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

Flywheel 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 		$226K Hold
500
– – 0.11% 102
2026
Q1 		$218K Buy
+500
New +$237K 0.12% 99

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Flywheel Private Wealth held its Moody's (MCO) position steady in Q2 2026 at 500 shares worth $226K. The position accounts for 0.11% of the portfolio, ranked #102.

Flywheel Private Wealth first reported a position in MCO in Q1 2026 and has held it in 2 quarters since. 545 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Flywheel Private Wealth held 500 shares of Moody's worth $226K as of Q2 2026.
  • Flywheel Private Wealth left its Moody's share count unchanged in Q2 2026.
  • Moody's made up 0.11% of Flywheel Private Wealth's portfolio in Q2 2026, its #102 holding.
  • Flywheel Private Wealth first reported a position in Moody's in Q1 2026 and has held it in 2 quarters since.
  • 545 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.