Correct Capital Wealth Management’s Moody's MCO Stock Holding History

Correct Capital 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	$420K	Sell	963 -1	-0.1%	-$473	0.08%	83
2025 Q4	$492K	Hold	964	–	–	0.09%	78
2025 Q3	$459K	Hold	964	–	–	0.08%	89
2025 Q2	$484K	Hold	964	–	–	0.07%	87
2025 Q1	$449K	Hold	964	–	–	0.07%	83
2024 Q4	$456K	Buy	964 +1	+0.1%	+$477	0.09%	84
2024 Q3	$457K	Hold	963	–	–	0.1%	86
2024 Q2	$405K	Hold	963	–	–	0.09%	88
2024 Q1	$378K	Sell	963 -500	-34%	-$193K	0.09%	98
2023 Q4	$571K	Buy	+1,463	New	+$508K	0.14%	74

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

Correct Capital Wealth Management's MCO Position: Q1 2026 in Review

Correct Capital Wealth Management reduced its Moody's (MCO) stake by 0.1% in Q1 2026, selling an estimated $473 and leaving 963 shares worth $420K. The position accounts for 0.08% of the portfolio, ranked #83.

Correct Capital Wealth Management first reported a position in MCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $571K in Q4 2023. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Correct Capital Wealth Management held 963 shares of Moody's worth $420K as of Q1 2026.
Correct Capital Wealth Management sold 1 Moody's share in Q1 2026, an estimated $473.
Moody's made up 0.08% of Correct Capital Wealth Management's portfolio in Q1 2026, its #83 holding.
Correct Capital Wealth Management first reported a position in Moody's in Q4 2023 and has held it in 10 quarters since.
Correct Capital Wealth Management's Moody's position peaked at $571K in Q4 2023.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.