BCS Private Wealth Management’s Moody's MCO Stock Holding History

BCS Private 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	–	Sell	-536	Closed	-$234K	–	207
2026 Q1	$234K	Buy	+536	New	+$254K	0.07%	170

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

BCS Private Wealth Management's MCO Position: Q2 2026 in Review

BCS Private Wealth Management sold out of Moody's (MCO) in Q2 2026, closing a stake of 536 shares — an estimated $234K sold.

BCS Private Wealth Management first reported a position in MCO in Q1 2026 and held it in 1 quarter. The position peaked at $234K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

BCS Private Wealth Management reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
BCS Private Wealth Management sold 536 Moody's shares in Q2 2026, an estimated $234K.
BCS Private Wealth Management first reported a position in Moody's in Q1 2026 and held it in 1 quarter.
BCS Private Wealth Management's Moody's position peaked at $234K in Q1 2026.
1,406 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.