DWP
MCO icon

Daymark Wealth Partners’s Moody's MCO Stock Holding History

Daymark Wealth Partners’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 		$233K Buy
+513
New +$230K 0.01% 714
2024
Q4 		– Sell
-437
Closed -$208K – 512
2024
Q3 		$208K Buy
+437
New +$203K 0.01% 498

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

Daymark Wealth Partners's MCO Position: Q2 2026 in Review

Daymark Wealth Partners opened a new position in Moody's (MCO) in Q2 2026: 513 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: Daymark Wealth Partners previously reported a position in MCO as recently as Q3 2024.

Daymark Wealth Partners first reported a position in MCO in Q3 2024 and has held it in 2 quarters since. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Daymark Wealth Partners held 513 shares of Moody's worth $233K as of Q2 2026.
  • Moody's was a new Daymark Wealth Partners position in Q2 2026.
  • Moody's made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #714 holding.
  • Daymark Wealth Partners first reported a position in Moody's in Q3 2024 and has held it in 2 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.