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

Diversify 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	$605K	Sell	1,245 -33	-3%	-$14.8K	0.01%	811
2026 Q1	$588K	Buy	1,278 +303	+31%	+$143K	0.01%	759
2025 Q4	$521K	Sell	975 -8,924	-90%	-$4.35M	0.02%	431
2025 Q3	$4.81M	Buy	9,899 +784	+9%	+$395K	0.28%	104
2025 Q2	$4.7M	Buy	9,115 +514	+6%	+$238K	0.29%	98
2025 Q1	$3.84M	Buy	+8,601	New	+$4.14M	0.29%	105

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

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

Diversify Wealth Management reduced its Moody's (MCO) stake by 2.6% in Q2 2026, selling an estimated $14.8K and leaving 1,245 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #811.

Diversify Wealth Management first reported a position in MCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.81M in Q3 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Diversify Wealth Management held 1,245 shares of Moody's worth $605K as of Q2 2026.
Diversify Wealth Management sold 33 Moody's shares in Q2 2026, an estimated $14.8K.
Moody's made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #811 holding.
Diversify Wealth Management first reported a position in Moody's in Q1 2025 and has held it in 6 quarters since.
Diversify Wealth Management's Moody's position peaked at $4.81M in Q3 2025.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.