Darwin Wealth Management
MCO icon

Darwin Wealth Management’s Moody's MCO Stock Holding History

Darwin 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
Q3 		$53.6K Buy
117
+14
+14% +$6.79K 0.01% 304
2026
Q2 		$46.8K Buy
103
+2
+2% +$898 0.01% 244
2026
Q1 		$44.3K Hold
101
– – 0.01% 231
2025
Q4 		$51.8K Buy
101
+1
+1% +$488 0.02% 211
2025
Q3 		$47.8K Hold
100
– – 0.02% 222
2025
Q2 		$50.3K Sell
100
-59
-37% -$27.3K 0.02% 206
2025
Q1 		$75.3K Hold
159
– – 0.03% 198
2024
Q4 		$75.3K Sell
159
-51
-24% -$24.3K 0.03% 198
2024
Q3 		$100K Buy
+210
New +$97.3K 0.03% 187
2024
Q2 		– Sell
-3,846
Closed -$1.51M – 120
2024
Q1 		$1.51M Sell
3,846
-451
-10% -$174K 0.42% 67
2023
Q4 		$1.68M Sell
4,297
-5,425
-56% -$1.89M 0.45% 64
2023
Q3 		$3.07M Buy
9,722
+259
+3% +$88.1K 0.83% 34
2023
Q2 		$3.21M Buy
9,463
+1,714
+22% +$543K 0.83% 33
2023
Q1 		$2.35M Buy
7,749
+121
+2% +$36.6K 0.64% 41
2022
Q4 		$2.4M Sell
7,628
-1,302
-15% -$356K 0.62% 42
2022
Q3 		$2.17M Sell
8,930
-802
-8% -$233K 0.54% 46
2022
Q2 		$2.99M Buy
9,732
+4,221
+77% +$1.26M 0.61% 41
2022
Q1 		$1.86M Buy
5,511
+2,401
+77% +$807K 0.31% 64
2021
Q4 		$1.07M Buy
+3,110
New +$1.2M 0.17% 87

Other funds holding MCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Darwin Wealth Management's MCO Position: Q3 2026 in Review

Darwin Wealth Management increased its Moody's (MCO) stake by 14% in Q3 2026, buying an estimated $6.79K and bringing the position to 117 shares worth $53.6K. The position accounts for 0.01% of the portfolio, ranked #304.

Darwin Wealth Management first reported a position in MCO in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.21M in Q2 2023. 866 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Darwin Wealth Management held 117 shares of Moody's worth $53.6K as of Q3 2026.
  • Darwin Wealth Management bought 14 Moody's shares in Q3 2026, an estimated $6.79K.
  • Moody's made up 0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #304 holding.
  • Darwin Wealth Management first reported a position in Moody's in Q4 2021 and has held it in 19 quarters since.
  • Darwin Wealth Management's Moody's position peaked at $3.21M in Q2 2023.
  • 866 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.