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Facet Wealth Inc’s Moody's MCO Stock Holding History

Facet Wealth Inc’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 		$248K Buy
+548
New +$246K ﹤0.01% 345
2026
Q1 		– Sell
-452
Closed -$234K – 360
2025
Q4 		$234K Buy
452
+14
+3% +$6.83K ﹤0.01% 264
2025
Q3 		$209K Hold
438
– – ﹤0.01% 211
2025
Q2 		$226K Buy
+438
New +$203K 0.01% 165

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

Facet Wealth Inc's MCO Position: Q2 2026 in Review

Facet Wealth Inc opened a new position in Moody's (MCO) in Q2 2026: 548 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #345 among its holdings. This is a return to the name: Facet Wealth Inc previously reported a position in MCO as recently as Q4 2025.

Facet Wealth Inc first reported a position in MCO in Q2 2025 and has held it in 4 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Facet Wealth Inc held 548 shares of Moody's worth $248K as of Q2 2026.
  • Moody's was a new Facet Wealth Inc position in Q2 2026.
  • Moody's made up ﹤0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #345 holding.
  • Facet Wealth Inc first reported a position in Moody's in Q2 2025 and has held it in 4 quarters since.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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