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 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 $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

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

Drive Wealth Management opened a new position in Moody's (MCO) in Q1 2026: 559 shares worth $244K. The stake represents 0.05% of the portfolio and ranks #298 among its holdings. This is a return to the name: Drive Wealth Management previously reported a position in MCO as recently as Q1 2023.

Drive Wealth Management first reported a position in MCO in Q1 2022 and has held it in 6 quarters since. The position peaked at $885K in Q1 2022. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Drive Wealth Management held 559 shares of Moody's worth $244K as of Q1 2026.
Moody's was a new Drive Wealth Management position in Q1 2026.
Moody's made up 0.05% of Drive Wealth Management's portfolio in Q1 2026, its #298 holding.
Drive Wealth Management first reported a position in Moody's in Q1 2022 and has held it in 6 quarters since.
Drive Wealth Management's Moody's position peaked at $885K in Q1 2022.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Drive Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.