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

Connecticut 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 Q1	$5.21M	Sell	11,947 -4,863	-29%	-$2.3M	0.22%	52
2025 Q4	$8.59M	Buy	16,810 +2,606	+18%	+$1.27M	0.37%	41
2025 Q3	$6.77M	Hold	14,204	–	–	0.3%	48
2025 Q2	$7.12M	Sell	14,204 -9	-0.1%	-$4.17K	0.34%	41
2025 Q1	$6.62M	Hold	14,213	–	–	0.35%	46
2024 Q4	$6.73M	Buy	14,213 +9	+0.1%	+$4.29K	0.33%	38
2024 Q3	$6.74M	Sell	14,204 -16,855	-54%	-$7.81M	0.33%	48
2024 Q2	$13.1M	Buy	+31,059	New	+$12.4M	0.67%	29

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Connecticut Wealth Management's MCO Position: Q1 2026 in Review

Connecticut Wealth Management reduced its Moody's (MCO) stake by 29% in Q1 2026, selling an estimated $2.3M and leaving 11,947 shares worth $5.21M. The position accounts for 0.22% of the portfolio, ranked #52.

Connecticut Wealth Management first reported a position in MCO in Q2 2024 and has held it in 8 quarters since. The position peaked at $13.1M in Q2 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Connecticut Wealth Management held 11,947 shares of Moody's worth $5.21M as of Q1 2026.
Connecticut Wealth Management sold 4,863 Moody's shares in Q1 2026, an estimated $2.3M.
Moody's made up 0.22% of Connecticut Wealth Management's portfolio in Q1 2026, its #52 holding.
Connecticut Wealth Management first reported a position in Moody's in Q2 2024 and has held it in 8 quarters since.
Connecticut Wealth Management's Moody's position peaked at $13.1M in Q2 2024.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.