DWM
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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
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 		$99.9K 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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
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

Darwin Wealth Management's MCO Position: Q1 2026 in Review

Darwin Wealth Management held its Moody's (MCO) position steady in Q1 2026 at 101 shares worth $44.3K. The position accounts for 0.01% of the portfolio, ranked #231.

Darwin Wealth Management first reported a position in MCO in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.21M in Q2 2023. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Darwin Wealth Management held 101 shares of Moody's worth $44.3K as of Q1 2026.
  • Darwin Wealth Management left its Moody's share count unchanged in Q1 2026.
  • Moody's made up 0.01% of Darwin Wealth Management's portfolio in Q1 2026, its #231 holding.
  • Darwin Wealth Management first reported a position in Moody's in Q4 2021 and has held it in 17 quarters since.
  • Darwin Wealth Management's Moody's position peaked at $3.21M in Q2 2023.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.