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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
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 $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

Cornerstone Wealth Group's MCO Position: Q1 2026 in Review

Cornerstone Wealth Group sold out of Moody's (MCO) in Q1 2026, closing a stake of 451 shares — an estimated $230K sold.

Cornerstone Wealth Group first reported a position in MCO in Q2 2020 and held it in 5 quarters. The position peaked at $230K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Cornerstone Wealth Group reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Wealth Group sold 451 Moody's shares in Q1 2026, an estimated $230K.
  • Cornerstone Wealth Group first reported a position in Moody's in Q2 2020 and held it in 5 quarters.
  • Cornerstone Wealth Group's Moody's position peaked at $230K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.