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

Evermay 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	$1.25M	Buy	2,768 +26	+0.9%	+$11.7K	0.13%	73
2026 Q1	$1.2M	Hold	2,742	–	–	0.13%	69
2025 Q4	$1.4M	Hold	2,742	–	–	0.16%	61
2025 Q3	$1.31M	Hold	2,742	–	–	0.15%	66
2025 Q2	$1.38M	Hold	2,742	–	–	0.17%	54
2025 Q1	$1.28M	Hold	2,742	–	–	0.17%	64
2024 Q4	$1.3M	Hold	2,742	–	–	0.2%	60
2024 Q3	$1.3M	Hold	2,742	–	–	0.21%	65
2024 Q2	$1.15M	Hold	2,742	–	–	0.19%	70
2024 Q1	$1.08M	Sell	2,742 -1	-0%	-$386	0.16%	76
2023 Q4	$1.07M	Buy	2,743 +1	+0%	+$348	0.2%	60
2023 Q3	$867K	Hold	2,742	–	–	0.18%	66
2023 Q2	$953K	Hold	2,742	–	–	0.18%	59
2023 Q1	$839K	Hold	2,742	–	–	0.17%	67
2022 Q4	$764K	Hold	2,742	–	–	0.16%	69
2022 Q3	$667K	Hold	2,742	–	–	0.13%	73
2022 Q2	$746K	Hold	2,742	–	–	0.14%	66
2022 Q1	$925K	Buy	+2,742	New	+$922K	0.16%	67

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Evermay Wealth Management increased its Moody's (MCO) stake by 0.95% in Q2 2026, buying an estimated $11.7K and bringing the position to 2,768 shares worth $1.25M. The position accounts for 0.13% of the portfolio, ranked #73.

Evermay Wealth Management first reported a position in MCO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.4M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Evermay Wealth Management held 2,768 shares of Moody's worth $1.25M as of Q2 2026.
Evermay Wealth Management bought 26 Moody's shares in Q2 2026, an estimated $11.7K.
Moody's made up 0.13% of Evermay Wealth Management's portfolio in Q2 2026, its #73 holding.
Evermay Wealth Management first reported a position in Moody's in Q1 2022 and has held it in 18 quarters since.
Evermay Wealth Management's Moody's position peaked at $1.4M in Q4 2025.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.