Baldwin Wealth Partners’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-657
| Closed | -$336K | – | 241 |
|
|
2025
Q4 | $336K | Hold |
657
| – | – | 0.02% | 187 |
|
|
2025
Q3 | $313K | Hold |
657
| – | – | 0.02% | 192 |
|
|
2025
Q2 | $330K | Hold |
657
| – | – | 0.02% | 176 |
|
|
2025
Q1 | $306K | Sell |
657
-158
| -19% | -$76.1K | 0.02% | 180 |
|
|
2024
Q4 | $386K | Hold |
815
| – | – | 0.03% | 170 |
|
|
2024
Q3 | $387K | Hold |
815
| – | – | 0.03% | 235 |
|
|
2024
Q2 | $343K | Hold |
815
| – | – | 0.03% | 166 |
|
|
2024
Q1 | $320K | Hold |
815
| – | – | 0.02% | 178 |
|
|
2023
Q4 | $318K | Hold |
815
| – | – | 0.03% | 180 |
|
|
2023
Q3 | $258K | Hold |
815
| – | – | 0.02% | 201 |
|
|
2023
Q2 | $283K | Hold |
815
| – | – | 0.02% | 207 |
|
|
2023
Q1 | $249K | Hold |
815
| – | – | 0.02% | 219 |
|
|
2022
Q4 | $227K | Hold |
815
| – | – | 0.02% | 221 |
|
|
2022
Q3 | $198K | Hold |
815
| – | – | 0.03% | 172 |
|
|
2022
Q2 | $222K | Hold |
815
| – | – | 0.03% | 168 |
|
|
2022
Q1 | $275K | Hold |
815
| – | – | 0.03% | 174 |
|
|
2021
Q4 | $318K | Hold |
815
| – | – | 0.03% | 163 |
|
|
2021
Q3 | $289K | Hold |
815
| – | – | 0.03% | 168 |
|
|
2021
Q2 | $295K | Hold |
815
| – | – | 0.03% | 159 |
|
|
2021
Q1 | $243K | Hold |
815
| – | – | 0.03% | 168 |
|
|
2020
Q4 | $237K | Hold |
815
| – | – | 0.03% | 157 |
|
|
2020
Q3 | $236K | Hold |
815
| – | – | 0.03% | 148 |
|
|
2020
Q2 | $224K | Hold |
815
| – | – | 0.03% | 149 |
|
|
2020
Q1 | $172K | Hold |
815
| – | – | 0.03% | 159 |
|
|
2019
Q4 | $193K | Hold |
815
| – | – | 0.03% | 184 |
|
|
2019
Q3 | $167K | Hold |
815
| – | – | 0.03% | 186 |
|
|
2019
Q2 | $159K | Hold |
815
| – | – | 0.02% | 211 |
|
|
2019
Q1 | $148K | Hold |
815
| – | – | 0.02% | 213 |
|
|
2018
Q4 | $114K | Hold |
815
| – | – | 0.02% | 223 |
|
|
2018
Q3 | $136K | Hold |
815
| – | – | 0.02% | 227 |
|
|
2018
Q2 | $139K | Hold |
815
| – | – | 0.02% | 226 |
|
|
2018
Q1 | $131K | Hold |
815
| – | – | 0.02% | 219 |
|
|
2017
Q4 | $120K | Hold |
815
| – | – | 0.02% | 233 |
|
|
2017
Q3 | $113K | Hold |
815
| – | – | 0.02% | 227 |
|
|
2017
Q2 | $99K | Hold |
815
| – | – | 0.02% | 239 |
|
|
2017
Q1 | $91K | Hold |
815
| – | – | 0.02% | 244 |
|
|
2016
Q4 | $77K | Hold |
815
| – | – | 0.01% | 256 |
|
|
2016
Q3 | $88K | Buy |
+815
| New | +$85.7K | 0.02% | 246 |
|
Other funds holding MCO
VCM
VPM
PAM
Baldwin Wealth Partners's MCO Position: Q1 2026 in Review
Baldwin Wealth Partners sold out of Moody's (MCO) in Q1 2026, closing a stake of 657 shares — an estimated $336K sold.
Baldwin Wealth Partners first reported a position in MCO in Q3 2016 and held it in 38 quarters. The position peaked at $387K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Baldwin Wealth Partners reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
- Baldwin Wealth Partners sold 657 Moody's shares in Q1 2026, an estimated $336K.
- Baldwin Wealth Partners first reported a position in Moody's in Q3 2016 and held it in 38 quarters.
- Baldwin Wealth Partners's Moody's position peaked at $387K in Q3 2024.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Baldwin Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.