EWM
MCO icon

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

Endowment 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 		$249K Buy
571
+25
+5% +$11.8K 0.11% 134
2025
Q4 		$279K Sell
546
-60
-10% -$29.3K 0.13% 110
2025
Q3 		$289K Sell
606
-7
-1% -$3.53K 0.13% 114
2025
Q2 		$307K Sell
613
-19
-3% -$8.8K 0.16% 109
2025
Q1 		$294K Buy
+632
New +$305K 0.19% 104

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
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

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

Endowment Wealth Management increased its Moody's (MCO) stake by 4.6% in Q1 2026, buying an estimated $11.8K and bringing the position to 571 shares worth $249K. The position accounts for 0.11% of the portfolio, ranked #134.

Endowment Wealth Management first reported a position in MCO in Q1 2025 and has held it in 5 quarters since. The position peaked at $307K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Endowment Wealth Management held 571 shares of Moody's worth $249K as of Q1 2026.
  • Endowment Wealth Management bought 25 Moody's shares in Q1 2026, an estimated $11.8K.
  • Moody's made up 0.11% of Endowment Wealth Management's portfolio in Q1 2026, its #134 holding.
  • Endowment Wealth Management first reported a position in Moody's in Q1 2025 and has held it in 5 quarters since.
  • Endowment Wealth Management's Moody's position peaked at $307K in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.