Cypress Point Wealth Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
Other funds holding MCO
PAM
ECU
LMFP
CF
CAM
SP
HHAA
CIPU
Cypress Point Wealth Management's MCO Position: Q2 2026 in Review
Cypress Point Wealth Management opened a new position in Moody's (MCO) in Q2 2026: 460 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #136 among its holdings. This is a return to the name: Cypress Point Wealth Management previously reported a position in MCO as recently as Q3 2021.
Cypress Point Wealth Management first reported a position in MCO in Q3 2021 and has held it in 2 quarters since. 338 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Cypress Point Wealth Management held 460 shares of Moody's worth $208K as of Q2 2026.
- Moody's was a new Cypress Point Wealth Management position in Q2 2026.
- Moody's made up 0.04% of Cypress Point Wealth Management's portfolio in Q2 2026, its #136 holding.
- Cypress Point Wealth Management first reported a position in Moody's in Q3 2021 and has held it in 2 quarters since.
- 338 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.