Corient Private Wealth
MCO icon

Corient Private Wealth’s Moody's MCO Stock Holding History

Corient 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
Q1 		$11.5M Sell
26,915
-118,480
-81% -$56M 0.02% 578
2025
Q4 		$70.9M Buy
145,395
+73,242
+102% +$35.7M 0.05% 304
2025
Q3 		$34.4M Sell
72,153
-128,037
-64% -$64.5M 0.05% 290
2025
Q2 		$100M Buy
200,190
+93,244
+87% +$43.2M 0.13% 155
2025
Q1 		$49.8M Buy
106,946
+1,733
+2% +$835K 0.08% 222
2024
Q4 		$49.8M Sell
105,213
-7,665
-7% -$3.66M 0.08% 227
2024
Q3 		$53.6M Buy
112,878
+5,472
+5% +$2.54M 0.08% 227
2024
Q2 		$45.2M Buy
107,406
+7,678
+8% +$3.05M 0.08% 237
2024
Q1 		$39.2M Buy
99,728
+23,604
+31% +$9.1M 0.07% 273
2023
Q4 		$29.7M Buy
76,124
+52,073
+217% +$18.1M 0.05% 312
2023
Q3 		$7.61M Buy
24,051
+239
+1% +$81.3K 0.02% 538
2023
Q2 		$8.28M Buy
23,812
+724
+3% +$230K 0.02% 499
2023
Q1 		$7.06M Buy
23,088
+5,302
+30% +$1.6M 0.02% 499
2022
Q4 		$4.96M Buy
+17,786
New +$4.86M 0.02% 505

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
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

Corient Private Wealth's MCO Position: Q1 2026 in Review

Corient Private Wealth reduced its Moody's (MCO) stake by 81% in Q1 2026, selling an estimated $56M and leaving 26,915 shares worth $11.5M. The position accounts for 0.02% of the portfolio, ranked #578.

Corient Private Wealth first reported a position in MCO in Q4 2022 and has held it in 14 quarters since. The position peaked at $100M in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Corient Private Wealth held 26,915 shares of Moody's worth $11.5M as of Q1 2026.
  • Corient Private Wealth sold 118,480 Moody's shares in Q1 2026, an estimated $56M.
  • Moody's made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #578 holding.
  • Corient Private Wealth first reported a position in Moody's in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Moody's position peaked at $100M in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.