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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
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 $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

EP Wealth Advisors's MCO Position: Q1 2026 in Review

EP Wealth Advisors increased its Moody's (MCO) stake by 63% in Q1 2026, buying an estimated $656K and bringing the position to 3,588 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #535.

EP Wealth Advisors first reported a position in MCO in Q3 2024 and has held it in 6 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • EP Wealth Advisors held 3,588 shares of Moody's worth $1.57M as of Q1 2026.
  • EP Wealth Advisors bought 1,386 Moody's shares in Q1 2026, an estimated $656K.
  • Moody's made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #535 holding.
  • EP Wealth Advisors first reported a position in Moody's in Q3 2024 and has held it in 6 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.