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Bogart Wealth LLC’s Moody's MCO Stock Holding History

Bogart Wealth LLC’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 		$31.3K Buy
69
+4
+6% +$1.8K ﹤0.01% 663
2026
Q1 		$28.4K Buy
65
+3
+5% +$1.42K ﹤0.01% 628
2025
Q4 		$31.7K Buy
62
+3
+5% +$1.46K ﹤0.01% 576
2025
Q3 		$28.1K Buy
59
+3
+5% +$1.51K ﹤0.01% 580
2025
Q2 		$28.1K Buy
56
+1
+2% +$463 ﹤0.01% 561
2025
Q1 		$25.6K Sell
55
-3
-5% -$1.45K ﹤0.01% 531
2024
Q4 		$27.5K Buy
58
+4
+7% +$1.91K ﹤0.01% 514
2024
Q3 		$25.6K Hold
54
– – ﹤0.01% 516
2024
Q2 		$22.7K Hold
54
– – ﹤0.01% 514
2024
Q1 		$21.2K Hold
54
– – ﹤0.01% 505
2023
Q4 		$21.1K Buy
54
+42
+350% +$14.6K ﹤0.01% 498
2023
Q3 		$3.79K Hold
12
– – ﹤0.01% 785
2023
Q2 		$4.17K Hold
12
– – ﹤0.01% 755
2023
Q1 		$3.67K Buy
+12
New +$3.63K ﹤0.01% 790

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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

Bogart Wealth LLC's MCO Position: Q2 2026 in Review

Bogart Wealth LLC increased its Moody's (MCO) stake by 6.2% in Q2 2026, buying an estimated $1.8K and bringing the position to 69 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Bogart Wealth LLC first reported a position in MCO in Q1 2023 and has held it in 14 quarters since. The position peaked at $31.7K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Bogart Wealth LLC held 69 shares of Moody's worth $31.3K as of Q2 2026.
  • Bogart Wealth LLC bought 4 Moody's shares in Q2 2026, an estimated $1.8K.
  • Moody's made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #663 holding.
  • Bogart Wealth LLC first reported a position in Moody's in Q1 2023 and has held it in 14 quarters since.
  • Bogart Wealth LLC's Moody's position peaked at $31.7K in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.