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Compass Wealth Management’s Moody's MCO Stock Holding History

Compass 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 		$1.78M Buy
+3,934
New +$1.77M 0.34% 74
2025
Q2 		– Sell
-102
Closed -$47.5K – 297
2025
Q1 		$47.5K Hold
102
– – 0.01% 248
2024
Q4 		$48.3K Hold
102
– – 0.01% 248
2024
Q3 		$48.4K Hold
102
– – 0.01% 253
2024
Q2 		$42.9K Hold
102
– – 0.01% 263
2024
Q1 		$40.1K Hold
102
– – 0.01% 269
2023
Q4 		$39.8K Hold
102
– – 0.01% 262
2023
Q3 		$32.3K Hold
102
– – 0.01% 277
2023
Q2 		$35.5K Hold
102
– – 0.01% 277
2023
Q1 		$31.2K Hold
102
– – 0.01% 289
2022
Q4 		$28.4K Buy
+102
New +$27.9K 0.01% 288

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 $3.38T AUM 44.17% 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

Compass Wealth Management's MCO Position: Q2 2026 in Review

Compass Wealth Management opened a new position in Moody's (MCO) in Q2 2026: 3,934 shares worth $1.78M. The stake represents 0.34% of the portfolio and ranks #74 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in MCO as recently as Q1 2025.

Compass Wealth Management first reported a position in MCO in Q4 2022 and has held it in 11 quarters since. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Compass Wealth Management held 3,934 shares of Moody's worth $1.78M as of Q2 2026.
  • Moody's was a new Compass Wealth Management position in Q2 2026.
  • Moody's made up 0.34% of Compass Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Compass Wealth Management first reported a position in Moody's in Q4 2022 and has held it in 11 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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