealth’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	$456K	Buy	1,046 +204	+24%	+$96.5K	0.01%	748
2025 Q4	$430K	Buy	842 +10	+1%	+$4.88K	0.01%	709
2025 Q3	$396K	Buy	832 +34	+4%	+$17.1K	0.01%	694
2025 Q2	$400K	Buy	798 +57	+8%	+$26.4K	0.01%	626
2025 Q1	$345K	Buy	741 +144	+24%	+$69.4K	0.01%	630
2024 Q4	$283K	Buy	+597	New	+$285K	0.01%	651
2024 Q3	–	Sell	-212	Closed	-$89.2K	–	1329
2024 Q2	$89.2K	Sell	212 -385	-64%	-$153K	﹤0.01%	783
2024 Q1	$235K	Sell	597 -36	-6%	-$13.9K	0.01%	545
2023 Q4	$247K	Buy	+633	New	+$220K	0.02%	524
2023 Q3	–	Sell	-617	Closed	-$215K	–	587
2023 Q2	$215K	Buy	+617	New	+$196K	0.02%	543

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

Ashton Thomas Private Wealth's MCO Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Moody's (MCO) stake by 24% in Q1 2026, buying an estimated $96.5K and bringing the position to 1,046 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #748.

Ashton Thomas Private Wealth first reported a position in MCO in Q2 2023 and has held it in 10 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Ashton Thomas Private Wealth held 1,046 shares of Moody's worth $456K as of Q1 2026.
Ashton Thomas Private Wealth bought 204 Moody's shares in Q1 2026, an estimated $96.5K.
Moody's made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #748 holding.
Ashton Thomas Private Wealth first reported a position in Moody's in Q2 2023 and has held it in 10 quarters since.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.