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EP Wealth Advisors’s Moody's MCO Stock Holding History

EP Wealth Advisors’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 		– Sell
-3,588
Closed -$1.57M – 1819
2026
Q1 		$1.57M Buy
3,588
+1,386
+63% +$656K 0.01% 535
2025
Q4 		$1.12M Buy
+2,202
New +$1.07M 0.01% 593
2025
Q2 		$1.31M Buy
2,618
+1,381
+112% +$640K 0.01% 510
2025
Q1 		$576K Sell
1,237
-72
-6% -$34.7K ﹤0.01% 652
2024
Q4 		$620K Buy
1,309
+668
+104% +$319K 0.01% 627
2024
Q3 		$304K Buy
+641
New +$297K ﹤0.01% 856

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

EP Wealth Advisors's MCO Position: Q2 2026 in Review

EP Wealth Advisors sold out of Moody's (MCO) in Q2 2026, closing a stake of 3,588 shares — an estimated $1.57M sold.

EP Wealth Advisors first reported a position in MCO in Q3 2024 and held it in 6 quarters. The position peaked at $1.57M in Q1 2026. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • EP Wealth Advisors reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 3,588 Moody's shares in Q2 2026, an estimated $1.57M.
  • EP Wealth Advisors first reported a position in Moody's in Q3 2024 and held it in 6 quarters.
  • EP Wealth Advisors's Moody's position peaked at $1.57M in Q1 2026.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.