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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
Q2 		$303K Sell
669
-6
-0.9% -$2.69K 0.04% 343
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
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Balboa Wealth Partners's MCO Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Moody's (MCO) stake by 0.89% in Q2 2026, selling an estimated $2.69K and leaving 669 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #343.

Balboa Wealth Partners first reported a position in MCO in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.11M in Q3 2022. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Balboa Wealth Partners held 669 shares of Moody's worth $303K as of Q2 2026.
  • Balboa Wealth Partners sold 6 Moody's shares in Q2 2026, an estimated $2.69K.
  • Moody's made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #343 holding.
  • Balboa Wealth Partners first reported a position in Moody's in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Moody's position peaked at $1.11M in Q3 2022.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.