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Evoke Wealth’s Moody's MCO Stock Holding History

Evoke Wealth’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 		$6.81M Sell
15,599
-6,310
-29% -$2.98M 0.12% 72
2025
Q4 		$11.2M Sell
21,909
-276
-1% -$135K 0.21% 56
2025
Q3 		$10.6M Sell
22,185
-40
-0.2% -$20.2K 0.21% 56
2025
Q2 		$11.1M Sell
22,225
-602
-3% -$279K 0.26% 51
2025
Q1 		$10.6M Sell
22,827
-2,750
-11% -$1.33M 0.28% 46
2024
Q4 		$12.1M Sell
25,577
-1,505
-6% -$718K 0.34% 40
2024
Q3 		$12.9M Buy
+27,082
New +$12.6M 0.35% 41
2024
Q2 		– Sell
-26,991
Closed -$10.6M – 275
2024
Q1 		$10.6M Buy
+26,991
New +$10.4M 0.31% 42
2023
Q4 		– Sell
-27,299
Closed -$8.63M – 246
2023
Q3 		$8.63M Sell
27,299
-224
-0.8% -$76.2K 0.3% 40
2023
Q2 		$9.57M Sell
27,523
-4,808
-15% -$1.52M 0.33% 38
2023
Q1 		$9.89M Sell
32,331
-731
-2% -$221K 0.36% 36
2022
Q4 		$9.21M Sell
33,062
-105
-0.3% -$28.7K 0.33% 42
2022
Q3 		$8.06M Sell
33,167
-760
-2% -$221K 0.33% 35
2022
Q2 		$9.23M Buy
33,927
+4,445
+15% +$1.33M 0.34% 35
2022
Q1 		$9.95M Sell
29,482
-384
-1% -$129K 0.33% 38
2021
Q4 		$11.7M Sell
29,866
-159
-0.5% -$61.3K 0.37% 38
2021
Q3 		$10.7M Sell
30,025
-477
-2% -$180K 0.4% 35
2021
Q2 		$11.1M Buy
30,502
+251
+0.8% +$83.5K 0.42% 36
2021
Q1 		$9.03M Buy
30,251
+30,173
+38,683% +$8.5M 0.41% 34
2020
Q4 		$23K Hold
78
– – ﹤0.01% 478
2020
Q3 		$23K Hold
78
– – ﹤0.01% 458
2020
Q2 		$21K Sell
78
-8
-9% -$2.03K ﹤0.01% 456
2020
Q1 		$18.2K Sell
86
-36
-30% -$8.75K ﹤0.01% 449
2019
Q4 		$29K Sell
122
-3
-2% -$667 ﹤0.01% 519
2019
Q3 		$25.6K Buy
+125
New +$26.2K ﹤0.01% 598

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

Evoke Wealth's MCO Position: Q1 2026 in Review

Evoke Wealth reduced its Moody's (MCO) stake by 29% in Q1 2026, selling an estimated $2.98M and leaving 15,599 shares worth $6.81M. The position accounts for 0.12% of the portfolio, ranked #72.

Evoke Wealth first reported a position in MCO in Q3 2019 and has held it in 25 quarters since. The position peaked at $12.9M in Q3 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Evoke Wealth held 15,599 shares of Moody's worth $6.81M as of Q1 2026.
  • Evoke Wealth sold 6,310 Moody's shares in Q1 2026, an estimated $2.98M.
  • Moody's made up 0.12% of Evoke Wealth's portfolio in Q1 2026, its #72 holding.
  • Evoke Wealth first reported a position in Moody's in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's Moody's position peaked at $12.9M in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.