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

Balboa 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	$295K	Buy	675 +1	+0.1%	+$473	0.05%	315
2025 Q4	$344K	Sell	674 -68	-9%	-$33.2K	0.06%	256
2025 Q3	$354K	Buy	742 +18	+2%	+$9.07K	0.06%	241
2025 Q2	$363K	Sell	724 -87	-11%	-$40.3K	0.07%	210
2025 Q1	$378K	Buy	811 +5	+0.6%	+$2.41K	0.09%	162
2024 Q4	$382K	Buy	806 +3	+0.4%	+$1.43K	0.09%	170
2024 Q3	$381K	Sell	803 -1	-0.1%	-$463	0.09%	165
2024 Q2	$338K	Buy	804 +35	+5%	+$13.9K	0.09%	175
2024 Q1	$302K	Sell	769 -180	-19%	-$69.4K	0.09%	167
2023 Q4	$371K	Sell	949 -11	-1%	-$3.82K	0.12%	136
2023 Q3	$303K	Buy	960 +126	+15%	+$42.9K	0.11%	151
2023 Q2	$290K	Sell	834 -129	-13%	-$40.9K	0.1%	164
2023 Q1	$295K	Sell	963 -1,666	-63%	-$503K	0.11%	161
2022 Q4	$732K	Sell	2,629 -1,923	-42%	-$526K	0.33%	71
2022 Q3	$1.11M	Buy	+4,552	New	+$1.32M	0.49%	42

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

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

Balboa Wealth Partners increased its Moody's (MCO) stake by 0.15% in Q1 2026, buying an estimated $473 and bringing the position to 675 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #315.

Balboa Wealth Partners first reported a position in MCO in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.11M in Q3 2022. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Balboa Wealth Partners held 675 shares of Moody's worth $295K as of Q1 2026.
Balboa Wealth Partners bought 1 Moody's share in Q1 2026, an estimated $473.
Moody's made up 0.05% of Balboa Wealth Partners's portfolio in Q1 2026, its #315 holding.
Balboa Wealth Partners first reported a position in Moody's in Q3 2022 and has held it in 15 quarters since.
Balboa Wealth Partners's Moody's position peaked at $1.11M in Q3 2022.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.