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

Empirical 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 		$280K Buy
+618
New +$278K ﹤0.01% 886
2026
Q1 		– Sell
-489
Closed -$250K – 1022
2025
Q4 		$250K Sell
489
-253
-34% -$123K ﹤0.01% 767
2025
Q3 		$354K Buy
742
+186
+33% +$93.8K 0.01% 566
2025
Q2 		$279K Sell
556
-316
-36% -$146K 0.01% 553
2025
Q1 		$406K Buy
872
+131
+18% +$63.1K 0.01% 442
2024
Q4 		$351K Buy
+741
New +$354K 0.01% 471

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

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

Empirical Wealth Management opened a new position in Moody's (MCO) in Q2 2026: 618 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #886 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in MCO as recently as Q4 2025.

Empirical Wealth Management first reported a position in MCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $406K in Q1 2025. 231 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Empirical Wealth Management held 618 shares of Moody's worth $280K as of Q2 2026.
  • Moody's was a new Empirical Wealth Management position in Q2 2026.
  • Moody's made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #886 holding.
  • Empirical Wealth Management first reported a position in Moody's in Q4 2024 and has held it in 6 quarters since.
  • Empirical Wealth Management's Moody's position peaked at $406K in Q1 2025.
  • 231 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.