Atlantic Edge Private Wealth Management’s Moody's MCO Stock Holding History

Atlantic Edge Private 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	$19.5K	Hold	43	–	–	﹤0.01%	352
2026 Q1	$18.8K	Hold	43	–	–	﹤0.01%	326
2025 Q4	$22K	Hold	43	–	–	0.01%	303
2025 Q3	$20.5K	Hold	43	–	–	0.01%	303
2025 Q2	$21.6K	Hold	43	–	–	0.01%	292
2025 Q1	$20K	Buy	+43	New	+$20.7K	0.01%	283

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Atlantic Edge Private Wealth Management's MCO Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Moody's (MCO) position steady in Q2 2026 at 43 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Atlantic Edge Private Wealth Management first reported a position in MCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $22K in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Atlantic Edge Private Wealth Management held 43 shares of Moody's worth $19.5K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Moody's share count unchanged in Q2 2026.
Moody's made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #352 holding.
Atlantic Edge Private Wealth Management first reported a position in Moody's in Q1 2025 and has held it in 6 quarters since.
Atlantic Edge Private Wealth Management's Moody's position peaked at $22K in Q4 2025.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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