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

Crestmont 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
Q2 		$749K Sell
1,654
-28
-2% -$12.6K 0.21% 37
2026
Q1 		$734K Buy
1,682
+100
+6% +$47.3K 0.23% 40
2025
Q4 		$808K Buy
1,582
+37
+2% +$18.1K 0.26% 27
2025
Q3 		$736K Buy
1,545
+151
+11% +$76.1K 0.24% 36
2025
Q2 		$699K Buy
1,394
+109
+8% +$50.5K 0.25% 30
2025
Q1 		$598K Buy
1,285
+193
+18% +$93K 0.26% 33
2024
Q4 		$517K Buy
1,092
+27
+3% +$12.9K 0.23% 32
2024
Q3 		$505K Buy
1,065
+69
+7% +$32K 0.22% 31
2024
Q2 		$419K Sell
996
-29
-3% -$11.5K 0.2% 35
2024
Q1 		$403K Buy
1,025
+131
+15% +$50.5K 0.2% 33
2023
Q4 		$349K Sell
894
-10
-1% -$3.48K 0.18% 26
2023
Q3 		$286K Sell
904
-222
-20% -$75.5K 0.17% 36
2023
Q2 		$392K Buy
1,126
+111
+11% +$35.2K 0.23% 29
2023
Q1 		$311K Buy
1,015
+144
+17% +$43.5K 0.2% 30
2022
Q4 		$243K Buy
+871
New +$238K 0.17% 42

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

Crestmont Private Wealth's MCO Position: Q2 2026 in Review

Crestmont Private Wealth reduced its Moody's (MCO) stake by 1.7% in Q2 2026, selling an estimated $12.6K and leaving 1,654 shares worth $749K. The position accounts for 0.21% of the portfolio, ranked #37.

Crestmont Private Wealth first reported a position in MCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $808K in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Crestmont Private Wealth held 1,654 shares of Moody's worth $749K as of Q2 2026.
  • Crestmont Private Wealth sold 28 Moody's shares in Q2 2026, an estimated $12.6K.
  • Moody's made up 0.21% of Crestmont Private Wealth's portfolio in Q2 2026, its #37 holding.
  • Crestmont Private Wealth first reported a position in Moody's in Q4 2022 and has held it in 15 quarters since.
  • Crestmont Private Wealth's Moody's position peaked at $808K in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.