Evolve Private Wealth’s Moody's MCO Stock Holding History

Evolve Private 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 Q2	$500K	Buy	1,104 +132	+14%	+$59.3K	0.03%	515
2026 Q1	$424K	Buy	972 +493	+103%	+$233K	0.02%	649
2025 Q4	$245K	Buy	+479	New	+$234K	0.01%	801

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

Evolve Private Wealth's MCO Position: Q2 2026 in Review

Evolve Private Wealth increased its Moody's (MCO) stake by 14% in Q2 2026, buying an estimated $59.3K and bringing the position to 1,104 shares worth $500K. The position accounts for 0.03% of the portfolio, ranked #515.

Evolve Private Wealth first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Evolve Private Wealth held 1,104 shares of Moody's worth $500K as of Q2 2026.
Evolve Private Wealth bought 132 Moody's shares in Q2 2026, an estimated $59.3K.
Moody's made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #515 holding.
Evolve Private Wealth first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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