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Birchwood Financial Partners’s Moody's MCO Stock Holding History

Birchwood Financial 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 		$22.6K Hold
50
– – 0.02% 232
2026
Q1 		$21.8K Hold
50
– – 0.02% 227
2025
Q4 		$25.5K Buy
+50
New +$24.4K 0.03% 223

Other funds holding MCO

Berkshire Hathaway
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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

Birchwood Financial Partners's MCO Position: Q2 2026 in Review

Birchwood Financial Partners held its Moody's (MCO) position steady in Q2 2026 at 50 shares worth $22.6K. The position accounts for 0.02% of the portfolio, ranked #232.

Birchwood Financial Partners first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.5K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Birchwood Financial Partners held 50 shares of Moody's worth $22.6K as of Q2 2026.
  • Birchwood Financial Partners left its Moody's share count unchanged in Q2 2026.
  • Moody's made up 0.02% of Birchwood Financial Partners's portfolio in Q2 2026, its #232 holding.
  • Birchwood Financial Partners first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Moody's position peaked at $25.5K in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.