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Cornerstone Wealth Group’s Moody's MCO Stock Holding History

Cornerstone Wealth Group’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 		$234K Buy
+516
New +$232K 0.01% 438
2026
Q1 		– Sell
-451
Closed -$230K – 460
2025
Q4 		$230K Buy
451
+3
+0.7% +$1.46K 0.02% 345
2025
Q3 		$214K Buy
448
+13
+3% +$6.55K 0.01% 322
2025
Q2 		$218K Buy
+435
New +$201K 0.02% 301
2020
Q4 		– Sell
-762
Closed -$221K – 168
2020
Q3 		$221K Hold
762
– – 0.06% 121
2020
Q2 		$209K Buy
+762
New +$194K 0.05% 116

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

Cornerstone Wealth Group's MCO Position: Q2 2026 in Review

Cornerstone Wealth Group opened a new position in Moody's (MCO) in Q2 2026: 516 shares worth $234K. The stake represents 0.01% of the portfolio and ranks #438 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in MCO as recently as Q4 2025.

Cornerstone Wealth Group first reported a position in MCO in Q2 2020 and has held it in 6 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Cornerstone Wealth Group held 516 shares of Moody's worth $234K as of Q2 2026.
  • Moody's was a new Cornerstone Wealth Group position in Q2 2026.
  • Moody's made up 0.01% of Cornerstone Wealth Group's portfolio in Q2 2026, its #438 holding.
  • Cornerstone Wealth Group first reported a position in Moody's in Q2 2020 and has held it in 6 quarters since.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.