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 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	$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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Darwin Wealth Management's MCO Position: Q2 2026 in Review

Darwin Wealth Management increased its Moody's (MCO) stake by 2% in Q2 2026, buying an estimated $898 and bringing the position to 103 shares worth $46.8K. The position accounts for 0.01% of the portfolio, ranked #244.

Darwin Wealth Management first reported a position in MCO in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.21M in Q2 2023. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Darwin Wealth Management held 103 shares of Moody's worth $46.8K as of Q2 2026.
Darwin Wealth Management bought 2 Moody's shares in Q2 2026, an estimated $898.
Moody's made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #244 holding.
Darwin Wealth Management first reported a position in Moody's in Q4 2021 and has held it in 18 quarters since.
Darwin Wealth Management's Moody's position peaked at $3.21M in Q2 2023.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.