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CreativeOne Wealth’s Moody's MCO Stock Holding History

CreativeOne 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
Q2 		$358K Sell
791
-2,547
-76% -$1.14M 0.01% 919
2026
Q1 		$1.46M Buy
3,338
+21
+0.6% +$9.93K 0.03% 444
2025
Q4 		$1.69M Sell
3,317
-131
-4% -$63.9K 0.04% 373
2025
Q3 		$1.64M Sell
3,448
-2,029
-37% -$1.02M 0.04% 388
2025
Q2 		$2.75M Sell
5,477
-530
-9% -$245K 0.07% 261
2025
Q1 		$2.8M Sell
6,007
-572
-9% -$276K 0.08% 232
2024
Q4 		$3.11M Sell
6,579
-194
-3% -$92.6K 0.1% 195
2024
Q3 		$3.21M Buy
6,773
+620
+10% +$287K 0.11% 179
2024
Q2 		$2.59M Sell
6,153
-226
-4% -$89.9K 0.13% 151
2024
Q1 		$2.51M Buy
6,379
+722
+13% +$278K 0.1% 189
2023
Q4 		$2.21M Buy
5,657
+238
+4% +$82.7K 0.14% 144
2023
Q3 		$1.71M Sell
5,419
-552
-9% -$188K 0.12% 167
2023
Q2 		$2.08M Buy
5,971
+217
+4% +$68.8K 0.1% 201
2023
Q1 		$1.76M Sell
5,754
-36
-0.6% -$10.9K 0.09% 211
2022
Q4 		$1.61M Buy
5,790
+45
+0.8% +$12.3K 0.09% 204
2022
Q3 		$1.4M Buy
5,745
+349
+6% +$101K 0.08% 206
2022
Q2 		$1.47M Buy
5,396
+795
+17% +$238K 0.08% 199
2022
Q1 		$1.55M Buy
4,601
+369
+9% +$124K 0.08% 207
2021
Q4 		$1.65M Buy
4,232
+570
+16% +$220K 0.08% 204
2021
Q3 		$1.31M Buy
3,662
+254
+7% +$95.7K 0.08% 226
2021
Q2 		$1.24M Buy
3,408
+233
+7% +$77.6K 0.08% 217
2021
Q1 		$948K Buy
3,175
+653
+26% +$184K 0.07% 212
2020
Q4 		$732K Buy
2,522
+399
+19% +$112K 0.06% 232
2020
Q3 		$615K Buy
2,123
+269
+15% +$76.8K 0.09% 148
2020
Q2 		$509K Buy
+1,854
New +$471K 0.08% 143

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

CreativeOne Wealth's MCO Position: Q2 2026 in Review

CreativeOne Wealth reduced its Moody's (MCO) stake by 76% in Q2 2026, selling an estimated $1.14M and leaving 791 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #919.

CreativeOne Wealth first reported a position in MCO in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.21M in Q3 2024. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • CreativeOne Wealth held 791 shares of Moody's worth $358K as of Q2 2026.
  • CreativeOne Wealth sold 2,547 Moody's shares in Q2 2026, an estimated $1.14M.
  • Moody's made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #919 holding.
  • CreativeOne Wealth first reported a position in Moody's in Q2 2020 and has held it in 25 quarters since.
  • CreativeOne Wealth's Moody's position peaked at $3.21M in Q3 2024.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.