CCWM
MCO icon

Cassaday & Co Wealth Management’s Moody's MCO Stock Holding History

Cassaday & Co 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 		$5.44K Sell
12
-9
-43% -$4.04K ﹤0.01% 938
2026
Q1 		$9.16K Buy
+21
New +$9.93K ﹤0.01% 891

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

Cassaday & Co Wealth Management's MCO Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Moody's (MCO) stake by 43% in Q2 2026, selling an estimated $4.04K and leaving 12 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Cassaday & Co Wealth Management first reported a position in MCO in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.16K in Q1 2026. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Cassaday & Co Wealth Management held 12 shares of Moody's worth $5.44K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 9 Moody's shares in Q2 2026, an estimated $4.04K.
  • Moody's made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #938 holding.
  • Cassaday & Co Wealth Management first reported a position in Moody's in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Moody's position peaked at $9.16K in Q1 2026.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.