Bay Harbor Wealth Management’s Moody's MCO Stock Holding History

Bay Harbor 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	$10.9K	Buy	24 +7	+41%	+$3.14K	﹤0.01%	273
2026 Q1	$7.42K	Buy	17 +3	+21%	+$1.42K	﹤0.01%	278
2025 Q4	$7.15K	Buy	14 +6	+75%	+$2.93K	﹤0.01%	219
2025 Q3	$3.81K	Buy	8 +1	+14%	+$504	﹤0.01%	243
2025 Q2	$3.51K	Buy	7 +3	+75%	+$1.39K	﹤0.01%	209
2025 Q1	$1.86K	Buy	+4	New	+$1.93K	﹤0.01%	198

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

Bay Harbor Wealth Management's MCO Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Moody's (MCO) stake by 41% in Q2 2026, buying an estimated $3.14K and bringing the position to 24 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Bay Harbor Wealth Management first reported a position in MCO in Q1 2025 and has held it in 6 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Bay Harbor Wealth Management held 24 shares of Moody's worth $10.9K as of Q2 2026.
Bay Harbor Wealth Management bought 7 Moody's shares in Q2 2026, an estimated $3.14K.
Moody's made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #273 holding.
Bay Harbor Wealth Management first reported a position in Moody's in Q1 2025 and has held it in 6 quarters since.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.