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BOK Financial Private Wealth’s Moody's MCO Stock Holding History

BOK Financial Private Wealth’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 		$4.98K Buy
+11
New +$4.94K ﹤0.01% 494
2026
Q1 		– Hold
0
– – – 447
2022
Q2 		– Sell
-1,140
Closed -$385K – 416
2022
Q1 		$385K Buy
1,140
+255
+29% +$85.8K 0.03% 195
2021
Q4 		$346K Buy
885
+95
+12% +$36.6K 0.02% 208
2021
Q3 		$281K Buy
790
+115
+17% +$43.3K 0.02% 201
2021
Q2 		$245K Buy
+675
New +$225K 0.02% 198

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

BOK Financial Private Wealth's MCO Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Moody's (MCO) in Q2 2026: 11 shares worth $4.98K. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in MCO as recently as Q1 2022.

BOK Financial Private Wealth first reported a position in MCO in Q2 2021 and has held it in 5 quarters since. The position peaked at $385K in Q1 2022. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • BOK Financial Private Wealth held 11 shares of Moody's worth $4.98K as of Q2 2026.
  • Moody's was a new BOK Financial Private Wealth position in Q2 2026.
  • Moody's made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #494 holding.
  • BOK Financial Private Wealth first reported a position in Moody's in Q2 2021 and has held it in 5 quarters since.
  • BOK Financial Private Wealth's Moody's position peaked at $385K in Q1 2022.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.