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Bartlett & Co Wealth Management’s Moody's MCO Stock Holding History

Bartlett & Co 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
Q1 		$657K Sell
1,462
-2
-0.1% -$946 0.01% 311
2025
Q4 		$748K Sell
1,464
-161
-10% -$78.6K 0.01% 292
2025
Q3 		$774K Buy
1,625
+1
+0.1% +$504 0.01% 286
2025
Q2 		$815K Sell
1,624
-1
-0.1% -$463 0.01% 277
2025
Q1 		$757K Buy
1,625
+1
+0.1% +$482 0.01% 280
2024
Q4 		$769K Hold
1,624
– – 0.01% 283
2024
Q3 		$771K Hold
1,624
– – 0.01% 286
2024
Q2 		$684K Sell
1,624
-1
-0.1% -$398 0.01% 289
2024
Q1 		$639K Buy
1,625
+1
+0.1% +$386 0.01% 301
2023
Q4 		$634K Sell
1,624
-575
-26% -$200K 0.01% 316
2023
Q3 		$695K Hold
2,199
– – 0.01% 300
2023
Q2 		$765K Hold
2,199
– – 0.01% 301
2023
Q1 		$673K Hold
2,199
– – 0.01% 256
2022
Q4 		$613K Sell
2,199
-405
-16% -$111K 0.01% 266
2022
Q3 		$633K Sell
2,604
-10
-0.4% -$2.9K 0.01% 252
2022
Q2 		$711K Buy
2,614
+64
+3% +$19.1K 0.01% 243
2022
Q1 		$694K Hold
2,550
– – 0.01% 259
2021
Q4 		$996K Hold
2,550
– – 0.02% 233
2021
Q3 		$906K Sell
2,550
-9
-0.4% -$3.39K 0.02% 212
2021
Q2 		$927K Hold
2,559
– – 0.02% 213
2021
Q1 		$764K Hold
2,559
– – 0.02% 223
2020
Q4 		$743K Buy
2,559
+9
+0.4% +$2.52K 0.02% 222
2020
Q3 		$739K Hold
2,550
– – 0.02% 215
2020
Q2 		$701K Hold
2,550
– – 0.02% 213
2020
Q1 		$539K Hold
2,550
– – 0.02% 222
2019
Q4 		$605K Hold
2,550
– – 0.01% 246
2019
Q3 		$522K Buy
+2,550
New +$535K 0.01% 248

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
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

Bartlett & Co Wealth Management's MCO Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Moody's (MCO) stake by 0.14% in Q1 2026, selling an estimated $946 and leaving 1,462 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #311.

Bartlett & Co Wealth Management first reported a position in MCO in Q3 2019 and has held it in 27 quarters since. The position peaked at $996K in Q4 2021. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Bartlett & Co Wealth Management held 1,462 shares of Moody's worth $657K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 2 Moody's shares in Q1 2026, an estimated $946.
  • Moody's made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #311 holding.
  • Bartlett & Co Wealth Management first reported a position in Moody's in Q3 2019 and has held it in 27 quarters since.
  • Bartlett & Co Wealth Management's Moody's position peaked at $996K in Q4 2021.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.