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

Drive 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	$329K	Buy	727 +168	+30%	+$75.4K	0.06%	279
2026 Q1	$244K	Buy	+559	New	+$264K	0.05%	298
2023 Q2	–	Sell	-1,450	Closed	-$444K	–	303
2023 Q1	$444K	Buy	1,450 +47	+3%	+$14.2K	0.19%	133
2022 Q4	$391K	Buy	1,403 +102	+8%	+$27.9K	0.2%	121
2022 Q3	$316K	Sell	1,301 -1,296	-50%	-$377K	0.3%	103
2022 Q2	$706K	Sell	2,597 -25	-1%	-$7.48K	0.64%	37
2022 Q1	$885K	Buy	+2,622	New	+$882K	0.75%	32

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 $3.38T AUM 44.17% 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

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

Drive Wealth Management increased its Moody's (MCO) stake by 30% in Q2 2026, buying an estimated $75.4K and bringing the position to 727 shares worth $329K. The position accounts for 0.06% of the portfolio, ranked #279.

Drive Wealth Management first reported a position in MCO in Q1 2022 and has held it in 7 quarters since. The position peaked at $885K in Q1 2022. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Drive Wealth Management held 727 shares of Moody's worth $329K as of Q2 2026.
Drive Wealth Management bought 168 Moody's shares in Q2 2026, an estimated $75.4K.
Moody's made up 0.06% of Drive Wealth Management's portfolio in Q2 2026, its #279 holding.
Drive Wealth Management first reported a position in Moody's in Q1 2022 and has held it in 7 quarters since.
Drive Wealth Management's Moody's position peaked at $885K in Q1 2022.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.